Experienced Financial Advisor - Independent Platform (Ohio)

WealthBridge Financial Group

Job Description

WealthBridge Financial Group is seeking a results-oriented Experienced Financial Advisor 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 Experienced Financial Advisor 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.

Requirements

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

Apply

Vacancy posted 10 days ago

Similar jobs that could be interesting for youBased on the Experienced Financial Advisor - Independent Platform (Ohio) in Toledo, OH vacancy

US Experienced Financial Advisor
$50k
...competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on... ...office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of...
Suggested
Work at office
Work from home
Home office
Flexible hours
Edward Jones
Toledo, OH
5 days ago
Freight Dispatchers Wanted Experienced EntryLevel Work From Home Earn 8000 to 15000 Per Month
$8,000 per month
Freight Dispatchers Wanted (Experienced & Entry-Level) - Work From Home... ...you need to succeed as an independent freight dispatcher. This is... ...and proven systems A platform to grow your own book of business... ...take the first step toward financial freedom. #J-18808-Ljbffr American...
Platform
Hourly pay
Work from home
American Logistics Authority
Toledo, OH
5 days ago
Peer Supporter - Ohio - 1099 Contractor
$20 - $23 per hour
...tools, Navita Health offers an integrated platform that simplifies the path to healing and... ...a Navita Health partnering program in Ohio. Qualifications & Requirements: Must... ...Certified Peer Support Specialist, 1099 Independent Contractor with Navita Health you will...
Platform
Weekly pay
Full time
Part time
For contractors
Navita Health
Toledo, OH
4 days ago
Financial Advisor
...Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals and families achieve their retirement and financial... ...resources, retirement expertise, and comprehensive product platform. Responsibilities Develop and maintain long‑term client...
Platform
Voya Financial
Toledo, OH
4 days ago
College Financial Representative, Internship Program
$1,000 per month
...Overview College Financial Representatives in the internship... ...proprietary planning software platforms Engage in weekly... ...Financial Representative or Advisor role upon graduation. #LI-... ...As such, they are considered independent contractors1 for income tax...
Platform
Full time
Contract work
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual Life Insurance Company
Toledo, OH
3 days ago
Ohio 211 - Part-Time Housing Support Specialist
...Job Title: Ohio 211 - Part-Time Housing Support Specialist... ...to individuals and families experiencing homelessness. Further, specialists... ...System) and other software platforms as needed and adheres to all... ...(including presentations, independent study). Completes additional...
Platform
Hourly pay
Part time
Immediate start
Weekend work
Toledo, OH
13 days ago
Personal Banker Associate I
...Banker job family. The Personal Banker I is a Financial Center position focused on using the... ...transactions as well as working as a member of the platform staff. Responsible and accountable for... ...acquisition partner. LOCATION -- Toledo, Ohio 43614 Fifth Third Bank, National...
Platform
Work experience placement
Work at office
Fifth Third Bank, N.A.
Toledo, OH
1 day ago
Freight Dispatcher (Independent Contractor) $1,800 to $4,500+ Weekly Potential
$1,800 - $4,500 per week
...Freight Dispatcher (Independent Contractor) — $1,800 to $4,500+ Weekly Potential Employment Type: 1099 / Independent Contractor... ...Express Interest Submit your application or response through the platform where this listing is posted. A brief screening will follow...
Platform
For contractors
Remote work
American Logistics Authority
Toledo, OH
3 days ago
Personal Banker Associate I
...Banker job family. The Personal Banker I is a Financial Center position focused on using the... ...transactions as well as working as a member of the platform staff. Responsible and accountable for... ...classroom training sessions. Location -- Toledo, Ohio 43614 Fifth Third Bancorp
Platform
Work experience placement
Work at office
Fifth Third Bancorp
Toledo, OH
4 days ago
Remote Recruiter (Freelance / Solo / Independent)
...Needed Location: Remote (Worldwide) RecXchange is a global platform for people who want to work as recruiters, earn from real... ..., and collaborate with others around the world. You can be experienced or completely new - the system supports all levels. No boss...
Platform
Full time
Contract work
Freelance
Remote work
Worldwide
RecXchange
Oregon, OH
1 day ago
Sales Executive
...Administrators (KBA) is seeking an experienced Sales Executive to lead... ...knowledge within Northern Ohio strongly preferred.... ...Salesforce (or similar CRM platforms). Bachelor's degree in Business... ...one of the country's largest independently owned third party...
Platform
Local area
Key Family of Companies
Toledo, OH
3 days ago
Part-time Teller
$18 - $23.08 per hour
Location: 3030 Secor Road - Toledo, Ohio 43606 Job Summary Be a problem solver, trusted advisor, and partner to the people and... ...clients, listen to uncover financial needs and transition clients to... ...service role (required) Experienced in cash handling (required) General...
Hourly pay
Part time
Work experience placement
Shift work
Day shift
KeyBank
Toledo, OH
4 days ago
Senior Financial Analyst FP&A
$110k - $120k
...win is who we are ~ People Powered  – Recognized as a top Ohio and U.S. workplace by Great Place to Work®, Energage, and more... ...forecasting and reporting for Operations. The position will own the financial planning uploads in NSPB, variance analysis for materials and...
Full time
Work at office
Local area
Flexible hours
Shift work
Night shift
LeafHome
Toledo, OH
2 days ago
Remote Pediatric Therapist (Part-Time), Ohio
$80 per unit
...schools across California. The Role We are seeking independently licensed therapists in Ohio who are passionate about working with children and... ...(intakes, treatment plans, progress notes) using our platform Participate in optional weekly case consultation and...
Platform
Remote job
Part time
Relocation
Monday to Friday
Hazel Health
Toledo, OH
15 days ago
Financial Advisor
...Financial Advisor Hantz Group is a Michigan-based financial company that works with individuals... ...are just starting your career or an experienced advisor, Hantz Group offers ongoing support... ...the state of Michigan and northern Ohio. We ask that interested individuals apply...
Work at office
Flexible hours
Hantz Group
Maumee, OH
4 days ago
Financial Advisor
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee...
Full time
Contract work
For contractors
Work at office
Northwestern Mutual Life Insurance Company
Toledo, OH
2 days ago
Financial Wellness Associate
$19.23 - $28.37 per hour
...Be a problem solver, trusted advisor, and partner to the people... ...solutions to assist in client's financial wellness, both in person and... ...the branch team in a hybrid platform role, the FWA works closely... ...(required) Work Experience Experienced in developing current and...
Platform
Hourly pay
Work experience placement
Work at office
Day shift
Key Bank
Lambertville, MI
13 hours ago
Financial Wellness Associate
$19.23 - $28.37 per hour
## Financial Wellness AssociateApplylocations: Lambertville, MItime... ...a problem solver, trusted advisor, and partner to the people and... ...the branch team in a hybrid platform role, the FWA works closely... ...required) **Work Experience*** Experienced in developing current and...
Platform
Hourly pay
Work experience placement
Work at office
Day shift
KeyCorp
Lambertville, MI
14 hours ago
Independent Sales Representative
...Independent Sales Representative Toledo, OH Founded in 2014, Snap! Mobile is the creator of Snap! Raise, the nation's largest and top-performing digital fundraising platform for high school and youth athletics and activities. Since its founding, Snap! Raise has helped...
Platform
Contract work
Part time
Second job
Local area
Flexible hours
Snap! Mobile
Toledo, OH
1 day ago
Financial Advisor
Overview Gryphon Financial Partners is a $2.4B AUM independent RIA and multi-family office serving high-net-worth clients and families. We offer a core Wealth... ...and selectively. We are looking for a Senior Client Advisor / Relationship Manager to join our team in Toledo,...
Work at office
Gryphon Financial Partners
Toledo, OH
3 days ago
Financial Advisor
Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners... ...High level of self-motivation; ability to accomplish goals independently History of success in sales, competitive roles, client services...
Work at office
Flexible hours
Bankers Life
Toledo, OH
3 days ago
Financial Advisor
$61k - $119k
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their... ...and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee...
For contractors
Work at office
Northwestern Mutual
Toledo, OH
5 days ago
Experienced Analyst - Master's of Finance
$115k - $145k
...Overview As an experienced Analyst, you will play a central role at Cornerstone Research. You will work in case teams that range in size... ..., involving key responsibilities such as: Developing financial and economic models; Analyzing large datasets; Examining...
Full time
Work experience placement
Local area
Cornerstone Research
Toledo, OH
5 days ago
Sales Representative
...Regional B2B Sales Opportunities Ohio DEX is the nation's largest independent provider of office technology and... ...business development or you're an experienced B2B Account Executive, we'd like... ...knowledge of Microsoft Office and CRM platforms preferred. Qualifications...
Platform
Full time
Work at office
Local area
Afternoon shift
DEX Imaging
Toledo, OH
5 days ago
Remote Customer Service Representative - Travel
...communication abilities The ability to work independently in a remote setting Comfort using email, online platforms, and basic computer tools Strong... ...learning resources Ongoing support from an experienced travel team Travel industry perks and supplier...
Platform
Remote work
Hallford Travels
Toledo, OH
1 day ago
Part-time Teller - 30 hours
...Location: 3030 Secor Road - Toledo, Ohio 43606 Job Summary: Be a problem solver, trusted advisor, and partner to the people and... ...clients, listen to uncover financial needs and transition clients... ...service role (required) Experienced in cash handling (required)...
Part time
Day shift
KeyCorp
Toledo, OH
1 day ago
Regional Specialized CDL-A Drivers
$90k - $100k
...in hauling steel coils throughout Michigan, Indiana and Ohio. Our Specialized fleet operates in the Midwest region... ...for their 10 hour break more often. Our 4 axle trailer platform is available for experienced drivers. Minimum pay guarantee of $3,000.00 bi-weekly...
Platform
James Burg Trucking Company
Toledo, OH
more than 2 months ago
Independent Catering Delivery Professional
...Independent Catering Delivery Professional DeliverThat is built for the ones who show... ...based food deliveries. Join a driver-first platform that values your time, respects your... ...schedule that supports your lifestyle and financial goals. What You'll Need A...
Platform
Contract work
For contractors
Immediate start
Flexible hours
DeliverThat
Genoa, OH
3 days ago
Paralegal - Litigation
...Maintain accurate calendars and assist with e-filing in Ohio courts . Collaborate with attorneys, clients, and external... .... Familiarity with trial preparation and e-discovery platforms. Ability to work independently in a small-office environment. Why Join Us: You'll be part...
Platform
Work at office
Aivana Limited
Toledo, OH
5 days ago
CT / Radiologic Technologist | ARRT Certified
...Heart of the Midwest - Discover Toledo, Ohio Toledo is a city filled with opportunities... ...environment. You'll enjoy the independence your position grants you while always having... ...expertise. We will provide you with a platform where your skills are highly regarded and...
Platform
Local area
Flexible hours
Weekend work
MLee Medical Employment
Toledo, OH
4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Experienced Financial Advisor - Independent Platform (Ohio). Be the first to apply!