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
- 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
$72.8k - $130k
...performance 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 work- ...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, MN2 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...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Maple Grove, 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...Suggested
Bankers Life
Albertville, MN1 day ago $98k - $114k
...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- 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...
$200k - $250k
...management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique...Full timeWork at officeFlexible hours- ...RESPONSIBILITIES:Develop and maintain strong relationships with new and existing business clients.Will serve as the primary point of contact for financial services and solutions.Solicit, evaluate, and originate business loans in accordance with bank policies and regulatory guidelines....Seasonal workWork at office
Bravera
Albertville, MN4 days ago $17 - $29.75 per hour
...strengthens client relationships by delivering personalized financial advice and solutions. This role focuses on understanding client... ..., referrals, and digital adoption. Consistently execute a consultative sales approach, focusing on advice and long-term relationship...Full timeOld National Bank
Buffalo, MN1 day 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, MN23 hours ago - ...Huntington in Maple Grove, MN is seeking a Financial Relationship Banker to grow consumer and business relationships by proactively identifying financial goals, recommending deposit and loan products, and providing excellent customer service. You will educate customers...Flexible hours
Huntington
Maple Grove, MN4 days ago $25 - $26.77 per hour
...Bank Of America Job OpportunityAt 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...Hourly payWork at officeFlexible hoursWeekend workDay shiftMinnesota Jobs
Maple Grove, MN1 day 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, MN23 hours 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, MN7 hours 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...Currently hiringMonday to FridayBlaze Credit Union
Maple Grove, MN3 days ago$25 - $26.77 per hour
...Bank Of America Job Opportunity 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...Hourly payWork at officeFlexible hoursShift workWeekend workDay shiftMinnesota Jobs
Maple Grove, MN23 hours ago- Bankers Life in Huntsville, Alabama is seeking an experienced financial professional to deliver personalized investment solutions and help clients work toward long-term goals. The role involves creating financial plans, cross-checking plans for accuracy, and supporting...
$50k - $75k
...(k), long & short-term disability, paid holidays and paid time off. Responsibilities Process loan applications Analyze customer's financial information Make credit decisions within loan policy guidelines Ensure timely application process and follow-through to closing Ensure...Temporary workBank staff$90k - $140k
...goals through active participation in sales management, community events, networking and calling programs. Develops knowledge of the financial industry, economy, construction loan funding, market conditions, rates, vendors, and awareness of the competition. Position Duties...Full timeTemporary workFlexible hoursFalcon National Bank
Maple Grove, MN4 days ago$17 - $22.96 per hour
...interaction. In this front-line role, you'll process transactions accurately, identify opportunities to meet customer needs, and promote financial solutions that help our clients achieve their goals. Grow your banking knowledge while contributing to a team that values...Hourly payPart timeNight shiftAssociated Banc-Corp
Plymouth, MN3 days 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, MN4 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- Old National Bank in Minnesota seeks a Relationship Banker to build and grow client relationships by delivering personalized financial advice and solutions. The role focuses on understanding client needs, guiding clients to Old National’s products, and creating a positive...
$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...Part timeWork experience placementLocal area$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$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$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$139k - $191k
A leading utilities provider in Maple Grove is seeking a Talent & Outreach Partner to manage a portfolio of capital transmission projects. The role requires a Bachelor's degree in engineering and significant project management experience. Responsibilities include developing...Great River Energy
Maple Grove, MN23 hours ago- ...Medina, Minnesota is seeking a Finance/Strategy professional to support mergers, acquisitions, and investor relations. You will build financial models, perform due diligence, and aid integration while delivering earnings materials for leadership. The role requires strong...
VetJobs
Medina, MN23 hours ago
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