Financial Consultant
WealthBridge Financial Group
Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented 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 #J-18808-Ljbffr
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$55k - $65k
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Rochester, MN3 days ago$45k - $100k
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Rochester, MN1 day ago- ...passionate individuals for a role that focuses on securing families' financial well-being. This position offers flexibility with remote work... ...a healthy work-life balance. You will conduct virtual consultations with clients and ensure their needs are met through effective...SuggestedRemote work
Aogarciaagency
Rochester, MN3 days ago - The Financial Counselor is responsible for promptly assisting patients with their financial clearance prior to, during, or after their treatment period. This position is responsible for obtaining and updating insurance, financial, and demographic information within the...SuggestedFlexible hours
$43.68k - $62.4k
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TradeJobsWorkforce
Rochester, MN1 day ago - ...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources Develop and maintain a high degree of visibility...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
Wells Fargo
Rochester, MN4 days ago - ...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources Develop and maintain a high degree of visibility...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
Wells Fargo
Rochester, MN3 days ago $1,000 per month
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Minnesota Jobs
Rochester, MN2 days ago $250k
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Rochester, MN1 day ago$141.02k - $204.53k
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Rochester, MN2 days ago- ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You... ...and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust...Afternoon shift
- ...people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent...
$21 - $30 per hour
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AO Garcia Agency
Rochester, MN2 days ago - ..., manage, and grow a portfolio of commercial banking relationships through business development and customer retention Analyze financial information and structure lending solutions that meet customer needs and bank guidelines Monitor portfolio performance and manage...Work at officeLocal area
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Rochester, MN4 days ago $42.3k - $66.6k
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Rochester, MN4 days ago$17.05 - $20.41 per hour
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Rochester, MN1 day ago$21 per hour
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Rochester, MN4 days ago- Bank Teller Job Duties: Serves customers by completing account transactions. Provides account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, and recording night and mail deposits. Sells cashier's checks...Night shift
TradeJobsWorkForce
Rochester, MN1 day ago $17.05 - $21.55 per hour
...products, policies, and procedures, along with the ability to understand member goals and provide guidance on products, services, and financial solutions that support financial well-being. A Member Advisor ensures operational integrity, supports fraud prevention and...Hourly payFull timeImmediate startRemote workMonday to FridayShift workAffinity Plus Federal Credit Union
Rochester, MN5 days ago- ...tellers for many of their banking transactions. Tellers serve as a primary point of contact for customers, assisting them with various financial transactions. Tellers are responsible for all cash-related transactions, in addition to transactions involving paper documents....Part timeImmediate startMonday to Friday10 hours per weekShift workNight shift
Merchants Bank
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