Financial Consultant
WealthBridge Financial Group
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them reach their long-term financial objectives. You will conduct comprehensive financial analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization.
The ideal candidate is someone who possesses a solid understanding of financial products and services and has a passion for helping clients achieve their financial goals. You will have the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group's client base.
At WealthBridge, we pride ourselves on our commitment to integrity, innovation, and excellence in service. Join us and help make a positive impact on the financial well-being of individuals and families.
Requirements
- Bachelor's degree in finance, economics, or a related field.
- Previous experience in financial consulting or a similar role is preferred.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to build and maintain relationships with clients.
- Familiarity with financial planning software and investment products.
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 2 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Germantown, TN vacancy
- ...The purpose of this position is to process members' requested financial transactions, resolve problems, and answer questions; and to identify... ...to learn new skills. PERFORMANCE STANDARDS: Financial Consultants (FCs) exhibit excellent communication skills by listening to...SuggestedFlexible hoursNight shift
UT Federal Credit Union
Memphis, TN1 day ago - ...packets and for the verification of benefits along with all patient demographic information in the patient accounting system. Financial counseling of patients and/or guarantors and collecting any out of pocket (deductibles, copays, exhausted days, etc). Provide information...SuggestedLocal area
Acadia Healthcare
Germantown, TN14 hours ago - ...SUMMARY OF POSITION A Financial Consultant should demonstrate commitment to delivering distinctive service. This position will be responsible for building and managing investment portfolios at Pinnacle Asset Management. This position will serve as an advisor to clients...SuggestedWork at office
Thecentermemphis
Memphis, TN9 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...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Germantown, TN3 days ago- ...Overview Shoemaker Financial is a comprehensive financial services firm that provides customized solutions to assist clients in reaching their goals. Advisors will assess clients' needs, develop strategies to help them achieve their goals, and implement those recommendations...SuggestedApprenticeship
Shoemaker Financial
Germantown, TN14 hours ago - ...Wolfchase Toyota, a Penske Automotive Group dealership, is looking for an experienced Financial Services Consultant to join our team and deliver extraordinary customer experiences. Overview At Penske Automotive Group (PAG), we strive to create a positive and challenging...Local area
Wolfchase Toyota
Memphis, TN3 days 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Germantown, TN1 day ago- ...Friday 9:00am - 6:15pm SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively...Temporary workWork at office
First-Horizon-Bank
Germantown, TN4 days ago - ...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...Local area
Modern Woodmen
Olive Branch, MS2 days ago - ...Financial Counselor The Financial Counselor helps patients understand and access financial assistance programs like Medicaid and sliding fee scales, assists with applications, and provides education on healthcare costs to ensure equitable access to care for vulnerable...Work at officeMonday to Friday
Christ Community Health Services
Memphis, TN6 days ago - ...Financial Advisor - Memphis, TN (or within a 2-hour radius) A nationally recognized, Memphis-based RIA with over $2.7 billion in assets under management is seeking an experienced Financial Advisor to join its growing team. This is a rare opportunity to become part...Work at office
Adams Keegan
Memphis, TN2 days ago - ...Summary of responsibilities: As a financial advisor with Independent Bank, your responsibilities will include marketing your unique set of strengths and skills; targeting prospective clients; identifying client needs by analyzing their present income and asset situations...
Independent Bank
Memphis, TN2 days ago - ...Weekly Scheduled Hours: Monday - Friday 9-5 Summary As a Financial Advisor, you will be responsible for developing client... ...financial certifications strongly encouraged. • Excellent consultative sales skills, with demonstrated business development track record...Work at officeMonday to Friday
First Horizon
Cordova, TN4 days ago - ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
Memphis, TN3 days ago - ...Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of...Work at office
Pinnacle Bank
Memphis, TN14 hours ago $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...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Memphis, TN2 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...Work at officeUnavailable
Memphis, TN1 day ago- ...A financial services provider is looking for qualified candidates to work remotely on a part-time basis, aiming to earn additional income. The role involves virtual client interactions, where you will present insurance products and cultivate strong relationships. Comprehensive...Part timeRemote workWork from home
AO Garcia Agency
Olive Branch, MS1 day ago - Direct message the job poster from Prudential Financial Business Development Manager at Prudential We are looking for experienced Advisors... ...Employment Type Full-time Job Function Finance, Sales, and Consulting Industries Financial Services and Investment Management...Full timeInternship
- ...community involvement Lead client conversations as a trusted financial advisor, offering tailored banking solutions Analyze and... ...reach out to me directly! Denise Fair Search Consultant gpac - Banking Division ****@*****.*** All...Local area
gpac
Germantown, TN14 hours ago - ...customer service experience preferred Ability to communicate with customers and identify opportunities to help customers with their financial needs by identifying cues and clues while processing their transaction 10-Key skills Mathematical skills, including the...Contract work
Renasant
Germantown, TN2 days ago - Description JOB SUMMARY The teller will perform basic teller functions that consist of: assisting customers, processing personal and commercial transactions, balancing credits and debits daily, ATM, Vault, Cash Items and Branch balancing to general ledger. Tellers must...Full time
I Bankonline
Germantown, TN14 hours ago - ...8:30AM-1:00PM (Average 25 hours) Summary: Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail banking environment. Often serving as the first point of contact to the client, may have responsibility for...Part timeWork at officeMonday to FridayNight shift
First Horizon
Germantown, TN2 days ago - ...Thursday 8:30am–4pm; Friday 8:30am-6pm SUMMARY Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail banking environment. Often serving as the first point of contact to the client, may have responsibility...Work at officeNight shift
First Horizon
Germantown, TN3 days ago - ...Thursday 8:30am–4pm; Friday 8:30am-6pm. Summary Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail banking environment. Often serving as the first point of contact to the client, may have responsibility...Work at officeNight shift
First Horizon Bank
Germantown, TN3 days ago - ...Training & development Vision insurance Launch your financial services career with an organization that positively impacts... ...communities they call home. Role Responsibilities Member Consultation: Meet with client members to assess their insurance needs and...Work from homeFlexible hours
West Tennessee Region - Modern Woodmen of America
Memphis, TN2 days ago - ...Perks Careers Advancement Opportunities Flexible Scheduling Competitive Compensation Job Summary We are seeking a Financial Advisor to join our team. In this role, you will educate and provide guidance to our clients on how to best utilize and invest their...Flexible hours
CROWN FINANCIAL GROUP
Memphis, TN26 days ago $30k - $35k
...Financial Services Representative - State Farm Agent Team Member As a Financial Services Representative - State Farm Agent Team... ...knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options....For contractors- ...and tolerances. The advisor utilizes their expertise and knowledge of the securities industry and market strategies to offer sound financial advice. Acts in the best interest of the client and delivers outstanding service. Develops and maintains an increasing client base...
Simmons Bank
Memphis, TN2 days ago - ...Herzing University is seeking an Associate Financial Aid Advisor to support a diverse student population in navigating the financial aid process and funding options. The role involves guiding students, counseling on aid eligibility, and onboarding through the On the Job...Remote work
Herzing University
Memphis, TN4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
