Financial Consultant
WealthBridge Financial Group
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. 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
- ...We're looking for an ambitious individual who is motivated by financial rewards to join us in their next (and ideally final) stop in financial services industry! Our ideal candidate will have an avid interest in finance, estate planning, business solutions, investments...Suggested
New York Life
Fort Collins, CO4 days ago - ...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering... ...offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients'...SuggestedWork experience placementWork at officeLocal areaFlexible hours
Equitable Advisors LLC
Fort Collins, CO3 days ago $61k - $119k
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Fort Collins, CO1 day ago$19.23 - $28.37 per hour
...Financial Wellness Advisor Location: 300 West Oak - Fort Collins, Colorado 80522 Job Summary Be a problem solver, trusted advisor... ...and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required)...SuggestedHourly payWork experience placementWork at officeDay shift- Banner Health is seeking a Patient Financial Services Representative in Johnstown, CO. The role supports patient flow, verifies insurance, collects payments, and schedules appointments to ensure accurate and timely care. The position requires strong communication skills...Suggested
$150k
...Job Description Job Description Join our team as an Experienced Financial Advisor, where your passion for finance meets a collaborative work environment. At New York Life, you'll help clients achieve their financial dreams while enjoying competitive compensation, including...Live inNew York Life - Northern Colorado
Fort Collins, CO9 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Fort Collins, CO4 days ago$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege 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...Full timeFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Fort Collins, CO3 days ago- ...their actions with their intentions, empowering them to achieve financial security and live purpose-driven lives. Our vision is rooted... ...tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations...InternshipWork at officeLocal areaVisa sponsorshipFlexible hours
Yoder District - Northwestern Mutual
Fort Collins, CO4 days ago $97k - $192k
...Opportunity for advancement Training & development Vision insurance The Pogue Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the...Work at officeLocal areaWork from homeFlexible hoursPogue Region - Modern Woodmen of America
Loveland, CO4 days ago$15 - $23 per hour
...features. Direct message the job poster from Modern Woodmen of America Regional Field Recruiter at 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 timeInternshipLocal areaModern Woodmen
Loveland, CO4 days ago$105.5k - $243k
...opportunities with HPE. Job Description: Serves as a strategic consultant and trusted advisor to the North America Deal Desk, HPE... ...guidance in the development of pricing analysts through coaching, financial modeling, analysis, and strategic recommendations. Delivers...Full timeWork experience placementWork at officeLocal areaImmediate start2 days per week$25.1 - $35.05 per hour
...A culture of collaboration, continuous improvement, and shared success. Who We Are At First Western Trust, we're more than just a financial institution-we're a team of forward-thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and...Full timeWork at officeFlexible hoursFirst Western Trust
Fort Collins, CO5 days ago$25.1 - $35.05 per hour
...A culture of collaboration, continuous improvement, and shared success. Who We Are At First Western Trust, we’re more than just a financial institution—we’re a team of forward‑thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and...Full timeWork at officeFlexible hoursSocket
Fort Collins, CO4 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...Full timeFor contractorsInternshipLocal areaFlexible hours$23 - $28 per hour
Bank of Colorado is seeking a customer service and sales associate to promote long-term customer relationships. You will assist customers with account problems, initiate deposit accounts, and provide loan processing support. You will build customer profiles, offer product...Hourly payTraineeshipFlexible hoursBank of Colorado
Fort Collins, CO14 hours ago$22 - $27 per hour
Customer Service And Sales Representative In compliance with established policies and procedures, performs a broad variety of customer service and sales activities that promote long-term customer relationships. Assist customers with account problems and questions. Duties...Hourly pay16 hoursTraineeshipBank staffImmediate startFlexible hoursBank of Colorado
Fort Collins, CO2 days ago$45.38k - $75.63k
...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 office- ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You... ...and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust...Immediate startAfternoon shift
$23.63 - $29.54 per hour
Location: On site: Elevations Credit Union - Ft Collins Oldtown Branch Summary/Objective: As part of the branch team, the Financial Solutions Guide (FSG) meets with Elevation’s members and prospective members to provide account services, financial guidance and offer value...Hourly payFull timeWork at officeLocal area$20 - $24.5 per hour
...Personal Bankers are enthusiastic/self‑motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential...Hourly payFull timeTemporary workWork at office$19 - $23 per hour
...initial interview). This is a great fit for a customer-focused go-getter who enjoys building relationships, helping people with their financial needs, and being a key part of a supportive branch team. Pay: $19-$23/hour Location: Colorado Responsibilities Greet customers...$19 - $24 per hour
...: The Relationship Banker is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused... ...members in-person, over the phone, and by e-mail. You'll engage in consultative conversations with members to establish a strong rapport and...Hourly payFull timeWork at officeFirst Technology Federal Credit Union
Fort Collins, CO3 days ago- ...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
Caliver Beach Mortgage, LLC
Fort Collins, CO2 days ago $45k - $75k
...will not provide immigration sponsorship for this position. The Role Have a passion for helping people? Join our team as a Financial Services Representative where you’ll support Fidelity’s customers while building a great foundation for a career in financial planning...Full time1 day per week- ...Union’s growth strategy by soliciting, developing, and servicing a wide variety of commercial loans. This individual will act as a financial advisor and trusted partner to members and prospects, managing relationships throughout the entire loan process—from origination...Full timeLocal areaWork from homeFlexible hours
Veracity Ventures Inc.
Fort Collins, CO5 days ago - ...referral sources. Your primary responsibilities include assessing financial data, guiding customers on mortgage products, and seamlessly... ...leads but also establish strong relationships with New Home Consultants and prospective/current clients. Travel and actively participate...Live inWork at office
Lennar
Loveland, CO13 hours ago $19.5 - $22.5 per hour
...CO 80521, USA Description *This is a part-time position Monday through Friday, 10:00AM-3:00PM* We’re passionate about transforming financial services. Our members, families, and the communities we call home motivate everything we do. As part of the credit union movement,...Hourly payPart timeWork at officeMonday to FridayFlexible hoursCanvas Credit Union
Fort Collins, CO4 days ago$19 - $23 per hour
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, negotiable instruments...Hourly pay16 hoursBank staffFlexible hoursBank of Colorado
Fort Collins, CO4 days ago$19.25 - $25.95 per hour
This position is located at our Loveland, CO branch. 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...Hourly payTemporary workFlexible hoursNight shiftFirst Interstate
Loveland, CO2 days ago
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