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
Vacancy posted 10 hours ago
Similar jobs that could be interesting for youBased on the Financial Consultant in La Vista, NE vacancy
- ...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...Suggested
WealthBridge Financial Group
Ralston, Douglas County, NE10 hours ago - ...What you’ll do: As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals. You will provide guidance to military families on managing day-to-day finances, building...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
Papillion, NE3 days ago $61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Bellevue, NE10 hours ago$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedWork at officeUnavailable
Bellevue, NE3 days ago$61k - $119k
Northwestern Mutual is hiring a Financial Advisor in Bellevue, Nebraska. This unique career allows you to help clients through financial planning by building personalized financial plans. You will manage client relationships and work towards performance-based earnings averaging...Suggested- WealthBridge Financial Group is looking for a results-oriented Financial Consultant in Omaha, Nebraska. You will engage clients to understand their financial objectives and provide tailored advice and strategies. This role emphasizes financial expertise, collaboration...
- Join to apply for the Financial Advisor role at First Command Financial Services, Inc. Financial Advisor Careers at First Command We coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through...Hourly payFor contractorsWork at officeLocal areaHome office
$61k - $250k
Northwestern Mutual in Bellevue, Nebraska is seeking a Financial Advisor to help clients achieve their financial goals through personalized planning. Responsibilities include growing your client base, building tailored financial plans, and managing finances throughout clients...- WealthBridge Financial Group is seeking a results-oriented Financial Consultant to engage with clients, understand their financial objectives, and provide tailored advice and wealth-management strategies. You will leverage advanced tools, build long-term client relationships...
$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 areaUnavailable
Bellevue, NE4 days ago- First Command Financial Services in Papillion, Nebraska is seeking a motivated Financial Advisor to coach military families in their financial plans and goals. You will engage with the community to attract new clients while receiving comprehensive training and licensing...For contractorsFlexible hours
- Dexian is seeking an Advisor Support Representative in La Vista, Nebraska, to support financial professionals by handling inquiries and processing documentation. This full-time position includes ongoing training and growth opportunities within the Financial Services industry...Full time
- ...Quality Talent Group seeks bankers for their Consumer, Small, and Business Banking division in Bellevue, Nebraska. Join a leading financial services employer recognized for career growth opportunities. Enjoy a comprehensive benefits package including health coverage, 40...
Quality Talent Group
Bellevue, NE4 days ago $41.71k - $62.5k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...Smart phones, online tools, and applications.Experience in a consultative customer service or sales role, with a drive to deliver a...Contract workPart timeLocal areaImmediate startDay shiftBank of Montreal
La Vista, NE2 days ago$50k
...us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Omaha, NE2 days ago- ...provide expert advisory and compliance services in Accounting, Financial, Tech, M&A, and Talent. We don’t just offer services; we... ...Employment type Full-time Job function Job function Finance and Consulting Referrals increase your chances of interviewing at Lutz by 2x...Full timeTemporary workWork at office
Lutz
Omaha, NE3 days ago - ...Thrivent Financial for Lutherans in Omaha is seeking a Financial Advisor. This role involves providing expert financial advice, building strong client relationships, and having the flexibility to control your schedule. Successful candidates will bring a bachelor's degree...
Thrivent Financial for Lutherans
Omaha, NE10 hours ago $50 - $85 per hour
...We are seeking a skilled Financial Planner to help individuals and families achieve their financial goals through comprehensive planning. In this role, you’ll analyze clients’ financial situations, create personalized plans, and guide them through implementation. If you...Hourly payWork at officeRemote workFlexible hoursSales Match
Omaha, NE2 days ago- ...Financial Advisor What we do is not just a job – it is a passion. Renaissance Financial is a comprehensive financial strategies firm with locations in St. Louis, Overland Park, Omaha, Phoenix and Salt Lake City. Our Mission: Using creative business and personal planning...Flexible hours
Dakota Montessori School Inc
Omaha, NE2 days ago - ...Thrivent Financial in Omaha, NE is seeking a Financial Advisor to provide expert financial advice with heart. You'll help clients achieve financial clarity, build lasting relationships, and have control over your income through commissions and incentives. As a member of...
Thrivent Financial
Omaha, NE10 hours ago - Wealthbridge Financial Group in Omaha is actively seeking a Financial Consultant who will help clients navigate their financial objectives by providing tailored advice and strategies. In this role, you'll employ your financial expertise to deliver comprehensive solutions...
$60k - $70k
...Overview Outstanding Financial Advisor Opportunity with Local Regional Firm. This Jobot Job is hosted by Shane Bennett. Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume. Salary $60,000 - $70,000 per year Why join us? Advisory...Permanent employmentLocal areaRemote workJobot
Omaha, NE10 hours ago$45k - $100k
...is anticipated to remain open for 30 days, from 30-Jun-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 500 company where people come first. With over 9 million...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Omaha, NE2 days ago$41.71k - $62.5k
...Nebraska, is seeking a retail banking associate. The role involves engaging with customers to assess their needs and offering tailored financial solutions. Responsibilities include supporting customer transactions and maintaining regulatory compliance while enhancing the...- ...answered "yes" and are a customer service-minded champion, we are hiring Entry Level Customer Service Representatives, also known as Financial Customer Associates (FCA) who live within 60 miles of the Greater Omaha area including Lincoln, NE. In this full-time position,...Hourly payFull timeMonday to FridayShift work
Fidelity Investments
Papillion, NE4 days ago - A leading financial services firm is seeking a Relationship Banker based in Papillion, NE. In this role, you will focus on creating memorable experiences for clients and managing relationships through attentive service. Responsibilities include engaging with clients to...
- ...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...Full timeImmediate startAfternoon shift
- ...Successful Candidate Attributes: • Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3-5 units per month...Remote work
Caliver Beach Mortgage, LLC
Bellevue, NE3 days ago $23 - $24 per hour
Flex - Security Operations Center (SOC) Analyst - M1 Global Show All Jobs Apply Show Map Location Main, Papillion, NE, 68046, United States Base Pay $23.00 - $24.00 / Hour Job Category Free Snacks, 2 Weeks PTO, Flex Industry Security, Data Center, Tech...Flexible hoursNight shiftRotating shiftMetro One Loss Prevention Services Group
Papillion, NE1 day ago$17.93 - $29.89 per hour
...Location: Heartland Oncology & Hematology Pay Range: $17.93 - $29.89 Job Description Summary: A Financial counselor serves as the liaison between the patient and the practice by coordinating payments, assistance, monitoring patient balances, and streamlining communication...Work at officeImmediate startRemote workMonday to FridayDormont Manufacturing Company
Council Bluffs, IA1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
