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

Apply

Vacancy posted 1 day ago

Similar jobs that could be interesting for youBased on the Financial Consultant in Petal, MS vacancy

US Experienced Financial Advisor
$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...
Suggested
Work at office
Work from home
Home office
Flexible hours
Edward Jones
Hattiesburg, MS
19 hours ago
Financial Advisor
$43.89k - $150k
...Job Description At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives... ...Bachelor's degree Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist Two (2) years of Financial...
Suggested
Full time
Temporary work
Local area
Flexible hours
Regions Bank
Hattiesburg, MS
19 hours ago
Financial Representative
...Modern Woodmen FraternModern Woodmen Fraternal Financial and MWA Financial Services. A Great Place to Work-Certified™ Region. As a fraternal benefit society, we have no stockholders. We’re owned and operated by and for the benefit of our members. We specialize in retirement...
Suggested
Full time
Work at office
Flexible hours
Modern Woodmen
Hattiesburg, MS
19 hours ago
Financial representative
...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...
Suggested
Local area
Modern Woodmen
Hattiesburg, MS
19 hours ago
College Financial Representative, Internship Program - 2026-25216 - Woodland Hls, California
$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...
Suggested
Full time
Internship
Local area
Flexible hours
Northwestern Mutual
Hattiesburg, MS
4 days ago
Relationship Banker I
...matching them with the appropriate bank products and services to enhance a current or prospective customer’s satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers...
Trustmark
Petal, MS
4 days ago
Personal Banker
...Huntington Bancshares, Inc. is seeking a Customer Experience Banker Non NMLS to serve walk-in customers as a Financial Concierge, helping clients meet financial goals with deposit products and related services. The role emphasizes accurate transaction handling, strong...
Work at office
Flexible hours
Huntington Bancshares, Inc.
Petal, MS
3 days ago
Personal Banker
...banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank,...
Full time
H1b
Work at office
Remote work
Work from home
Flexible hours
Huntington Bancshares, Inc.
Petal, MS
3 days ago
Relationship Banker I - Float
...matching them with the appropriate bank products and services to enhance a current or prospective customer’s satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers...
Full time
Remote work
Trustmark
Hattiesburg, MS
4 days ago
Relationship Banker
...A local financial institution is seeking a Relationship Banker I - Float in Hattiesburg, MS. This role involves identifying customer needs, providing financial solutions, and enhancing satisfaction through exceptional customer service. Candidates should have a high school...
Full time
Local area
Trustmark
Hattiesburg, MS
2 days ago
Relationship Banker
...matching them with the appropriate bank products and services to enhance a current or prospective customer’s satisfaction, loyalty, and financial well‑being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers...
Trustmark
Hattiesburg, MS
2 days ago
Security Solutions Analyst - Customer Success
$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 time
Remote work
Shift work
World Wide Technology
Hattiesburg, MS
3 days ago
Regional Credit Officer
...Provide guidance on loan structure, collateral, guarantor support, design, pricing and repayment sources. Review and analyze customer financial statements, specifically to determine cash flow on existing and new customers. Develop pertinent information for lenders and loan...
For contractors
The Citizens Bank
Hattiesburg, MS
19 hours ago
Mortgage Loan Processor
$33.98k
...and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for...
Full time
Monday to Friday
Flexible hours
Regions Bank
Hattiesburg, MS
2 days ago
Mortgage Loan Originator/Processor
...prospective members. Develop and maintain referral business through relationships with real estate agents, builders, attorneys, financial professionals, and community organizations. Generate new loan opportunities through outbound calling, networking events, member...
Base plus commission
Full time
Casual work
Work at office
Remote work
Monday to Thursday
Afternoon shift
Sunbelt Federal Credit Union
Hattiesburg, MS
1 day ago
Financial Service Representative (Entry Level Management)
$60k - $100k
...Job Description Job Description Financial Services Representative (No Experience Needed – Training Provided) Mitchell & Mitchell Agency Start a Career, Not Just a Job We’re hiring motivated individuals to join our growing team. No experience? No problem. We...
Weekly pay
Flexible hours
Mitchell & Mitchell Agency
Hattiesburg, MS
2 days ago
Member Business Loan Officer I
$100k
..., cash management, and commercial credit solutions. The ideal candidate thrives in a consultative, client-facing environment and is equally comfortable analyzing a borrower’s financial statements, at a basic level, as they are onboarding a new treasury management client...
Base plus commission
Hourly pay
Full time
Work at office
Local area
Remote work
Trial period
Monday to Friday
Central Sunbelt FCU
Hattiesburg, MS
3 days ago
Academic Advisor
Academic Advisor The University of Southern Mississippi is currently accepting applications for the position of Academic Advisor. Position Details Location: Hattiesburg, Mississippi, 39406-0001, United States Division: College of Business and Economic Development...
Full time
H1b
Work at office
Trial period
Visa sponsorship
Work visa
Night shift
Weekend work
Southern Miss
Hattiesburg, MS
2 days ago
Communications Officer
The University of Southern Mississippi is currently accepting applications for the position of Communications Officer. Position Details Location Hattiesburg 118 College Drive Hattiesburg, Mississippi, 39406-0001 United States Division University Police Position Type Staff...
Full time
H1b
Work at office
Visa sponsorship
Work visa
University of Southern Mississippi
Hattiesburg, MS
2 days ago
Oracle ERP Functional Analyst - IT Financial Operations
$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 time
Shift work
World Wide Technology
Hattiesburg, MS
1 day ago
Sr. Commercial Loan Credit Officer Job #3275
$140k
...package. (This is not a remote position). Sr. Commercial Loan Credit Officer responsibilities include: Developing department financial goals including credit quality, volume, and risk distribution. Providing recommendations on loan structure, terms, risk rating,...
BritePros Medical Staffing
Hattiesburg, MS
13 days ago
Graphic Designer & Communication Specialist
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 time
Local area
Overseas
U.S. Navy
Hattiesburg, MS
1 day ago
Remote Career Growth Consultant
...Remote Career Growth Consultant 100% Remote | Flexible Schedule | Leadership Development Opportunity Build More Than a Job—Build... ...to develop professionally while helping clients make informed financial decisions. No prior industry experience is required—we value...
Remote job
Weekly pay
Full time
Flexible hours
Globe Life AIL - Lisa Russel
Hattiesburg, MS
2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!