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
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$27.59 - $45.98 per hour
...calling activities and develop new banking relationships through a consultative sales approach in some branches. Adhere to applicable... ...with time management and prioritization skills. Demonstrated financial services product knowledge. Ability to communicate with tact...SuggestedHourly pay- ...Chase is seeking a Relationship Banker to represent our brand with hospitality and financial expertise. You will acquire, manage, and retain client relationships, using knowledge of banking solutions to meet financial needs and ease daily life. You will work at a Chase...Suggested
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$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$20.67 - $31.25 per hour
...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts.... ...of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required) Comfortable...Hourly payWork experience placementFlexible hoursDay shift- ...KeyCorp in Nanuet, NY is seeking a Personal Banker to engage clients, uncover needs, and guide financial wellness. You will attract new clients and deepen relationships with existing ones, through in-person and proactive calling. The role emphasizes client-first service...
$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...Full timeContract workFor contractorsWork at office- ...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...
- ...Traphagen CPAs & Wealth Advisors is a growing CPA firm located in Oradell, NJ seeking a Financial Advisor to join our award-winning team. This position is within the wealth management division of the firm. We value our associates and are committed to providing...Full timeRemote work
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$48k - $100k
...management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with...Work at officeShift workDay shift- ...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
$45k - $88k
...A financial services provider in Wallington, NJ is seeking a VP, Financial Advisor to deliver financial advice and maintain client relations. The ideal candidate should have at least 5 years of experience in a financial institution along with required licenses. This position...- ...A leading financial services firm in New Jersey seeks a dedicated Financial Consultant to develop personalized financial strategies for clients. This role requires expertise in financial products, strong communication, and analytical skills. You will conduct financial...
- ...Bank of America in Saddle River, New Jersey, is seeking a licensed financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals through brokerage products and banking solutions. Responsibilities include...
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- ...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
- ...A financial planning and consulting firm in Paramus, NJ is seeking a full-time Financial Advisor to provide clients with strategic financial planning and consulting services. The role includes financial and retirement planning, risk management, and estate conservation...Full time
- ...planning. You will work with cross-functional teams to implement cost-saving initiatives, onboard new clients, and maintain strong client relationships across post-acute care facilities. A consultative selling approach and CRM proficiency are essential. #J-18808-Ljbffr...
$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$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$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- TD Bank in Nanuet, NY is seeking a Teller II for a 20-hour weekly, on-site role. The Teller II will handle deposits, withdrawals, and cash transactions accurately while delivering a Legendary Customer experience. You will educate customers on TD products and refer to partners...Part time
$18.75 - $25 per hour
...relationships with Key by providing distinctive quality service in branch. Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and provide...Hourly payWork experience placementShift workDay shift$60k - $80k
Commercial Loan Processor Spring Valley, NY $60,000-$80,000+ A Commercial Mortgage Company is seeking a highly organized and detail-oriented individual to join their team as a Loan Processor. The Loan Processor will play a critical role in facilitating the loan...Full time- ...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...
- ...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...
$20 - $28 per hour
...contributions will truly matter. Location: 459 NJ-17, Hasbrouck Heights, NJ 07604 Compensation: $20-$28/hr. Position Purpose The Financial Aid Advisor (also known as the Financial Aid Officer) is responsible for managing and processing financial aid documentation for...Monday to FridayFlexible hoursWeekday work$170.5k - $284.1k
...the delivery of an integrated wealth management offering consistent with the individual financial goals of clients. Recommends investment solutions via a needs-based, consultative approach, and proactively manages the client relationship including guiding sensitive and...Full timeWork experience placementWork at office
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