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. 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. 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 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...Suggested
- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. You will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals. You will leverage your financial...Suggested
- ...we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. The Financial Advisor is responsible for managing existing client relationships and formulating and implementing advice. They are also expected...SuggestedBank staffWork at officeLocal area
$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...SuggestedWork at office- ...Magellan Health is seeking a dedicated Counselor to provide personal financial counseling services to military service members and their families. The role requires a bachelor's degree and 3+ years of relevant experience. Counselors will assist with financial management...Suggested
$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...Full 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- ...Are you ready to take your financial services expertise to an environment where you’re valued and supported? Are you seeking a career where your potential is limitless? Whether you’re a seasoned professional or looking to launch your career in financial services, Lakeshore...Remote workFlexible 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...WealthBridge Financial Group is seeking a Financial Consultant to work closely with clients to understand their financial objectives and provide tailored advice aligned with their goals. You will leverage analytics to assess needs and develop effective action plans, collaborating...
$118.17k - $144.43k
...At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life...Temporary workWork experience placementLocal area$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- ...Associate Financial AdvisorAt Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers...Work at officeLocal area
- ...relationships for Nicolet and your branch, serving as a trusted financial advisor who reflects Nicolet's culture, values, and... ...Relationship Building: Deliver a highly personalized and consultative customer experience across in-person, phone, and digital channels...Temporary workWork at officeLocal area
$41.71k - $65k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...Smart phones, online tools, and applications.Experience in a consultative customer service or sales role, with a drive to deliver a...Part timeLocal areaImmediate startDay shift$17 - $28.96 per hour
...exceptional service, and learn the skills to grow your banking career. In this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands-on experience,...Hourly payImmediate start$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- ...What you’ll do Drive business growth by identifying, developing, and expanding client relationships through proactive outreach and consultative selling. Serve as a strategic connector across business lines to deliver seamless cross‑sell opportunities and a boutique client...Full time
- ...on credit application approval/denial based on research and analysis.Reviews credit applicationEstablishes lines of creditConducts financial analysis including 3rd party report reviewMakes recommendations to the Manager of Credit.Prioritizes credit reviews for existing...
- ...Step into a role where your analytical instincts and financial curiosity drive smarter business decisions. As a Credit Analyst at Green Bay Packaging, you’ll dive deep into credit data, collaborate with teams across the country, and help shape smart, risk-aware decisions...Work at office
- ...assistance to the Commercial Lenders as requested. As a Credit Analyst, you will: Spread and make interpretive analysis of financial statements, to include historical analysis and financial forecasting using the Baker Hill Statement Analyzer software; Analyze...Work experience placementWork at officeLocal area
$50k - $100k
...recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment. Performs financial analysis and calculations and makes recommendations to Manager. Supports portfolio monitoring and compliance, analyzes metrics,...Contract workPart timeInternshipWork at officeLocal area- ...matter what industry you're joining us from. Service, accuracy, organization - you'll get to do it all in this role as you expand your financial services expertise. If you crave a work environment that has life-friendly hours, a community-centered vibe, and is a place where...Work at officeMonday to FridayDay shift
- ...At Fortifi Bank, our Credit Analysts are responsible for analyzing current credit data and financial statements of individuals and businesses to determine the degree of risk involved in extending credit for use in the loan decision-making process.At Fortifi Bank, we do...
- ...credit union serving more than 130,000 members at over 20 locations. We take pride in being a progressive, member-owned, full service financial institution dedicated to serving the community. We offer a great team environment, competitive salary and an excellent benefit...Temporary workPart timeFlexible hours
- ...direct deposit, ACH, payroll deduction, wire transfers, and safe deposit boxes.Concentrates on building financial relationships with members, using a consultative approach. Discusses special promotions, and makes member referrals to Member Service Representatives, Mortgage...Work at officeNight shift
$17 - $22.96 per hour
...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...Hourly payNight shift- ...information obtained from members and prepares analyses/loan presentations for new and renewing loan requests. Analyzes corporate financial statements and tax returns, personal tax returns, and personal financial statements. This includes assessing cash flow, balance sheet...Work experience placementWork at officeWork from home
- ...Processor, you will: Assists retail bankers in screening customer loan applications to determine loan eligibility by compiling personal financial data daily. Log in required initial loan documents and review for compliance, discrepancies, and omitted data and follow up for...Self employmentLocal area
- Vice President, Commercial Loan OfficerAs a Vice President, Commercial Loan Officer you will be in charge of evaluating loan applications and documentation by confirming credit worthiness, improve loan applications and documentation by informing applicant of additional...
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