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. 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
$72.8k - $130k
...improvement efforts, and partner with payer and provider stakeholders to help manage performance across Optum Health. The Financial Consultant , Optum Health National supports financial analysis, reporting, and decision support for Optum Health. This role helps...SuggestedMinimum wageFull timeContract workWork experience placementLive inWork at officeLocal areaRemote workShift workUnitedHealth Group
Maple Grove, MN3 days ago- Für unseren GeschäftsbereichRisk & Regulatory suchen wir dich zum nächstmöglichen Zeitpunkt als Consultant IT-Compliance Financial Services (w/m/d).Das erwartet dichRisk FS - Als Teil unseres Teams im Bereich Risk FS arbeitest du mit hochqualifizierten Fachleuten zusammen...SuggestedFull timeHome office
$91.7k - $163.7k
...help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together.This role will measure financial performance metrics for client partnerships, provide validation and guidance for improvement initiatives, and create internal...SuggestedMinimum wageFull timeWork experience placementWork at officeLocal areaRemote work- ...Huntington Bancshares, Inc. seeks a Customer Experience Banker to serve walk‑in customers as a Financial Concierge. You will retain and grow consumer and business customer relationships by identifying financial goals and recommending deposits, loans, and other banking...Suggested
Huntington Bancshares, Inc.
Greenfield, Hennepin County, MN2 days ago - ...Huntington Bank is seeking a Financial Relationship Banker in Greenfield, WI. This role involves providing exceptional customer service, building relationships, and identifying financial goals of consumers and businesses. The ideal candidate will have a high school diploma...Suggested
Huntington Bank
Greenfield, Hennepin County, MN4 days ago - ...Huntington Bancshares, Inc. is seeking a Financial Relationship Banker in Greenfield, Wisconsin. The role is vital for managing customer relationships, ensuring excellent service, and educating clients on banking products and technology. Successful candidates will have...
Huntington Bancshares, Inc.
Greenfield, Hennepin County, MN3 days ago - ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilitie sProvide...
Voya Financial
Albertville, MN4 days ago $45k - $100k
...anticipated to remain open for 30 days, from 07-Aug-2026. The posting may close early due to the volume of applicants. 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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Maple Grove, MN1 day ago$45k - $100k
...26. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Long Lake, MN14 hours ago$89k - $125k
...UK and Europe. The following opportunity is for our U.S. team.The opportunityWe currently have an opportunity for a Senior Analyst Financial Controls Advisor to join our Finance team in our Plymouth, MN office on a hybrid schedule. Designs, documents, and enhances...Full timeWork at officeFlexible hours$16.75 - $23.25 per hour
...solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible... ...with care and professionalism. Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and...Hourly payFull timeWork at officeLocal areaMonday to FridayWeekend workAfternoon shift- Commercial Loan Processor - $30/hr - Hybrid Remote (Greenfield, WI) - Job # 3137 The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking...Work at officeRemote workFlexible hours
$120k
...and current customers with a variety of commercial loans. These activities will be accomplished by conducting regular risk reviews, financial statement analysis, direct involvement in underwriting, document review and ongoing portfolio management. The opportunity has a...Work at officeBritePros Medical Staffing
Greenfield, Hennepin County, MN4 days ago- ...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,...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Maple Grove, MN5 days ago - ...A member-focused financial institution in Coon Rapids, Minnesota is seeking a skilled Commercial Banking Officer to develop and manage commercial relationships, ensuring member needs are met. This role requires solid commercial lending experience and a bachelor’s degree...
Magnifi Financial
Maple Grove, MN4 days ago $5,500 per month
...currently hiring for a Personal Banker at our Maple Grove branch. As a Personal Banker, you are the frontline of Blaze and a trusted financial guide for Members. You'll engage directly with members to understand their goals, identify their financial needs, and confidently...Full timeCurrently hiringMonday to FridayBlaze Credit Union
Maple Grove, MN5 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 timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Plymouth, MN4 days ago$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...Immediate start$72k - $90k
...high-performance teams? Join WWT today! What is the Solutions Consulting & Engineering (SC&E) Team and why join? Solutions Consulting... ...as assigned Ability to manage budgets, analyze financial reports, and track profitability across projects Skilled at...Full timeRemote workShift workWorld Wide Technology
Plymouth, MN3 days ago$18 - $22.84 per hour
...Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role...Work experience placementLocal areaWells Fargo
Maple Grove, MN2 days ago- Bravera Bank is hiring for a Teller in Albertville, MN. Bravera is an employee- and director-owned company that is committed to helping our employees forge a new path in their career. We work together to drive continuous improvement which enhances the customers experience...
Prairie Mountain Bank
Albertville, MN2 days ago $19.4 - $24 per hour
...High School Diploma or equivalent. ~2+ years consumer loan processing or related experience. ~ Excellent customer service, in a financial institution preferred. ~ Previous PC experience, Microsoft Office preferred. ~ Math aptitude and keyboarding skills. ~ Good...Hourly pay16 hoursFull timeTemporary workPart timeWork at officeImmediate startMonday to FridayFlexible hoursTruStone Financial Credit Union
Plymouth, MN1 day ago$37 per hour
...with bank clients and delivers solutions by identifying referral opportunities for new products and services based on the customer's financial goals. The Teller performs efficient and accurate banking transactions while: Communicating clearly with clients aking...TradeJobsWorkforce
Buffalo, MN3 days ago$155k - $205k
...process of making strategic recommendations and developing moderately-to-highly complex managerial information based on actuarial and financial analyses. Some of the Actuarial Manager responsibilities include but are not limited to:Initiates, organizes and leads the...Full timeTemporary workWork at officeFlexible hours$108.8k - $163.2k
RELOCATION ASSISTANCE: No relocation assistance availableCLEARANCE REQUIRED FOR START: NoCLEARANCE TYPE: ConfidentialTRAVEL: Yes, 10% of the TimeDescriptionAt Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people...Full timeFor subcontractorWork at officeRelocationShift work- ...in advancing your skills and career. Here, you’ll be supported in progressing - whatever your ambitions. About the role:The Senior Financial Analyst, Global Supply Chain, is a hands-on finance partner to assigned business units and functional leaders. This role leads...Hourly payWork at officeShift work
$110.4k - $165.6k
...Medical Science and Senior Director of Peripheral Vascular Health Clinical Research. As a senior individual contributor, the Principal Financial Analyst provides financial leadership across a broad portfolio of pre-market and post-market clinical studies, ensuring strong...Full timeH1bWork at officeLocal areaImmediate startFlexible hours- ...advancing your skills and career. Here, you’ll be supported in progressing - whatever your ambitions. About the role:The Principal Financial Analyst, FP&A, is a senior individual contributor and strategic finance advisor responsible for translating business strategy and...Hourly payShift work
$60k - $100k
...Financial Services Representative - State Farm Agent Team Member Here at Zach Augustyn - State Farm Insurance in Maple Grove, MN... ...knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options....For contractorsWork at officeRelocation$50k - $75k
...off. Responsibilities Maintain the bank’s analysis software in order to provide overall support and assistance to lenders in the financial analysis process. Review incoming financial statements and update or complete financial spreads. Perform complete credit analysis...Temporary work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
