Financial Planner
Wealthbridge-Financial-Group
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. 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. 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
$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...SuggestedHourly payFull timeTemporary workWork at office$20.55 - $25.05 per hour
...id: 38203**About Working at Commerce**Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’...SuggestedHourly payMonday to FridayShift work- ...applying for any new position.** Acknowledge ( **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...qualifications, and prior experience. Arvest offers a comprehensive suite of benefits, including a full range of health and life, financial, and wellness benefits. Position is Monday through Friday 8:30 am to 5:15 pm with ability to work additional hours as needed. Location...SuggestedMonday to Friday
$20 - $21 per hour
...and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. UMB’s branches offer many opportunities...SuggestedLocal areaFlexible hoursAfternoon shift$20.55 - $25.05 per hour
...Commerce Bank’s Nolan Road branch in Independence is seeking a Personal Banker who helps customers improve their financial health through needs-based conversations and tailored product recommendations. You’ll build lasting relationships with customers, collaborate across...Hourly pay- UMB Bank is seeking a Personal Banker III in Raytown, Missouri, who excels in strengthening customer relationships and supporting branch performance. This role involves guiding team members, overseeing operations in the absence of the Branch Manager, and managing a personalized...
- ...Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured bank headquartered in Kansas City, Missouri. Additionally, we have offices in San Francisco, Sunnyvale, and New York City, where our technical, product...Part timeBank staffLocal areaMonday to FridayFlexible hoursShift work
- ...our organization. This position offers a rewarding opportunity to build relationships, get to know our clients, and support their financial well‑being by offering tailored solutions to meet their needs. Process financial transactions accurately and timely in a friendly...
- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...Work at officeFlexible hoursShift workWeekend workDay shift
- ...our organization. This position offers a rewarding opportunity to build relationships, get to know our clients, and support their financial well-being by offering tailored solutions to meet their needs. Responsibilities include: Process financial transactions accurately...
- ...Teller Position The Teller position involves providing outstanding member service through the execution of financial transactions and assisting members with their financial needs. The role places emphasis on fostering member relationships by proactively recommending...
- ...and transfers from one account to another. Balances cash drawers throughout the day and at the end of each shift. Performs financial transactions in an efficient and precise manner. Supports individual and enterprise goals as determined by management. Utilizes...Full timeWork at officeShift work
- ...Risk Management Director Directs the organization's Risk Management Program and protects the organization's financial assets through proactive processes designed to reduce the probability of adverse events and to reduce the severity and impact of losses once they occur...Full time
- Loan Officer Assistant The Loan Officer Assistant will assist and support their Senior Mortgage Banker(s) in the origination of residential real estate loans. This support role is critical in facilitating data processing, along with analysis of documents necessary to qualify...For contractors
$28.44 - $34.84 per hour
THE CITY OF LEAWOOD, KANSAS IS HIRING A VISUAL COMMUNICATIONS SPECIALIST Do you have an eye for exceptional design and a passion for producing visually compelling, professional communications? Are you energized by creating graphics, photography, video, and digital...Hourly payMonday to Friday- ...Benefits: ~401(k) ~401(k) matching ~ Competitive salary ~ Dental insurance ~ Health insurance ROLE DESCRIPTION: As a Financial Service Representative with the Josh Bodner Agency, you will successfully market the financial products that manage everyday...
$106.8k - $138.8k
...Title: Financial Analyst Location: Independence, MO Salary: $106,800- $138,800 Schedule: 980 Schedule Focus: The Financial Analyst supports accurate product costing, financial reporting, and business decisions in a high-volume ammunition manufacturing environment. This...Contract workTemporary workFor contractorsWork at officeLocal area- Unilever is seeking a Senior Industrial Finance Manager for the NA Foods network, based at Independence, MO, with travel to Chicago, KC, and Toronto. You will lead site finance, strengthen controls, and drive performance across three factories while coaching a team of site...
- ...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...RelocationVisa 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$15.55 per hour
About The Role As Beauty Advisor, you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative approach and ensuring an excellent overall client experience. You will maintain expert knowledge of top beauty...Part timeFlexible hoursNight shiftWeekend work- ...We are currently seeking FITNESS ADVISORS to assist in the financial growth and success of Genesis Health Clubs. Mainly responsible for leading and participating in all sales related areas including prospecting, new member sales and member retention. Qualified applicants...
$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$15 - $22 per hour
DICK'S Sporting Goods in Independence, Missouri is seeking Advisors to deliver exceptional athlete experiences. As part of our team, you will guide athletes through checkout and loyalty programs, building strong connections and providing a seamless shopping journey. We...Hourly pay- Academic Advisor The academic advisor fulfills the mission of St. Michael the Archangel by assisting the faculty and administration in the development of a guidance program and counseling students in areas of academic, career, and social/emotional domains. The position...
$115k - $145k
...for testimony. Casework has both quantitative and qualitative elements, involving key responsibilities such as: Developing financial and economic models; Analyzing large datasets; Examining market and industry behavior; Conducting research via academic articles...Full timeWork experience placementLocal area$40k - $60k
Responsive recruiter You May Be a Great Fit as an Acquisitions Specialist at Chad Mitchell - State Farm Agent if: You're the person people call first when life goes sideways - calm, steady, and ready to help. You genuinely care about your community...For contractorsWork at office- Automotive Parts Sales / Parts Advisor Landmark Dodge Chrysler Jeep Ram is looking for a Parts Advisor to join their team! The Parts Advisor, or Parts Counter Sales, is responsible for assisting all mechanics and customers in purchasing needed parts and supplies. The...Flexible hours
$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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planner. Be the first to apply!


