Certified Financial Planner
WealthBridge Financial Group
WealthBridge Financial Group is seeking a results-oriented Certified Financial Planner 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 Certified Financial Planner 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 #J-18808-Ljbffr WealthBridge Financial Group
- ...WealthBridge Financial Group is seeking a results-oriented Certified Financial Planner 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...Suggested
$48k - $100k
...life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help... ...development. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC...SuggestedWork at officeShift workDay shift$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your... ...Essentials, Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company-funded retirement package...SuggestedFull timeContract workFor contractorsWork at office- ...Strong academic track record, including the achievement of a bachelor’s or advanced degree. Industry designation preferred: CERTIFIED FINANCIAL PLANNER TM , Chartered Financial Analyst, or Certified Public Accountant. 3+ years of client-facing experience in the financial...SuggestedContract workWork at office
- ...Union Savings Bank is an Equal Opportunity Employer. Essential Duties and Responsibilities Complete deposits, withdrawals, and other financial interactions Balance teller station Confirm accuracy of transactions Prepare, verify and issue cashier checks, personal money...SuggestedWork at officeLocal area
$41.25k - $68.75k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$41.25k - $68.75k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer’s financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workWork experience placementWork at office- ...and wealth solutions. What You’ll Do: Serve as the primary relationship lead for middle market clients, delivering comprehensive financial solutions beyond lending. Originate, structure, and manage complex credit facilities, including syndicated and club deals. Drive new...Full timeContract workLocal area
$48.75k - $81.25k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer’s financial wellbeing. Collaborates with ecosystem partners to grow customer’s share of wallet. Acts as a PNC ambassador; positions PNC solutions...Full timeTemporary workWork experience placementWork at officeShift work$17 - $19 per hour
...A Relationship Banker is responsible for promoting and recommending the bank’s products and services to help meet our customers’ financial goals. Essential Functions and Responsibilities Maintaining and balancing cash drawer Ensure compliance with all internal controls...Hourly payFull timeBank staffWork at officeMonday to Friday- ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Work experience placementWork at office
- ...As a First Commonwealth Relationship Banker you will live out our Mission to improve the financial lives of our neighbors and their businesses. You understand the importance of the customer experience, and the role each employees plays in delivering on our Customer Service...Live outWork at office
- ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Work experience placementWork at office
$52.5k - $87.5k
...engagement activities to connect with clients and position PNC products to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and...Full timeTemporary workWork experience placementWork at office$52.5k - $87.5k
...engagement activities to connect with clients and position PNC products to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and...Temporary workWork at officeShift work- ...Financial Counselor - Bethesda North Hospital Join a team dedicated to serving patients with compassion, respecting every individual’s needs, and engaging with professionalism and empathy. As a Financial Counselor at Good Samaritan Hospital, you will play a vital role...Full timeWork experience placementDay shift
$52.5k - $87.5k
...surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...Organization : Name CINCINNATI-WEST OH Default: Location : City CINCINNATI Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation...Work at officeLocal area
- ...Overview As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can...
- ...applicants Direct message the job poster from Modern Woodmen of America Regional Recruiter @ Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of...Full timeLocal area
- ...creating memorable experiences for clients. You will manage client relationships, providing tailored banking solutions and utilizing financial technology to enhance the client experience. The ideal candidate has sales experience in Retail Banking and strong communication...Flexible hours
- ...Relationship Banker in Cincinnati, Ohio. This role involves exceeding client expectations, managing client relationships, and leveraging financial technology to provide effective solutions. A successful candidate will have a strong sales background and excellent communication...
$16 - $17 per hour
...account discrepancies, answering questions, and promoting and recommending the bank’s products and services to help meet our customers’ financial goals. Essential Functions and Responsibilities Maintaining and balancing cash drawer Ensure compliance with all internal...Full timeWork at office- ...Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training and mentoring, and the advantage of carrying the banner of a 170+ year-old, Fortune 100 company with over $600 billion in assets. As an Advisor...Immediate start
- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Responsibilities...Work at officeFlexible hours
- ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition...Temporary workWork experience placementLocal area
- ...candidates to demonstrate the skills necessary to perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Work experience placementWork at office
- ...information, payment trend analysis, obtaining and reviewing customer financials, marketplace information and debt and stock ratings Resolve... ..., financial wellness planning, tuition reimbursement and more Certified Great Place to Work with 900+ lifetime workplace award wins...H1bWork at office
- ...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering... ...encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable...Work experience placementWork at officeLocal areaFlexible hours
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