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. Qualifications 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 Wealthbridge-Financial-Group
- ...SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar‑athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client...SuggestedFull timePart time
$23.17 - $26 per hour
...always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration...SuggestedFlexible hoursWeekend work$23.17 - $26 per hour
...commercial bank founded in 1935, focused on putting people first and supporting individuals, families, and businesses to achieve their financial goals. Responsibilities Respond to customers' needs in an accurate and timely fashion, capitalizing on available resources and...SuggestedHourly payFlexible hoursWeekend work- ...ambiguity, own outcomes, and want to shape the future of data and AI. We're hiring a Finance Operations Associate to help keep Protege's financial operations running smoothly as we scale. This person will own core accounts payable and accounts receivable workflows, coordinate...SuggestedTemporary work
$20 - $28 per hour
...Financial Aid Advisor Hasbrouck Heights, NJ Training Tomorrow's Technicians to Become Skilled, Employable and Essential. About Us - Big Changes, Better Benefits - Join us today! The Aviation Institute of Maintenance (AIM), established in 1969, is a premier institution...SuggestedMonday to FridayFlexible hoursWeekday work$100k - $250k
...established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized macroeconomic... ...BrokerCheck). Entrepreneurial mindset with a commitment to a consultative, relationship-first planning process. Compensation &...Work at officeLocal area- ...Experienced Financial Advisor – Grow Your Practice with Lee, Nolan & Koroghlian, LLC Are you an established financial professional looking for greater support, flexibility, and growth opportunities? Lee, Nolan & Koroghlian, LLC, a MassMutual firm, is seeking experienced...Local areaFlexible hours
- ...Financial Aid Advisor - Lincoln Tech - Paramus, NJ Campus We're looking for an experienced financial aid professional who understands the unique needs of career-focused students pursuing skilled trades education. If you have 1+ years of hands-on financial aid experience...Full timeTemporary workImmediate start
- Barnum Financial Group is a financial planning and consulting firm located in Paramus, NJ. With over 70 years of experience, we have helped over a quarter million clients nationwide create wealth and make smart money decisions. Our team provides a full range of investment...Full time
- ...a strong intrinsic need for safety and security. It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even stronger communities. If your idea of a dream career combines business...
$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 office$80k - $100k
Mortgage Loan Processor Montebello NY $80,000 - $100,000 Loan processing experience a must Seeking a detail and highly organized Loan Processor to join our team. The ideal candidate will be responsible for managing and processing loan applications efficiently...- ...financing for personal or commercial needs. As a Loan Officer, you'll guide clients through the loan application process, evaluate financial information, and ensure a smooth approval process. This role involves proactively finding and generating new leads, building...
$21 - $23 per hour
...education, etc. Relationship Specialists are responsible for building member relationships by providing exceptional financial support and advice through a consultative and educational approach helping members exceed their financial goals and dreams. This position is...Hourly payFull timeContract workPart timeImmediate startFlexible hours$1,000 per month
...Northwestern Mutual College Financial Representative Internship 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$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 area- ...Cash Management Consultant Senior Are you a dynamic professional with a knack for identifying, proposing, and delivering Cash Management... ...of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques...
$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 areaFlexible hours$45k - $88k
Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), a broker-dealer that supports and grows wealth...Temporary workBank staffAfternoon shift- ...Financial Advisor Associate Training, Mentorship & Licensing Support Provided Remote / Hybrid Opportunities Available Launch a Business. Build a Career. Create a Legacy. Most people spend their careers building someone else's dream. At One Legacy Financial Group , we believe...Work at officeImmediate startRemote work
- ...Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every...Temporary workWork at officeMonday to FridayShift workDay shift
- ...Overview For 2026 Graduates - Entry Level Financial Advisor Position Our Post-Graduate Financial Advisor Development Program offers recent graduates a unique opportunity to transition seamlessly from student life to a rewarding career in financial advisory. This program...Full timeWork at office
$70k - $80k
...Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset...Temporary workShift workDay shift$21 - $25 per hour
...relationships by understanding client needs and introducing relevant financial solutions. Actively participate in ongoing training and... ...of the Bank’s products and services to engage clients in consultative discussions and recommend solutions aligned with their financial...Full timePart timeWork at officeAfternoon shift$17.74 - $29.57 per hour
...professional demeanor, establish trust, analyze needs and recommend appropriate products and services. Meet with customers to analyze financial needs, maximize sales opportunities, offer all bank products, open new accounts (checking, savings, CD, IRA), and discuss/sell...Full timeWork at office- ...gain knowledge from the customer. Analyze needs and recommend appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, i.e., checking...
- ...gain knowledge from the customer. Analyze needs and recommend appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, i.e.,...
$49.5k - $82.5k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...About the Firm U.S. Financial Services is a boutique wealth management firm providing highly personalized financial planning and investment advisory services to individuals and families. Our philosophy is rooted in long‑term client relationships, thoughtful and unbiased...Work at officeRemote workFlexible hours
- ...of proactive sales and service activities. Manage the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborate with ecosystem partners to grow customer's share of wallet. Position PNC solutions to drive new revenue and...Temporary workWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
- finance financial Spring Valley, NY
- financial Spring Valley, NY
- financial planning assistant
- financial advisor part time
- financial advisor training program
- fee based financial planner
- associate financial representative
- financial planning administrator
- international financial advisor
- financial research associate

