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
- ...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...Suggested
- ## Financial CounselorApplyremote type: Remote and Onsitelocations: Grand Forks, NDtime type: Full timeposted on: Posted Yesterdayjob requisition id: R7878**Everything we do is underscored by a why — and that why is one another.****Location:**Altru Health SystemPO Box 6...SuggestedWork experience placementWork at officeLocal areaRemote work
$75k - $100k
...a challenging and rewarding career with American Federal, a financially strong, employee-owned community bank offering top-tier benefits... ...profitable business practice. Acts as financial advisor and consultant to individuals and small business, developing comprehensive...Suggested- ...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...SuggestedHourly payFor contractorsWork at officeLocal areaHome office
- ...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...SuggestedPart timeRemote workFlexible hours
- 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 make an impact in the lives of the people...
$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...Work at officeWork from homeHome officeFlexible hours$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...Work at office$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 area$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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$17 - $29.75 per hour
...relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible... ...and grow client and prospective client relationships Consults with clients/prospective clients over the lifecycle of the relationship...Full timeImmediate start- 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...Weekly payRemote workWork from home
- ...underwriting requests for credit extensions to new and existing ag/commercial clients. The right credit analyst will perform detailed financial analysis for all lending opportunities, prepare credit approval and modification requests for presentation to loan committee by...Temporary workInterim roleLocal area
$17 - $29.75 per hour
...relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible... ...GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus...$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 payFull timeLive inWork at officeImmediate startFlexible hours- ...Successful Candidate Attributes: • Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3-5 units per month...Remote work
- ...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...Local area
- ...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...Work at officeRelocationVisa sponsorshipRelocation package
$90.23k
.... Join our team, and together we will make a difference and change the world. Job Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team! This role supports financial planning and analysis projects and initiatives for the enterprise...Work experience placementH1b- Description: Join Our Team at United Valley Bank! Now Hiring: Full-Time Loan Assistant / Customer Service Representative Grand Forks, ND Are you someone who enjoys helping people, staying organized, and being part of a fast-paced team? At United Valley Bank...Full timeWork at officeImmediate start
$75.2k - $90.3k
...are inspired by big challenges, driven to learn and grow, and dedicated to making a meaningful difference. ABOUT THE ROLE The Financial Analyst for Entegral plays a key role in analyzing, evaluating and optimizing our financial and operational performance. Operating...Full timeWork experience placementRemote workWork from homeFlexible hours- ...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. As a Financial Performance Analyst, you will be working to ensure the financial success of some of the nation...Work experience placementWork at officeRelocationVisa sponsorshipRelocation package
$115k - $145k
...but typically include an academic or industry expert, senior consultants, and Analysts. Within a case team, you will make important contributions... ..., involving key responsibilities such as: Developing financial and economic models; Analyzing large datasets; Examining...Full timeWork experience placementLocal area- Job Description Job Description We are seeking a customer-focused Parts Counter Associate / Parts Advisor to join our parts department. In this role, you will be the go-to resource for customers and service technicians looking to identify, locate, and order the right...Local area
$46.5k
...maintain relationships with employers, industry partners, faculty, and staff to expand career opportunities for students. Provide consultation, training, and resources to faculty and academic advisors to strengthen career development efforts across campus. Conduct...Internship$77.2k - $96.5k
...in business, Accounting, MIS, Finance, or related field ~3+ years supporting or implementing Oracle EBS R12 and/or Oracle Cloud Financials ~ Hands-on experience with Order-to-Cash (O2C) and/or Procure-to-Pay (P2P) processes ~ Proficiency with Oracle Cloud...Full timeShift work$12 per hour
Salary/Position Classification $12.00 hourly, non-exempt (eligible for overtime) 10-15 hours per week 100% Remote Work Availability: No Hybrid Work Availability (requires some time on campus): No Purpose of Position Working in collaboration with the Wellness & Health Promotion...Hourly payPart timeRemote work10 hours per weekFlexible hoursAfternoon shift- ABOUT As a Mass Communication Specialist, it’s your job to tell our story. Use your creativity to educate and inform the public about the achievements of Sailors in America’s Navy. Travel the world, document military operations and develop high-profile media campaigns...Full timeLocal areaOverseas
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