Financial Consultant

WealthBridge Financial Group

Job Description

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.

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 24 days ago

Similar jobs that could be interesting for youBased on the Financial Consultant in Greenfield, WI vacancy

Financial Consultant
...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...
Suggested
WealthBridge Financial Group
Greenfield, WI
2 days ago
Financial representative
...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...
Suggested
Local area
Modern Woodmen
Greendale, WI
3 days ago
Workday Certified Financials/Studio Integration Consultant
$70.35k - $196k
As a Workday Financials Integrations Developer Consultant, your primary responsibilities may include: Lead the design of integrations from point to point systems as well as holistic interchange services rendering effective data quality and dependable exchanges of digital...
Suggested
Full time
Work experience placement
Live in
Work at office
Local area
Accenture
Milwaukee, WI
2 days ago
Oracle Financial Accounting Hub Consultant
...skills across more than 40 industries, we offer Strategy and Consulting, Interactive, Technology and Operations services—all powered by... ...stakeholders to understand Record to Report (R2R) business requirements; Financial Accounting Hub setup; demonstrate understanding of business...
Suggested
Full time
Work experience placement
Live in
Work at office
Local area
Accenture
Milwaukee, WI
2 days ago
Relationship Banker
...applying for any new position. Acknowledge ( Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...
Suggested
Work at office
Flexible hours
Shift work
Weekend work
Day shift
Bank of America
Greendale, WI
4 days ago
Financial Aid Counselor
...Financial Aid Counselor Reports To: Director of Financial Aid & Veterans Services Department: Financial Aid & Veterans Services Employment Status: Full-time Pay Months: July-June Position Summary: The position of Financial Aid Counselor is an integral part...
Full time
Work at office
Afternoon shift
Mount Mary College
Milwaukee, WI
1 day ago
Financial Advisor
$45k - $100k
...Financial Advisor OpportunityJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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...
Traineeship
Work at office
Local area
Work from home
Home office
Flexible hours
Edward Jones
Elm Grove, WI
3 days ago
Financial Aid Advisor
$20.54 - $27.78 per hour
...Financial Aid Advisor Current staff, faculty/adjunct at Herzing University: log into UKG and navigate to Menu Myself My Company View Opportunities to apply using the internal application process. Overview: A 40-hour schedule will be determined based on business...
Hourly pay
Work at office
Monday to Friday
Afternoon shift
Herzing Brand
Milwaukee, WI
3 days ago
Financial Advisor
$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...
Full time
Contract work
For contractors
Work at office
Northwestern Mutual Life Insurance Company
Elm Grove, WI
3 days ago
Financial Advisor
$115k - $125k
33-Hour Summer Work Week No Commissions | No Sales Quotas | No Cold Calling Build Financial Futures. Not Sales Pipelines. At Liberty Financial Group , we're a woman-owned, fee-only RIA that has helped clients achieve their financial goals since 1981. We believe great financial...
Summer work
Work at office
Work from home
Flexible hours
Liberty Financial Group Inc
Elm Grove, WI
3 days ago
Banking: Relationship Banker
$17 - $29.75 per hour
...strengthens client relationships by delivering personalized financial advice and solutions. This role focuses on understanding client... ..., referrals, and digital adoption. Consistently execute a consultative sales approach, focusing on advice and long-term relationship...
Old National Bank
West Allis, WI
4 days ago
Commercial Loan Processor
About the Job Commercial Loan Processor - $30/hr - Hybrid Remote (Greenfield, WI) - Job # 3137 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around...
Work at office
Remote work
Flexible hours
The Symicor Group
Greenfield, WI
2 hours ago
Teller
...visas or participate in STEM OPT for this position. Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...
Full time
Temporary work
Part time
Work experience placement
Work at office
PNC
West Allis, WI
9 hours ago
Financial & Employment Planner Case Mgr
At APM, we live our values of iCARE – Integrity, Customer focus, Accountability, Respect, and Excellence – in everything we do. We are a purpose-driven organisation where procurement decisions directly impact the people and communities we serve. In the US, our services...
Full time
Work at office
Local area
Equus
Milwaukee, WI
25 days ago
Financial and Employment Planner Eligibility
...will help shape a procurement function that is not only commercially strong but socially meaningful. Job Description The Financial and Employment Planner – Eligibility is responsible for determining initial and ongoing eligibility for W-2 services and Job...
Full time
Second job
Work at office
Local area
Equus
Milwaukee, WI
25 days ago
Financial Counseling Representative
$18 - $19 per hour
...Financial Counseling Representative On-site Multiple locations Racine, Franklin, Milwaukee and Appleton, WI | Schedule: 8am-5pm Job type: PRN | Pay: $18-$19 hourly Help Patients Find Financial Support Join R1 as a Financial Counselor and help uninsured and underinsured...
Hourly pay
Relief
Local area
R1 RCM
Milwaukee, WI
2 days ago
Full-time Teller
$18 per hour
Description Starting salary for Teller position is $18.00 an hour and up, depending on experience. What is the Teller position? This position is responsible for accurately processing deposit account and loan transactions while adhering to all policies and procedures...
Full time
Flexible hours
WaterStone Bank
West Allis, WI
1 day ago
Teller
...interaction. In this front-line role, you'll process transactions accurately, identify opportunities to meet customer needs, and promote financial solutions that help our clients achieve their goals. Grow your banking knowledge while contributing to a team that values...
Night shift
Associated Banc-Corp
Hales Corners, WI
1 day ago
Teller: Elevate Customer Experience & Referrals
WaterStone Bank in Wisconsin is seeking a Teller to accurately process deposits and withdrawals, managing customer transactions with integrity and efficiency. You will support the sales process by identifying needs, promoting offers, and referring customers to Bankers ...
Wsbonline
Franklin, WI
2 days ago
Financial Advisor - Career Changers Encouraged To Apply
$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 goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused...
Full time
Contract work
For contractors
Work at office
Northwestern Mutual
Brookfield, WI
1 hour 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 achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...
Work at office
Unavailable
Wauwatosa, WI
6 days ago
Financial Advisor
$200k
Financial Advisor — Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning...
Local area
Drake & Associates, LLC
Milwaukee, WI
2 days ago
Financial Advisor
Direct message the job poster from Northwestern Mutual Financial Advisor at Northwestern Mutual Company Description Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. Through personalized insurance and investment...
Full time
Northwestern Mutual
Milwaukee, WI
3 days ago
Financial Advisor
$45k - $100k
...Financial Advisor Position Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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...
Traineeship
Work at office
Local area
Work from home
Home office
Flexible hours
Edward Jones
Milwaukee, WI
5 days ago
Investment Associate - Private Debt & Equity
...industries. Develop investment theses. Perform detailed financial analysis and modeling. Assist in the writing of investment... ...Comprehensive benefits Employee resource groups PandoLogic. Category:Finance, Keywords:Investment Consultant, Location:Milwaukee, WI-53205
Flexible hours
Northwestern Mutual
Milwaukee, WI
19 hours ago
Financial Advisor
...Financial Advisor DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial direction for those who dedicate their lives to educating and serving the public. Our mission is to provide supporting...
Full time
Temporary work
Work at office
DBHW Wealth Partners
South Milwaukee, WI
3 days ago
College Financial Representative, Internship Program
$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
For contractors
Internship
Local area
Unavailable
Elm Grove, WI
1 day ago
College Financial Representative, Internship Program
$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
Wauwatosa, WI
9 hours ago
Corporate Finance Associate
...The Corporate Finance team supports the financial integrity of Artisan Partners, through accounting, financial reporting, analysis and financial controls. The Corporate Finance Associate will join a collaborative team with exposure to a broad range of accounting and financial...
Work at office
Artisan Partners
Milwaukee, WI
3 days ago
Senior Financial Advisor
$89.17k - $142.68k
...Job Description Blue Cross NC is seeking a Senior Financial Advisor to lead and coordinate financial work efforts that provide divisional... ...innovation and stewardship through collaboration and consultation with internal stakeholders to identify, plan and execute initiatives...
Work at office
Local area
Remote work
Flexible hours
2 days per week
Blue Cross and Blue Shield of North Carolina
Milwaukee, WI
3 days ago

Do you want to receive more vacancies?

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