Financial Planner
Wealthbridge-Financial-Group
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
$81k - $135k
...will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Financial Planner to join their dynamic team. The Financial Planner will deliver comprehensive financial planning to clients. This may...SuggestedFull timeWork at officeLocal areaRemote workFlexible hours$20.55 - $25.05 per hour
About Working at Commerce Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there...SuggestedHourly payFull timeMonday to FridayShift work- ...The International Financial Planner interacts with clients daily to gather information, analyze information, develop recommendations, implement recommendations, and monitor the financial plans of their clients. The Planner collaborates with one or more Wealth Managers...Suggested
$16.5 per hour
...Personal Bankers are enthusiastic/self‑motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential...SuggestedFull timeTemporary workPart timeWork at office- ...Business Banking Officer responsible for managing and servicing business banking relationships. The ideal candidate will evaluate financial information and credit risks, ensure adherence to company policies, and effectively cross-sell additional banking products. Applicants...Suggested
- Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly new account...
- Enterprise Bank & Trust in Lenexa, Kansas, seeks a Business Banking Officer responsible for maintaining banking relationships and ensuring credit evaluations are completed accurately. Candidates should possess a Bachelor's in Business Administration, plus skills in commercial...Work at office
- Enterprise Bank & Trust is seeking a Business Banking Officer in Merriam, Kansas. The role involves managing business banking relationships and evaluating credit risk while promoting bank products and services. The ideal candidate will possess strong interpersonal skills...
$29.53k - $56.95k
...and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. UMB’s branches offer many opportunities to...Local areaFlexible hoursAfternoon shift- ...Trust is looking for a Business Banking Officer to manage and service banking relationships effectively. The role involves evaluating financial data, monitoring loans, and working closely with customers to enhance relationships. The ideal candidate will possess a Bachelor's...
- ...other departments to ensure the workflow or process is providing the best service to the customer. Proactively seeks ways to provide financial solutions to new and existing customer relationships to meet or exceed customer expectations. Proficient in determining customer...Full timeWork at office
- Job Details Job Location: Leawood Branch - Leawood, KS 66211 Position Type: Full Time PRIMARY PURPOSE OF JOB This position is the focal point in the branch for sales, service and/or referral opportunities in support of the overall branch goals and striving to make lifelong...Full timeBank staffLocal areaNight shift
- Primary Office Location 1424 East Grandview Blvd. Erie, Pennsylvania. 16504. Position Title Relationship Banker Business Unit Retail Reports to Varies Based on Assignment Position Overview This position is expected to develop proficiency of basic consumer banking transactions...Work at office
- ...Transparency Salary Range: Not Available Application Deadline: 05/22/2026 Summary Are you ready to make a real difference? At BOK Financial, we're passionate about supporting our clients and each other. Join us as a Personal Banker and kickstart your career with our industry...
- ...BOK Financial in Kansas City is looking for a Personal Banker to deliver an exceptional client experience and build long-term relationships. This role includes participating in a 9-week Banking Navigator training program designed to prepare the individual for client interactions...
- Enterprise Bank & Trust is looking for a Business Banking Officer in Overland Park, Kansas. This role involves managing business banking relationships, evaluating credit risks, and collaborating closely with clients and internal teams. The ideal candidate will have a Bachelor...
$20 - $21 per hour
...and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. UMB’s branches offer many opportunities to...Local areaFlexible hoursAfternoon shift$55k - $60k
...leverage CIBC’s best‑in‑class mobile and online banking options to recommend the right products and solutions that will help their financial success. You’re flexible to work our banking center hours which may include evenings and weekends. To help deliver a great client...Full timeBank staffRelocation packageFlexible hoursAfternoon shift$20 - $21 per hour
...customer relationships and recommending and selling products and services. They use product knowledge to identify needs and offer financial solutions, helping customers secure their financial well‑being while making banking easy. Key Responsibilities Ask personalized questions...Local areaFlexible hoursAfternoon shift- ...dental, vision, critical illness, accident, supplemental life w/ AD&D 100% match of retirement savings (up to plan limit) Discounted financial service fees on select OMB products and services OMB Bank was founded in 1999 with a commitment to excellence in service. We offer...
$18 - $22 per hour
...productive work culture, and we are proud to offer outstanding benefits and opportunities for career growth. The Job at a Glance Provides financial and account services to members in a confident and professional manner that assures efficient operations and exceptional service....Hourly payFull timeTemporary work- ...committed to bringing passion and customer focus to the business*Simmons Bank is a dynamic regional community bank with the full financial capabilities to meet the unique needs of our customers. We believe in empowering our associates to be a trusted advisor while providing...Night shift
- ...If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Relationship Executive might be perfect for you. As a Relationship Executive in Mid-Corporate...Local areaFlexible hours
- ...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, teammates, communities and shareholders every...Work at officeFlexible hoursShift workWeekend workDay shift
- ...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources Develop and maintain a high degree of visibility...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
$20.55 - $25.05 per hour
...About This Position Our Personal Bankers are personable, goal‑oriented, and passionate about helping customers improve their financial health. As a Personal Banker at Commerce Bank, you will develop and maintain long‑lasting relationships with customers and internal teams...Hourly payMonday to Friday- Enterprise Bank & Trust is seeking a Business Banking Center Manager I in Lenexa, KS to oversee commercial banking relationships and lending activities. You will evaluate credit risk, recommend approvals, monitor loan portfolios, and partner with branch leadership to cross...
$20 - $24.95 per hour
...qualifications, and prior experience. Arvest offers a comprehensive suite of benefits, including a full range of health and life, financial, and wellness benefits. Position requires flexibility Monday through Friday 8:00 am to 5:00 pm with rotating Saturdays 8:30 am to...Hourly payMonday to FridayNight shift- ...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, teammates, communities and shareholders every day....Work at officeShift workWeekend workDay shift
- ...efficiently processing cash transactions for clients as needed. Having deep conversations with clients to gain in‑depth knowledge of the financial and life priorities and connecting clients to solutions that meet their financial goals. Executing the bank's risk culture and...Flexible hoursWeekend work
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