Financial Consultant
WealthBridge Financial Group
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them reach their long‑term financial objectives. You will conduct comprehensive financial analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization. The ideal candidate is someone who possesses a solid understanding of financial products and services and has a passion for helping clients achieve their financial goals. You will have the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group's client base. At WealthBridge, we pride ourselves on our commitment to integrity, innovation, and excellence in service. Join us and help make a positive impact on the financial well‑being of individuals and families. Requirements Bachelor's degree in finance, economics, or a related field. Previous experience in financial consulting or a similar role is preferred. Strong analytical and problem‑solving skills. Excellent communication and interpersonal skills. Ability to build and maintain relationships with clients. Familiarity with financial planning software and investment products. 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
- ## Financial AdvisorApplylocations: Franklin: Brentwoodtime type: Full timeposted on: Posted 3 Days Agojob requisition id: JR100110Looking... ...building client relationships and growing business through consultative sales and referrals.**Licensing Requirements**Candidates must...SuggestedTemporary workWork at office
- ...Language Fluency English (Required) Work Shift 1st shift (United States of America) Job Summary Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and...SuggestedFull timePart timeWork at officeShift workDay shift
- ...Job Title Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team...SuggestedFull timePart timeWork at office
- ...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...SuggestedLocal area
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming 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...SuggestedFull timeContract workFor contractorsWork at office$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 officeWork from homeHome officeFlexible hours$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 timeInternshipLocal areaFlexible hours$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 timeInternshipLocal area- ...Responsibilities Rolling Hills Hospital is seeking an empathetic, detail‑oriented Financial Counselor (PRN) to join our patient‑focused team. In this vital role, you will help patients and families navigate the financial side of healthcare by completing assessments, educating...ReliefWork at officeLocal area
- ...Northwestern Mutual is seeking College Financial Representatives for its internship program to build an integrated financial planning practice with guidance and support from a Fortune 500 company. You will learn to prospect, develop a business strategy, and meet clients...Full timeInternship
$1,000 per month
...Northwestern Mutual College Financial Representative Internship 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$15.75 per hour
A recruitment agency is seeking industrious banking professionals for a fast-growing bank in Franklin, Tennessee. Candidates will start as Telllers with the opportunity to transition into new roles as they learn the business. Experience in banking for 1-3 years, excellent...Hourly payMonday to Friday- ...Company Description Lighthouse Wealth Group provides holistic financial planning, objective solutions, and knowledgeable advice to help clients achieve long-term financial health and freedom. The firm supports a wide range of client needs, including retirement planning...Full timeWork at office
- ...Saturday 8:30am - 1:15pm Summary The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively...Temporary workWork at office
- ...Summary: The Relationship Banker serves as a trusted financial guide and a dynamic customer champion. This dual professional not... ...Responsibilities : Relationship Bankers will actively consult with both Consumer and Small Business clients and collect information...Flexible hours
- ...Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
- ...s credit culture and credit policies; considered a policy expert. Use independent judgment and critical thinking in compiling key financial data for accurate representation of credit risk in loan requests, including global cash flow analysis, collateral analysis, industry...Full timeWork experience placementWork at officeRemote workFlexible hours
- ...Shoemaker Financial is a comprehensive financial services firm that provides customized solutions to assist clients in reaching their goals. Advisors will assess clients' needs, develop strategies to help them achieve their goals, and implement those recommendations by...Apprenticeship
- ...company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Financial Advisor Location: Franklin & Brentwood ABOUT THE POSITION: Be the Steward of Long-Term Prosperity Meet neighbors who...Temporary workWork at officeLocal areaFlexible hours
- ...customers while working in an environment of respect, empowerment, and professional development. Your customer service expertise and financial background will allow you to help families purchase high quality homes in your community. You will act as a liaison between the...Work at office
$17 per hour
...to join our Cool Springs branch. As the face of our credit union, you will build relationships with our members and ensure their financial transactions are handled with exceptional care. About TEN Credit Union At TENCU, we believe in building a team that is guided by our...Hourly payLocal area- Responsibilities Responsible for processing loans from set-up to closing by verifying, assembling, and entering borrower information into the system Verify income and assets documentation are complete and compliant to established guidelines Notate files to keep all necessary...Work at office
- Loan Processor CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times...Temporary workLocal area
- ...Successful Candidate Attributes: • Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3-5 units per month...Remote work
$86.72k - $119.24k
...minimizing exposure to loss and business interruption. Through close partnership and collaboration with internal stakeholders, external consultants, insurers, brokers, and risk engineering partners, this role supports the development and implementation of the Operational Risk...Work at office- ...Financial Planning Associate Seeking a detail-oriented Financial Planning Associate to support advisors with client data analysis, plan preparation, and operational tasks. Ideal for someone pursuing growth in financial planning and client service. Key Responsibilities...
- ...Springs Wealth Group is an independently owned and operated wealth management firm based in Brentwood, TN. We provide comprehensive financial planning to affluent families and individuals, as well as multigenerational family office services to the ultra-high-net-worth. We...Work at office10 hours per week
- ...team in Franklin, TN. Nissan's Global Risk Management is part of Global Treasury and is responsible for all property, casualty, financial lines, and employee benefits lines of insurance for the enterprise globally. Reporting directly to Nissan's General Manager -...Full timeLocal area
$5,000 per month
...Job Description Job Description What You’ll Do As a Financial Professional / Team Leader, you will: Build your own practice while leveraging our infrastructure, mentorship, and reputation. Build and cultivate client relationships through prospecting, consistent...Contract workWork at officeFlexible hours- ...A financial services company in Brentwood, TN is seeking a Financial Advisor to build a client base and provide tailored financial solutions. The ideal candidate will possess active Life & Health licenses and have a history of success in sales. This position offers award...Flexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
- financial planner Franklin, TN
- financial planning associate Franklin, TN
- associate corporate finance Franklin, TN
- wealth advisor Franklin, TN
- financial consultant Franklin, TN
- jde finance consultant Franklin, TN
- financial advisor Franklin, TN
- financial advisor development program Franklin, TN
- finance associate Franklin, TN
- financial planning administrator Franklin, TN


