Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 6 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Grand Forks, ND vacancy
  • $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... 
    Suggested
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Grand Forks, ND
    4 days ago
  • Job Description First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching. What Our Financial Advisors Do Personal coach to military... 
    Suggested
    Hourly pay
    For contractors
    Work at office
    Local area
    Home office

    First Command Financial Services, Inc.

    Grand Forks, ND
    4 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... 
    Suggested
    Work at office

    UNAVAILABLE

    Grand Forks, ND
    2 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative Internship 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... 
    Suggested
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Grand Forks, ND
    5 days ago
  • A financial services consultancy is seeking qualified candidates for a part-time, remote role offering financial solutions. The position allows you to work 20 hours per week with flexible hours from home while providing clients with personalized benefits solutions. Responsibilities... 
    Suggested
    Remote job
    Part time
    Flexible hours

    AO Garcia Agency

    Grand Forks, ND
    5 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 time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Grand Forks, ND
    3 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 time
    Internship
    Local area

    UNAVAILABLE

    Grand Forks, ND
    2 days ago
  •  ...is ideal for a motivated, customer-centric professional who thrives on building strong business relationships, structuring sound financial solutions, and driving commercial growth in the local market. Key Responsibilities: Assess creditworthiness and authorize... 
    Full time
    Local area

    First International Bank & Trust

    Grand Forks, ND
    4 days ago
  • $21 per hour

    ## Member Service Representative Teller - Grand Forks AFBApplylocations: GrandForkstime type: Full timeposted on: Posted Yesterdayjob requisition id: JR101231It's fun to work in a company where people truly BELIEVE in what they're doing!We're committed to bringing passion...
    Flexible hours

    Service Credit Union

    Grand Forks, ND
    1 day ago
  •  ...Demonstrate excellent customer service in accordance with U.S. Bank's Core Values Handle routine financial transactions, including deposits, withdrawals, advances, and payments Ensure positive interactions with customers and non-customers Identify customer needs and recommend... 

    Jobtailor

    Grand Forks, ND
    3 days ago
  • $20 - $22 per hour

     ...Consumer Banking and Branch Delivery branch locations (Metro, Community, and In-Store On-Site). Responsible for handling routine financial transactions (deposits, withdrawals, advances, payment, etc.), while ensuring a positive interaction with customers/non-customers.... 
    Local area

    U.S. Bancorp

    Grand Forks, ND
    2 days ago
  • $18 per hour

     ...ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance... 
    Hourly pay
    Full time
    Live in
    Work at office
    Immediate start
    Flexible hours

    Alerus

    Grand Forks, ND
    4 days ago
  • A financial services agency is seeking motivated individuals for a role involving virtual consultations with clients and relationship management. You'll assess client needs and provide tailored solutions while enjoying the flexibility of working from home. The position... 
    Remote job
    Weekly pay
    Work from home

    AO Garcia Agency

    Grand Forks, ND
    3 days ago
  • AGMN68921 – Ag Loan Officer – Greater Grand Forks, ND market Lead. Lend. Grow. A well-established, growth-oriented bank in the Greater Grand Forks market is seeking a seasoned Ag Lender/Market President to take on a leadership role with strong lending responsibility. ...
    Full time
    Local area

    Adams, Inc.

    Grand Forks, ND
    12 days ago
  •  ...a great opportunity for a 5+ year seasoned commercial lender ready for the next chapter. This is a unique opportunity to join a financially sound, employee-owned bank with a strong commitment to internal promotions and community growth. You'll inherit a solid portfolio... 
    Full time

    Adams, Inc.

    Grand Forks, ND
    14 days ago
  •  ...is ideal for a motivated, customer-centric professional who thrives on building strong business relationships, structuring sound financial solutions, and driving commercial growth in the local market. Key Responsibilities: Assess creditworthiness and authorize loan approvals... 
    Full time
    Local area

    First International

    Grand Forks, ND
    4 days ago
  • $72k - $105k

     ...evaluates and manages commercial and agricultural credit risk to support a high-quality loan portfolio. This role performs comprehensive financial and cash flow analysis, identifies emerging trends affecting borrowers and industries, and delivers independent assessments of... 
    Permanent employment
    Work at office

    Aston Carter

    Grand Forks, ND
    3 days ago
  • $20 - $22 per hour

     ...Consumer Banking and Branch Delivery branch locations (Metro, Community, and In-Store On-Site). Responsible for handling routine financial transactions (deposits, withdrawals, advances, payment, etc.), while ensuring a positive interaction with customers/non-customers.... 
    Temporary work
    Local area

    U.S. Bank

    Grand Forks, ND
    2 days ago
  •  ...digital tools, self-service options, or the appropriate team member. Build relationships, actively listen to understand everyday financial needs, and connect customers to relevant information, services, digital tools, or bankers. Identify potential product or... 
    Part time
    Work experience placement

    Wells Fargo

    Grand Forks, ND
    2 days ago
  •  ...that this position is based on our campus in Madison, WI, and requires relocation to the area. We recruit nationally and provide financial relocation assistance. We're looking for a Financial Analyst to work strategically with Epic's customers. You'll work in a creative... 
    Full time
    Work at office
    Relocation
    Visa sponsorship
    Relocation package

    Epic

    Grand Forks, ND
    3 days ago
  • Job Opportunity at Scheels As a potential future employee owner at Scheels, you will play a key role in delivering an exceptional customer experience in a world-class and fast-paced retail environment. Whether working on the sales floor, in the support space, or in ...
    Part time
    Local area
    Afternoon shift

    Scheels

    Grand Forks, ND
    6 days ago
  • $39.15k - $58.72k

    Everything we do is underscored by a why — and that why is one another. Location: Dak Minn Blood Bank 3375 DeMers Ave. Grand Forks, ND 58201Pay Range: $18.82 - $28.23 Summary: The Blood Bank Assistant promotes the Dak Minn Blood Bank brand at blood drives and community...
    Full time
    Part time
    1 day per week

    Altru Health System

    Grand Forks, ND
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!