Wealth Advisor
WealthBridge Financial Group
Description 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. 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. 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
$71k - $89k
Financial Representative - Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help...SuggestedFull timeLocal area$17.93 - $29.89 per hour
Location: Hematology Oncology of Indiana Pay Range:$17.93 - $29.89 A Financial Counselor acts as a liaison between patients and the practice, coordinating payments, assisting with financial responsibilities, and ensuring accurate insurance benefit records in the electronic...SuggestedRemote workMonday to FridayShift work$20.55 - $25.05 per hour
About Working at Commerce Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there...SuggestedHourly payFull timeLocal areaMonday to FridayShift work- Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
$25 - $31 per hour
About the Role:Relationship Bankers build meaningful, long-term client relationships by exhibiting Breakthrough Client Service Standards and providing customized solutions to help clients achieve their financial goals. This includes offering sound financial advice, and ...SuggestedWeekend work$1,000 per month
...growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and...Full timeInternshipLocal areaFlexible hours- Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of...Full timeTemporary workPart timeWork experience placementWork at office
$16.5 - $23.27 per hour
Location:800 Philadelphia StreetIndiana, PA 15701or324 N 4th StreetIndiana, PA 15701Hours:Monday - Thursday 8:30 am - 5:00 pmFriday 8:30 am - 6:00 pm(Must be flexible around branch hours)Function:Operates a customer service window to provide customers with exceptional ...For contractorsWork at officeFlexible hoursNight shift- As a Teller at First Commonwealth, you will live out our Mission to improve the financial lives of our neighbors and their businesses. You will understand the importance of the customer experience, and the role each employees plays in delivering on our Customer Service...Live outWork at office
- InFirst Bank is seeking a personable individual to fill a Teller position for the Main Office (Indiana, PA). Ideal candidates will be able to pay attention to detail, have proficient interpersonal, communicative, sales, reading, writing, grammar, and mathematical skills...Work at officeImmediate start
- As a Teller, you will serve as the primary point of contact for members at Indiana Members Credit Union, ensuring a positive and efficient banking experience. Your role is critical in processing a variety of financial transactions accurately and securely, including deposits...Remote workNight shift
$15 - $30.53 per hour
Function Responsible for the processing of consumer loans, communication with Retail Bankers and ensuring compliance of consumer loan applications in accordance with S&T Bank, regulatory and equity guidelines, and conditional loan approvals. Requires knowledge of consumer...For contractorsWork at officeLocal area- Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of...Full timeTemporary workPart timeWork experience placementWork at office
$17.5 - $30.85 per hour
...operations, such as monthly reports, reconcilements, and logs. Use resources provided to keep the branch and business lines, including Wealth Management, Mortgage, and Business Banking balanced and in compliance. Maintains a good working relationship with bank employees in...For contractorsWork at officeFlexible hoursNight shift$48k - $80k
...office with clients as part of our work environment. Financial Advisor - Meaningful Career, Not Just a Job! Join a passionate team... ...potential Access to existing State Farm customer households Wealth Academy Training and professional mentorship Investment options...Base plus commissionFor contractorsH1bWork at officeImmediate start- SUMMARY: Processes a variety of customer transactions at a teller window. Recognizes customer needs and recommends products, services, or assistance of other bank employees or departments, to consistently deliver a superior level of customer service. ESSENTIAL DUTIES AND...Work at officeFlexible hours
- Job Description Job Description Commercial Lender – Indiana, PA Highland Consulting Group is partnering with a respected, community-oriented financial institution to identify a Commercial Lender for the Indiana market. This is an opportunity for a true relationship...
- As part of this role, you will: Provide excellent customer service by: Responding to customer requests for banking transactions. Answering customer inquiries and problems with solutions that meet the customer’s current needs. Continually building customer loyalty and customer...Part time
$18.5 - $19.5 per hour
Overview Reporting to the Manager of Financial Clearance, the Financial Clearance Specialist will be responsible for ensuring that financial clearance is obtained prior to services being rendered, patient experience protocols are followed, and clearance is obtained in a...Shift work- S&T Bank is seeking a customer service-focused professional at our Indiana, PA branch to assist customers with a variety of transactions and provide guidance on bank products and services. You will support branch leadership, balance cash during daily operations, and help...
- Job Description Job Description Benefits: ~401(k) matching ~ Bonus based on performance ~ Competitive salary ~ Opportunity for advancement ~ Paid time off ~ Training & development Acquisitions Specialist – Sales-Driven Insurance Professional Jake...Base plus commissionFull timeWork at office
- Locations 1110 East Lincoln Way, Laporte, IN, 46350-3954, US (On-site) Job Schedule Full time Export-Controlled Data This position entails access to export-controlled items and employment offers are conditioned upon an applicant's ability to lawfully obtain access to such...Full time
- AMPP 810 W Washington St Winchester, IN 47394, USA The Jr. Financial Analyst will help analyze and interpret financial and market data to provide logical explanations for budget or expected variances. Ideally, this person will demonstrate strong leadership skills, work...Contract workFor subcontractor
$100k - $115k
If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Professional Burns Harbor, IN, US 5 days ago Requisition ID: 1341 Reports To: AVP Finance Location: Portage, ...Full timeWork at officeLocal areaMonday to FridayFlexible hoursNight shift- OBJECTIVE AND MAIN TASKS OF THE FUNCTION Fixed Assets accounting (new assets entry, asset disposal, depreciation posting) Project Accounting Cash Forecast and cash management Budgeting and forecasting TASKS Fixed Assets accounting (new assets entry, asset disposal...ApprenticeshipSecond job
- The Broadcasters Foundation of America is seeking an experienced accounting professional to support its mission of helping broadcasters in acute need. The role involves managing cash flow for grants, general ledger activities, payroll, and insurance, with monthly and quarterly...
- ## Financial Analyst IIApply: Winamac, IN: Full time: Posted Today: R-102962**Job Description:**Job Description:As a Financial Analyst II at BraunAbility, you will be responsible for a hybrid role that combines financial analysis and accounting functions. You will provide...Full time
- Communications Specialist Join to apply for the Communications Specialist role at ADEC . The Company ADEC’s services revolve around one mission: Helping individuals with intellectual and developmental disabilities find informed choice and possibility. We serve more than...Full timeLocal area
$81.07k - $129.71k
Job Description Blue Cross NC is seeking an Actuarial Analyst to support rating and pricing, valuation, healthcare economics, and financial forecasting. Under general guidance, this role applies knowledge of mathematics, probability, statistics, and business principles ...Work at officeLocal areaRemote workFlexible hours2 days per week- A leading healthcare organization is seeking a RCS-Physician Advisor to join their Denial Management team. This full-time remote position requires a medical degree and board certification, along with clinical experience in a hospital setting. Responsibilities include liaising...Remote jobFull time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor. Be the first to apply!



