App
Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Consultant

WealthBridge Financial Group

Westfield, IN

WealthBridge Financial Group is seeking a results-oriented Wealth Management 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 Wealth Management 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 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Consultant in Westfield, IN vacancy
  • Wealth Management Consultant
     ...WealthBridge Financial Group is seeking a results-oriented Wealth Management 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... 
    Suggested

    WealthBridge Financial Group

    Carmel, IN
    2 days ago
  • Wealth Management Advisor (training provided)
     ...You don't need a finance degree to build a successful career in wealth management. Northwestern Mutual's nationally ranked Carmel office is seeking driven professionals who want more income potential, greater autonomy, and the opportunity to make a meaningful impact on... 
    Suggested
    Full time
    Work at office

    Northwestern Mutual

    Carmel, IN
    9 hours ago
  • Asset Manager
     ...Asset Manager, IRE The Asset Manager, IRE is responsible for the management and oversight of a portfolio of multifamily loans, ensuring compliance of loan terms and regulations. The Asset Manager will be exposed to a variety of lending products and will be tasked with... 
    Suggested
    Permanent employment
    Temporary work
    Local area
    Flexible hours

    Merchants Capital

    Carmel, IN
    4 days ago
  • Comptroller - Financial Services
     ...diverse property types and project sizes. The company emphasizes consultative service, helping clients understand options and select the...  ...This role oversees day-to-day accounting operations, including managing general ledger entries, month-end and year-end closing processes... 
    Suggested
    Full time
    Work at office
    Work from home

    Beard Roofing and Exteriors

    Westfield, IN
    1 day ago
  • Financial Controller - Real Estate Development & Accounting Firm
     ...executable projects. The role Build and run the accounting and financial-control process for the development business. Personally manage close, cash visibility, commitments and entity reporting while coordinating tax and finance advisers. Initially reports to the... 
    Suggested
    Full time
    Work at office

    Providence Development Services

    Carmel, IN
    3 days ago
  • Property Manager

    $45k - $55k

     ...Paid time off ~ Vision insurance ~401(k) ~ Dental insurance ~ Flexible schedule PMI is a leading property management and real estate services company that is part of one of the nation's largest property management franchises. We are currently... 
    Temporary work
    Work at office
    Local area
    Flexible hours

    Property Management LLC

    Noblesville, IN
    3 days ago
  • Senior Finance Controller
     ...the Noblesville, Indiana manufacturing operation, ensuring accurate financial reporting, strong financial controls, and effective management of plant financial performance. This position oversees manufacturing costs, inventory, budgeting, forecasting, month-end... 
    Worldwide

    Ambu

    Noblesville, IN
    9 hours ago
  • Utilities Asset & Work Management Transformation Manager
     ...Services we bring together our capabilities across strategy, consulting, technology, operations, Song and Industry X with our deep industry...  ...professional with experience in Utility Enterprise Asset Management (EAM), Work Management, or Field Operations who is passionate... 
    Full time
    Live in
    Work at office
    Local area

    Accenture

    Carmel, IN
    4 days ago
  • Director of Property Management
     ...Hokanson Companies is seeking an accomplished Director of Property Management to join our leadership team and oversee the continued performance and growth of our commercial property management platform. This position is designed for an experienced commercial real estate... 
    Work at office

    Hokanson Companies

    Carmel, IN
    1 day ago
  • Title Clerk

    $15 - $18 per hour

     ...or equivalent Previous office, administrative, or data entry experience preferred Strong attention to detail and time-management skills Excellent communication and customer service abilities Proficiency with Windows and Google applications Typing... 
    Full time
    Temporary work
    Work at office
    Local area
    Monday to Friday

    LHH

    Carmel, IN
    2 days ago
  • Financial Controller
     ...financial statements. Develop and implement financial policies and procedures to ensure compliance with regulatory requirements. Manage cash flow and financial planning to support the firm's strategic goals. Conduct financial analysis to identify trends, variances... 
    Full time
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Dentons

    Carmel, IN
    2 days ago
  • HR Reinvention Consulting Manager, Insurance
     ...Services we bring together our capabilities across strategy, consulting, technology, operations, Song and Industry X with our deep industry...  ...agenda in the age of AI.Role Overview:As an HR Reinvention Manager, you will lead and shape how organizations approach HR in the... 
    Full time
    Live in
    Work at office
    Local area

    Accenture

    Carmel, IN
    4 days ago
  • Commercial Maintenance Engineer

    $70k - $96k

     ...Job Description Job Description Lillibridge, the property management and leasing subsidiary of Ventas, manages more than 22 million square feet of outpatient medical space and research properties across 35 states. As a long-standing partner to leading healthcare... 
    Contract work
    For contractors
    Work at office

    Lillibridge Healthcare Services

    Carmel, IN
    16 days ago
  • Fund Manager (Credit Funds)
    Alter Domus is currently seeking a Fund Manager to join our Credit Fund Administration team at our Carmel, IN office.JOB DESCRIPTION...  ...efficiencies and ensure implementation of improvements;Direct client and consultant interaction;Organize team meetings;Manage and mentor a team;... 
    Work at office

    alterDomus

    Carmel, IN
    9 hours ago
  • Associate Property Manager
     ...Associate Property Manager Storage Rentals of America is hiring an Associate Property Manager to join our team. Become the newest member of our exciting team at SROA as we redefine self-storage! Are you the kind of person who gets bored working in an office and wishes... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours

    Storage Rentals of America

    Noblesville, IN
    2 days ago
  • Chief Real Estate Development Officer - Industrial and Data Centers
     ...construction readiness. Build a small owner team while personally managing the work that moves projects toward an investment decision....  ...phase. Personally lead land, diligence, entitlement and consultant work until the campus team is established. Coordinate design... 
    Full time
    Work at office
    Relocation
    Relocation package

    Providence Development Services

    Carmel, IN
    3 days ago
  • Investment Banking Manager
    Accenture Consulting: Your Unique Place in our Global CollectiveBeing part of Accenture Consulting means becoming an expert at making the...  ....Key responsibilities of the Investment Banking Consulting Manager may include:Lead and manage major, complex transformation programs... 
    Full time
    Live in
    Work at office
    Local area

    Accenture

    Carmel, IN
    9 hours ago
  • Senior Fund Manager (Private Equity)
    Alter Domus is currently seeking a new Senior Fund Manager to join our Fund Administration team at our Darien, CT or Boston, MA office.JOB DESCRIPTION:Demonstrate deep knowledge of Private Equity fund structures and show proficiency in accounting for complex transactions... 
    Work at office

    alterDomus

    Carmel, IN
    9 hours ago
  • Property Manager - The Commons at Spring Mill (Tax Credit)

    $49.28k

     ...Job Description Job Description Kittle Property Group - Property Manager Location: The Commons at Springmill Apartments *Tax Credit experience is required Salary: $49,275 Annually Kittle Property Group is looking for a Property Manger to join our team at... 
    Weekly pay

    Kittle Property Group, Inc.

    Westfield, IN
    29 days ago
  • Assistant Property Manager
    Hudson Residential was formed in 2025 to bring property management in house for Hudson Investing’s portfolio of assets. By combining hands-on oversight with data-driven systems, we ensure each community operates smoothly, efficiently, and with long-term value in mind—for... 
    Work at office

    Hudson Residential

    Westfield, IN
    2 days ago
  • Senior Wealth Advisor

    $110k

     ...possibilities for advancement and success are limitless. We are currently seeking to add a Senior Wealth Advisor position to our team located in Edina, MN. A Senior Wealth Manager will have a minimum of 5 years’ industry experience, establishing a track record of business... 
    Full time

    Cetera Financial Group

    Noblesville, IN
    9 hours ago
  • Entry Level-Financial Advisor
     ..., Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client...  ...clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients... 
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Equitable Advisors

    Carmel, IN
    2 days ago
  • Sales & Closing Coordinator
     ...provide a world-class home buying experience for our customers. Manage the pending and closing process and oversee and lead all...  ...administrative tasks and organize sales tracking data Assist New Home Consultants with monitoring model home appearance, maintenance needs, and... 
    Full time
    Contract work
    Work at office
    Weekend work

    Old Town Design Group

    Carmel, IN
    2 days ago
  • Workday Certified Financials/Studio Integration Consultant

    $70.35k - $196k

    As a Workday Financials Integrations Developer Consultant, your primary responsibilities may include: Lead the design of integrations from...  ...external applications across a wide array of Human Capital Management and Financial functional areas, where analysis of situations or... 
    Full time
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Carmel, IN
    4 days ago
  • Workday Financials (Record to Report) Consultant
     ...finance transformation objectives.As a Workday Record to Report Consultant your primary responsibilities may include: Lead/Support the...  ...Procure to Pay, Contract to Cash, Fixed Assets, Budgeting, Cash Management, or Grants3+ years prior experience implementing Workday with... 
    Full time
    Contract work
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Carmel, IN
    1 day ago
  • Urgent Need for Title Closer
    ## Title ClerkApply: Onsite: US - IN - Carmel (OPENLANE): Full time: Posted Today: R-255075**Who We Are:** At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 35 years, we’ve been committed to making dreams come true...
    Full time
    Temporary work
    Immediate start

    Openlane

    Carmel, IN
    3 days ago
  • PMO Project Director - Real Estate Development
     ...make project status usable for decisions. Personally organize consultant deliverables, dependencies, budgets, risks and actions while the...  ...Team which includes: Director, Project Controls; Senior Cost Manager; Planning/Scheduling Manager; Senior Scheduler; Commercial/... 
    Full time
    For contractors
    Work at office
    Relocation
    Relocation package

    Providence Development Services

    Carmel, IN
    3 days ago
  • Part Time Property Manager
     ...help maintain smooth property operations, support residents or tenants, coordinate vendors, and contribute to a positive and well-managed property experience. Responsibilities Oversee daily property operations and help ensure properties are maintained to a high standard... 
    Part time
    Work at office
    Local area
    Flexible hours

    Intrepid Professional Group

    Westfield, IN
    2 days ago
  • Title & Registration Processor I
     ...diploma or equivalent Previous office, administrative, or data entry experience preferred Strong attention to detail and time management skills Excellent communication and customer service skills Proficiency with Windows and Google applications Typing speed of 45... 
    Temporary work
    Work at office
    Local area

    LHH

    Carmel, IN
    4 days ago
  • Title Clerk- Data Entry

    $18 per hour

     ...production environment. Excellent attention to detail and organizational skills. Strong alphabetizing, filing, and document management abilities. Comfortable learning new systems and processes quickly. Ability to work independently while also contributing to... 
    Hourly pay
    Full time
    Contract work
    Temporary work
    Monday to Friday
    Carmel, IN
    1 day ago

Do you want to receive more vacancies?

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

Related searches