Financial Consultant
WealthBridge Financial Group
Overview 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. Responsibilities Engage with clients to understand their financial objectives and risk tolerance. Provide tailored financial advice and strategies that align with clients' goals. Leverage financial tools and analytics to assess client needs and develop action plans. Collaborate with a network of industry experts and access to resources to serve clients effectively. Qualifications 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 #J-18808-Ljbffr WealthBridge Financial Group
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- ...first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Prudential Financial Business Development Manager/ Stategic Growth Partner/ Upper Midwest & MT, WY The Northern Lights Financial Group (of Prudential Advisors...SuggestedFull time
$43.89k - $102.08k
...refinement of volume projections by analyzing trends, partnering with key stakeholders, and generating insights that feed into broader financial forecasts. This position offers a strong foundation in forecasting and analytics, with the opportunity to directly impact how the...SuggestedHourly payFull timeTemporary workWork experience placementLocal areaCVS Health
Cheyenne, WY15 hours ago$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...SuggestedFull timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Cheyenne, WY1 day ago- ...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to... ...build a long-term career in financial services, deepen their consultative expertise, and support customers as their financial needs...SuggestedTemporary workWork experience placementImmediate start
Wells Fargo
Cheyenne, WY4 days ago $18 - $22 per hour
...on opportunities to promote new banking services. Use the essential skills of effective communication and listening to meet the financial needs of customers and develop customer relationships. Other duties as assigned by branch management. Job Type: Full-time;...Hourly payFull timeWork at officeWork visaMonday to FridayFlexible hoursShift workFirsTier Bank
Cheyenne, WY13 days ago$124.2k - $186.2k
About the team: The Information Security organization advances the overall state of security at Rubrik through purposeful initiatives and coordination of large security projects. Information Security builds technologies, tools, and processes to better enable teams at...Local areaRemote workRubrik
Cheyenne, WY1 day ago$75k - $95k
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Cheyenne, WY3 days ago$22 per hour
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Amentum is a global leader in advanced engineering and innovative technology solutions, trusted by the United States and its allies to address their most significant and complex challenges in science, security and sustainability. Our people apply undaunted curiosity, relentless...Hourly payContract workLocal areaAmentum
Cheyenne, WY2 days ago$72k - $90k
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Cheyenne, WY15 hours ago- General Summary Provides quality service by assisting customers accurately and efficiently, and develops long‑term customer relationships. Oversees the receiving and paying of money to bank customers, and ensures that accurate record‑keeping of deposits and withdrawals...Bank staffFlexible hours
pinnbank
Cheyenne, WY4 days ago - PinnBank in Cheyenne, WY seeks a Teller to provide quality service by assisting customers accurately and efficiently. You will oversee deposits and withdrawals, maintain records, and promote bank services. This role requires handling cash, assisting walk‑in customers, ...
pinnbank
Cheyenne, WY4 days ago - First Interstate Bank in Cheyenne, WY is seeking a friendly Teller to handle daily transactions in lobby and drive-up. You will deliver outstanding client service, process deposits and withdrawals, and help customers with basic banking needs. You will identify referral...
First Interstate
Cheyenne, WY4 days ago - ...WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role in Cheyenne, WY. This leadership position focuses on building and leading a team of experienced advisors while continuing personal client work. You will recruit...
$50k - $120k
...established wealth management practice aligned with OneAmerica Financial. Our client firm operates under a specialized macroeconomic... ...licensing and financial planning training program. Learn to host consultative 'discovery' conversations to evaluate client needs, financial...Local area$60k - $120k
...representing a prominent local general agency of OneAmerica Financial® that prioritizes developing high-performing professionals transitioning... ...and financial planning training program. Learn to host consultative discovery conversations to evaluate client needs, financial...Local area$101.23k - $172.36k
...Investment Consultant What is the opportunity? Expand and deepen the network of Independent Financial Advisors, CPAs and attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in CNR investment services...Remote workCity National Bank
Cheyenne, WY4 days ago- Requisition ID: 290602 ~ Relocation Authorized: National - Family ~ Telework Type: Full-Time Office/Project ~ Work Location: Cheyenne, WY, Various Work Locations USA Extraordinary teams building inspiring projects: Since 1898, we have helped customers...Full timeContract workWork experience placementWork at officeLocal areaRemote workRelocation
Bechtel
Cheyenne, WY20 days ago - ...Teller Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much...Part timeWork experience placement
- What’s Important To You We know your career is just one aspect of a meaningful, complex, and demanding life. That’s why we designed our compensation and benefits package to provide employees and their families with as much choice as possible. Generous Paid Time Off (PTO...Monday to FridayNight shift
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CITY OF CHEYENNE
Cheyenne, WY1 day ago $20 - $23 per hour
...Client Relationship Consultant 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...Temporary work- ...(4 floating holidays, prorated based on start date) * Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial...Full timeTraineeshipLocal areaMonday to Friday
OneMain Financial
Cheyenne, WY15 hours ago $46.99k - $122.4k
...Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. The Financial Planning & Analysis (FP&A) Senior Analyst will play a key role in supporting the financial planning, forecasting, budgeting, and performance...Hourly payFull timeTemporary workLocal areaHispanic Alliance for Career Enhancement
Cheyenne, WY15 hours ago$43.89k - $102.08k
CVS Health in Cheyenne, Wyoming, is looking for a Financial Analyst to develop financial plans and analyze performance. Candidates should have a Bachelor's degree and 0-2 years of finance experience—key duties involve budgeting, forecasting, and trend analysis. The position...CVS Health
Cheyenne, WY4 days ago$60k - $150k
A leading financial services company is seeking motivated individuals for their Accelerated Path to Management Program. This role focuses on developing financial professionals who will sell products and lead teams. Candidates should have sales or managerial experience,...New York Life
Cheyenne, WY4 days ago- ...Meridian Trust Federal Credit Union in Cheyenne, WY seeks a Senior Financial Analyst to partner with the CFO and leadership, turning data into strategic insights that influence financial decisions and long-term growth. You will analyze trends and support capital planning...
Meridian Trust Federal Credit Union
Cheyenne, WY20 hours ago $98.21k - $144.71k
...of multiple departments that report directly up to our Chief Financial Officer. UMB’s CFO Administration team provides support in a multitude... ...UMB. Who we are We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we...Work experience placementLocal areaFlexible hoursUMB Bank
Cheyenne, WY15 hours ago$72.7k
...Company : enGen Job Description : JOB SUMMARY This job performs financial and business related research and analysis such as the preparation of forecasts and/or analysis of financial reports, records and trends; develops and maintains spreadsheets and databases to facilitate...For contractorsWork at officeLocal areaHighmark Health
Cheyenne, WY1 day ago
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