Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Consultant

WealthBridge Financial Group

Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively. Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you. Qualifications Bachelor's degree in finance, accounting, or a related field Experience in financial consulting or a similar role is preferred Strong analytical and problem-solving skills Excellent communication and interpersonal skills to effectively connect with clients Demonstrated ability to build and maintain client relationships Licenses or certifications in financial planning are a plus Benefits Top-tier health coverage including medical, dental, and vision plans for you and your dependents 401(k) retirement plan with company match to help you build long-term security Life and disability insurance for added peace of mind Employee wellness programs and mental health resources Career growth opportunities and ongoing training support #J-18808-Ljbffr

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Madison, MS vacancy
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Madison, MS
    4 days ago
  •  ...Financial PlannerTrustmark Investment Management operates as a fiduciary in the management and advising Wealth clients. These activities...  ...Certified Exit Planner) preferredCBEC(Certified Business Exit Consultant) preferredCEPA(Certified Exit Planning Advisor) preferredMBA... 
    Suggested
    Work at office
    Night shift

    Trustmark

    Ridgeland, MS
    5 days ago
  •  ...Northwestern Mutual invites ambitious individuals to start a business as a financial advisor, guiding clients through planning, investments, and insurance to meet long-term goals. As a financial representative, you’ll obtain necessary licenses, train with award-winning... 
    Suggested

    Northwestern Mutual

    Madison, MS
    4 days ago
  • Modern Woodmen Fraternal Financial and MWA Financial Services. A Great Place to Work-Certified™ Region. As a fraternal benefit society, we have no stockholders. We’re owned and operated by and for the benefit of our members. We specialize in retirement planning, investments... 
    Suggested
    Full time
    Work at office
    Flexible hours

    Modern Woodmen of America

    Madison, MS
    5 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up... 
    Suggested
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Madison, MS
    4 days ago
  •  ...SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar‑athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client... 
    Full time
    Part time

    SkyKey Financial

    Madison, MS
    4 days ago
  • $65k - $75k

     ...involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment... 
    Work at office
    Local area

    Takeda Pharmaceutical Company Ltd

    Ridgeland, MS
    14 hours ago
  •  ...counsel and wealth management services to our private client group. The successful candidate should be skilled and experienced in using financial planning tools and software/technology. Journey Wealth is committed to our established high-level and trustworthy client... 

    Journey Wealth Strategies

    Ridgeland, MS
    1 day ago
  • Huntington is seeking a Preferred Banker to manage a portfolio of high-value customers across multiple branches. You will leverage deposit products, lending, investments and credit management to deepen relationships and grow the book. The role requires FINRA licenses (...
    Work at office
    Flexible hours

    Huntington

    Madison, MS
    3 days ago
  •  ...Personal BankerAs a Personal Banker will work with customers, helping them manage their personal finances and achieve their financial goals. You will be responsible for building and maintaining strong relationships with customers by understanding their needs and recommending... 
    Work at office

    PriorityOne Bank

    Madison, MS
    4 days ago
  •  ...Huntington is seeking a Financial Relationship Banker to support branch customers in pursuing their financial goals. The role focuses on retaining and growing consumer and business relationships by identifying goals and recommending appropriate deposits, loans, and other... 

    0101 The Huntington National Bank

    Madison, MS
    4 days ago
  •  ...Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals and families achieve their retirement and...  ...opportunities and cultivate referral relationships. Conduct individual consultations, seminars, and educational meetings. Maintain compliance with... 

    Voya Financial

    Jackson, MS
    3 days ago
  • $50k - $80k

     ...Overview Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle... 
    Work at office
    Flexible hours

    Bankers Life

    Flowood, MS
    3 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Jackson, MS
    4 days ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Madison, MS
    11 hours ago
  •  ...Financial Aid CounselorThe Jackson State University Financial Aid Office seeks a Financial Aid Counselor who, as part of a team, will provide direct support to prospective students, current students, undergraduate and/or graduate, their families and supporters, Jackson... 
    Work at office

    Jackson State University

    Jackson, MS
    4 days ago
  •  ...our Dream Manager program, one-on-one guidance from a nationally certified health and wellness coach, and free access to certified financial professionals who are here to help you plan for your future. If you're looking for a career that empowers you to make meaningful... 
    Contract work
    Bank staff
    Local area
    Immediate start
    Flexible hours
    Night shift

    Origin Bank

    Ridgeland, MS
    2 days ago
  • Company Description PriorityOne Bank is a growing community bank that combines modern financial technology with a friendly, hands-on approach to banking. With branches located along the Highway 49 and I-20 corridor from Hattiesburg to Ridgeland to Morton, each location... 
    Full time
    Bank staff
    Local area

    PriorityOne Bank

    Gluckstadt, MS
    4 days ago
  • SUMMARY Performs a wide range of activities related to the issuing of credit and maintaining lending relationships. Activities include completing of loan papers and legal documents, disbursing loan proceeds, receiving loan payments and maintenance of monitoring systems...
    Work at office

    AgFirst

    Ridgeland, MS
    1 day ago
  •  ...client focus is at the center of everything we do. We go far beyond just managing our clients' investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, 'Serve.' It is the reason we go to work... 
    Local area

    Waverly Advisors LLC

    Jackson, MS
    5 days ago
  • $46.99k - $122.4k

     ...a time. Primary Responsibilities: Assists in the development and preparation of annual budgets, forecasts, and long-term financial plans by collaborating with stakeholders to gather inputs, analyze financial data, and provide recommendations for financial targets... 
    Full time
    Work experience placement

    Oak St. Health

    Jackson, MS
    2 days ago
  •  ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members... 
    Full time
    Local area

    Modern Woodmen

    Flowood, MS
    4 days ago
  •  ...Gulfport, MS seeks a Universal Banker to acquire, manage and retain client relationships with a consultative sales and service approach. You will proactively fulfill financial needs, educate clients on digital options, and reference partners for specialized solutions.... 

    Hancock Whitney

    Jackson, MS
    3 days ago
  • Trustmark Corporation is seeking a Relationship Banker to identify customer needs and match them with appropriate bank products. The ideal candidate will provide outstanding customer service while processing various transactions and achieving sales goals. This role requires...

    Trustmark

    Jackson, MS
    3 days ago
  •  ...floating holidays, prorated based on start date) ~ Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial... 
    Local area
    Monday to Friday

    Foursight Capital LLC

    Ridgeland, MS
    4 days ago
  •  ...matching them with the appropriate bank products and services to enhance a current or prospective customer’s satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers... 
    Night shift

    Trustmark

    Jackson, MS
    5 days ago
  •  ...currently managed by Molpus. The position will collaborate with departments across the company. ESSENTIAL FUNCTIONS: • Conduct financial modeling and valuation analysis to support our acquisitions team, real estate and renewables team, operations team and client... 

    The Molpus Woodlands Group, LLC

    Ridgeland, MS
    4 days ago
  •  ...Senior Financial Analyst Are you looking for a great team environment? Southern Farm Bureau Casualty Insurance Company is currently seeking a Senior Financial Analyst. Southern Farm Bureau is a great company and an excellent place to work. The company offers a family... 
    Work at office
    Home office

    Virginia Farm Bureau

    Ridgeland, MS
    5 days ago
  • Job Title Apply with SEEK is temporarily unavailable. Please try again later or click the Apply button to continue the application process. Location 402 West Parkway Place, Ridgeland, MS, 39157, United States

    Molpus Woodlands Group

    Ridgeland, MS
    1 day ago
  •  ...driven team environment. The CSR I establishes relationships with customers and provides services that help customers achieve their financial dreams. Essential Functions #Accurately processes transactions including deposits, night drop deposits, withdrawals,... 
    Full time
    Work at office
    Night shift

    Citizens National Bank

    Madison, MS
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!