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
- ...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...Suggested
WealthBridge Financial Group
Urbandale, IA3 days ago $35.37 - $58.95 per hour
Join to apply for the Financial Consultant role at Banner Health . Estimated Pay Range $35.37 - $58.95 / hour, based on location, education, & experience. Position Summary This position provides analytical support for the financial positioning and future growth of assigned...SuggestedRemote workMonday to FridayShift work$42 per hour
...effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and...SuggestedH1bLive inWork at officeNew York Life Iowa office
Des Moines, IA11 hours ago$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...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
West Des Moines, IA2 days ago$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 officeUnavailable
West Des Moines, IA1 day ago$50k
...Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business...Work at officeHome officeFlexible hoursEdward Jones
West Des Moines, IA1 day ago- ...Job Description Job Description Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll...
Thrivent
Des Moines, IAa month ago $80k - $105k
...Overview Financial Architects is growing quickly, and we’re adding Entry Level Financial Representatives who are eager to have a long-term career in financial services. This is a client-facing role where you’ll learn the fundamentals of wealth management and financial...Temporary workFlexible hoursFinancial Architects
Des Moines, IA11 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Urbandale, IA1 day ago$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...Hourly payFull timeTemporary workWork experience placementLocal areaCVS Health
Des Moines, IA4 days 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...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Des Moines, IA1 day ago$60k - $70k
...Personal Financial Counselors (PFC) provide personal financial counseling services at military installations. Primary responsibilities... ...may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff,...Contract workWork at officeFlexible hoursFederal Guardian
Des Moines, IA1 day ago- ...margins, allocations of overhead expenses Maintain product correlation analysis and sales opportunities to current customer base Create financial models by product family to run scenario analysis and analyze forecast Assist the product team with financial modeling of new...
Aureon
West Des Moines, IA1 day ago - ...affords personal and professional growth opportunities. Learn more at Overview of Job Function: Job Summary: Integral part of the Financial Planning and Analysis team. Responsibilities include financial planning and analysis on a corporate level; budgeting, forecasting,...Local areaShift work
Verint Systems
Des Moines, IA7 days ago - ...Northwestern Mutual is offering an internship program for College Financial Representatives located in Urbandale, Iowa. This role allows college students to build a financial planning practice while gaining exposure to strategic business activities and training. Interns...Full timeInternshipFlexible hours
Northwestern Mutual
Urbandale, IA4 days ago - ...net worth clients Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of... ...Skills & Knowledge Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial...
Mariner
West Des Moines, IA2 days ago - ...Triangle Financial Services, Inc., is an independent financial services firm in West Des Moines, Iowa, that is proud of always doing what’s best for our clients and providing outstanding service. We are looking to hire an Paraplanner to join our growing team of financial...Full timeWork experience placementFlexible hours
Trianglefsinc
West Des Moines, IA2 days ago - ...create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our... ...Knowledge Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial...
Mariner Wealth Advisors
West Des Moines, IA2 days 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...Full timeInternshipLocal areaFlexible hours$41.71k - $65k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a...Part timeLocal areaImmediate startDay shiftBMO U.S.
Des Moines, IA1 day ago- ...Arete Technologies, Inc. offers set of innovative Consulting and Outsourcing services, bridging the gap between requirements and outputs of various dexterous and facile companies worldwide. The thrust of providing global deliverables with focus on providing paramount...Worldwide
Arete Technologies Inc
Des Moines, IA1 day ago - OpenLoop Health, Inc. is seeking a Senior Staff Security Analyst to lead security operations. You'll own complex security tasks and mentor analysts while utilizing AI tools to enhance efficiency. Candidates should have 10–12 years of experience in security, specifically...Flexible hours
OpenLoop Health, Inc.
Des Moines, IA1 day ago $150k - $200k
...Senior Financial Planning Advisor Location: Des Moines, Iowa (Onsite only—cannot relocate, remote, or out-of-area) Compensation: $150,000–$200,000 base salary + discretionary bonus based on firm performance and profitability + excellent benefits Job Purpose & Summary The...Work at officeLocal areaRemote workRelocationFlexible hoursVaco
Des Moines, IA3 days ago- ...interact with other systems personnel in a team environment. Ability to maintain confidentiality pertaining to nonpublic business, financial, personnel, salary, and technological information, plans or data. Ability to think analytically to solve technical problems...
ITAGroup
West Des Moines, IA1 day ago - ...submission standards, and manage the commercial loan workflow bank-wide, typically handling large commitments. You will evaluate financial statements, prepare credit presentations, determine risk ratings, and guide loan officers on covenants and monitoring, while upholding...
Bank-Iowa-1
West Des Moines, IA1 day ago - ...completion process for bank-wide commercial loans, typically exceeding $500M in total commitments. The role requires analyzing complex financial statements, calculating risk ratings, and presenting credit recommendations for approvals. You will develop submission standards,...
Bank Iowa
West Des Moines, IA1 day ago $70.35k - $205.8k
...game changing solutions in our inclusive culture that values diversity of ideas, experiences and backgrounds. You are a confident Consultant who spots and stays ahead of the SAP platform, industry and Finance trends and knows how to translate client goals into clear and...Work experience placementLive inWork at officeLocal areaAccenture
Des Moines, IA3 days ago$70.35k - $205.8k
...changing solutions in our inclusive culture that values diversity of ideas, experiences and backgrounds. You are a confident Consultant who spots and stays ahead of the SAP platform, industry and Finance trends and knows how to translate client goals into clear and...Work experience placementLive inWork at officeLocal areaAccenture
Des Moines, IA1 day ago$70k - $100k
Responsive Recruiter Benefits: ~401(k) matching ~ Bonus based on performance ~ Competitive salary ~ Donation matching ~ Free uniforms ~ Health insurance ~ Profit sharing ~ Training & development ~ Tuition assistance ~401(k) ~ Company parties ~...For contractorsWork at office$36k - $75k
...Are you driven, self‑motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long‑term success. As a Financial Representative...TraineeshipHome officeMutual of Omaha
Clive, IA11 hours ago
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