Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor - Learn & Lead in Advanced Strategies for HNW Clients

WealthBridge Financial Group

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 4 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor - Learn & Lead in Advanced Strategies for HNW Clients in Lawrence, KS vacancy
  • $50k

     ...Join a financial services firm where your contributions are...  ...first. With over 9 million clients and 20,000 financial advisors across the U.S. and...  ...face and virtual sourcing strategies (e.g., residential, business...  ...self-starter Love of learning and challenges, including... 
    Suggested
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Lawrence, KS
    3 days ago
  • $21.94 - $26.82 per hour

     ...Job Title Client Relationship Consultant Job Description Client Relationship...  ...and follow up, asking questions and learning about their financial needs, and banking channel...  ...digital first mindset - Demonstrated advanced level of proficiency in making appropriate... 
    Suggested
    Temporary work
    Local area

    US Bank

    Lawrence, KS
    2 days ago
  • $51k - $55k

     ...Summary We are seeking a Financial Planning Associate to...  ...advisory support to clients within growing advisory...  ...move efficiently from strategy to execution. The role...  ...with clients, advisors, attorneys, CPAs, custodians...  ...Events such as Lunch & Learns, Virtual Staff Hangouts... 
    Suggested
    Flexible hours
    Weekend work

    Keating Financial Advisory Services, Inc.

    Lawrence, KS
    17 hours ago
  •  ...Evidence of education and learning, Bachelor's degree preferred...  ...preferred Other progressive advancements in banking career evidence...  ...extremely competitive, and client-focused and realize that...  ..., Trust , Wealth Officer, Financial advisor banking, bank, credit union... 
    Suggested
    Bank staff

    gpac

    Lawrence, KS
    3 days ago
  •  ...purpose to help make financial lives better through the...  ...we deliver for our clients, teammates, communities...  ...with opportunities to learn, grow, and make an impact...  ...triaging client leads, making referrals to business...  ...and investments strategies that align with client... 
    Suggested
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America Corporation

    Lawrence, KS
    more than 2 months ago
  • WealthBridge Financial Group is looking for a driven Financial Consultant in Linwood, Kansas. The role involves working closely with clients to understand their financial goals and deliver tailored financial strategies, investment planning, and wealth management. Candidates... 

    WealthBridge Financial Group

    Linwood, KS
    2 days ago
  • $16 per hour

     ...Flexible Schedule Competitive Pay with Quick Increases Advancement Opportunities Additional Benefits after 1 Year Job...  ...want to build a great career, be a part of a winning team, and learn valuable leadership skills, Taco Bell is the place to learn, grow... 
    Full time
    Part time
    All shifts
    Flexible hours
    Shift work
    Night shift
    Weekend work
    Weekday work

    Taco Bell

    Lawrence, KS
    2 days ago
  •  ...Client Relationship Representative (Universal Banker) Job Category : Branch Banking Requisition...  ...tools to meet the current and future financial needs of bank Clients. Deliver upon a...  ...Sales and Business Development Actively lead and participate in sales and service activities... 
    Full time
    Flexible hours
    Night shift

    First Merchants Brand

    Lawrence, KS
    3 days ago
  •  ...like experience for our clients is a top priority, we...  ...a team that builds financial planning solutions capable...  ...freedom. We're leading a revolution in our industry...  ...—empowering financial advisors to achieve record-...  ...management, investment strategy implementation, and relationship... 
    High net worth
    Work at office
    Remote work

    Triad Partners

    Lawrence, KS
    5 days ago
  •  ...memorable experiences for our clients and employees, making them feel...  ...solutions and cutting-edge financial technology combined with friendly...  ...service. You will take a lead role in acquiring, managing, and...  ...wherever, and however they want. Learn products, services, and... 
    Afternoon shift

    JPMorgan Chase

    Lawrence, KS
    6 days ago
  •  ...’re caring, purpose-driven and hungry to learn, your potential is unlimited. What You’ll...  ...eligibility and length of service. Emotional and financial support with free counseling through our...  ...over your career, through our industry-leading Continuing Education program. Vast... 
    Full time
    Part time
    Seasonal work
    Flexible hours

    Kroger

    Lawrence, KS
    2 days ago
  • WealthBridge Financial Group in Eudora, Kansas, is seeking a results-oriented Financial Consultant to join their team. The role involves engaging with clients to understand financial objectives and providing tailored advice that aligns with their goals. Ideal candidates... 

    WealthBridge Financial Group

    Eudora, KS
    2 days ago
  • $9.5 - $14 per hour

     ...exceeded to ensure we execute on our mission. Benefits Tips Employee discounts Flexible schedule Opportunity for advancement Training & development Job Requirements Able to work in a fast-paced environment. Excellent menu and product knowledge... 
    Hourly pay
    Live in
    Local area
    Flexible hours
    Shift work

    Firehouse Subs

    Lawrence, KS
    3 days ago
  • $16 per hour

     ...package available at Full Time after waiting period. Paid Time Off Learning & Growth Opportunities! We want you to learn and grow everyday...  ...packages, health benefits, and opportunities for career advancement. Please submit your resume and a cover letter outlining your qualifications... 
    Hourly pay
    Full time
    Work at office
    Flexible hours

    Wiggy Wash

    Lawrence, KS
    1 day ago
  • $60k - $65k

     ...safety incentives.  Training Provided Opportunities for advancement Strong Benefits Package Paid Time off, Biweekly pay Bonus...  ...associated with large scale production equipment. Learning Orientation: Onsite manager has demonstrated ability to adapt... 
    Full time
    Work at office
    Immediate start
    Relocation

    Leadpoint Business Services

    Lawrence, KS
    3 days ago
  •  ...candy, snacks, games, electronics and additional items. Learn more at Responsibilities LEAD TEAM MEMBER GENERAL SUMMARY: The Lead Team Member...  ...designed to care for the physical, mental and financial well-being of our employees and their families. Available... 
    Work experience placement
    Seasonal work

    Dollar General

    Lawrence, KS
    3 days ago
  • $14.5 - $16 per hour

     ...around it. ~ Full and part-time opportunities ~ Opportunity for advancement (most of our Managers have been promoted within) ~ Medical,...  ...skills. Flexibility, humility and a willingness to learn. Exemplify PepperJax Grill’s culture by demonstrating an awesome... 
    Hourly pay
    Full time
    Part time
    Flexible hours
    Shift work

    PepperJax Grill

    Lawrence, KS
    21 days ago
  • $20.55 - $25.05 per hour

     ...more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure...  ...work with us. Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people... 
    Hourly pay
    Full time
    Local area
    Monday to Friday
    Shift work

    Commerce Bank

    Lawrence, KS
    2 days ago
  •  ...Job Title: Client Solutions Lead Job Classification: Full-Time Reporting Relationship: Director of Client Solutions / Project Manager Primary Accountabilities: The Client Solutions Lead at BHS Construction is responsible for managing the successful delivery... 
    Full time
    For subcontractor
    Work at office
    Monday to Friday
    Shift work

    BHS Construction Inc

    Lawrence, KS
    4 days ago
  • $92k - $126.5k

     ...mission-critical outcomes, operational advancement, scientific discovery and cutting-edge manufacturing...  ...building structures, we’re helping our clients innovate and grow by designing,...  ...running as they should. You’ll take the lead on daily scheduling and planning... 
    Full time
    Contract work
    For contractors
    Work at office
    Remote work

    Jacobs

    Lawrence, KS
    5 days ago
  •  ...materials are available to press operators in advance of the order being placed on the press....  ...maximum efficiency and quality. Lead in the creation and execution of staff training...  ...with the screen department to determine strategies for the best quality decoration.... 
    Work at office

    Grandstand Drinkware + Apparel

    Lawrence, KS
    5 days ago
  •  ...you are looking for a position that will offer advancement opportunities, this is a great starting point to learn, and prepare you for future opportunities within...  ...visits our branches Receive and process member financial transactions including deposits, withdrawals,... 
    Part time
    Monday to Friday
    Shift work

    Envista Federal Credit Union

    Lawrence, KS
    3 days ago
  •  ...remains to be our first and foremost mission. Position Summary As the Lead Facilities Maintenance Technician for Pyle you will maintain a...  ...to answer/ respond to off-hours calls and/or emergencies Advanced licensing in electrical/HVAC or lift truck trades would be a plus... 
    Full time
    Long distance
    Flexible hours

    A. Duie Pyle

    Lawrence, KS
    2 days ago
  •  ...pride in your work because at Schwan’s, you lead the way and we value what you bring. Our...  ...for people with an appetite for more. To learn about joining a team where you can belong...  ...activities in coordination with the site strategy. This position will direct the planning... 
    For contractors
    All shifts
    Shift work

    Schwan's

    Lawrence, KS
    1 day ago
  • $80k - $90k

     ...plant processing and seasonal operations. Supervise and lead the maintenance / processing team in addition to the above...  ...time for all non-union employees Development & Advancement: Access to LinkedIn Learning as well as both formal and informal opportunities to develop... 
    Full time
    Seasonal work
    Work at office
    Local area
    Flexible hours
    Day shift

    Welch's

    Lawrence, KS
    3 days ago
  • Job Description Opens and closes the store in the absence of store management, including all required systems start-ups, required cash handling, and ensuring the floor and stock room are ready for the business day. Responsible for opening back door of store for deliveries...
    Work experience placement
    Seasonal work
    Local area
    Shift work

    Walgreens Boots Alliance

    Lawrence, KS
    1 day ago
  •  ...Typical work activities for a Team Manager:Serve as a role-model and lead the team.Ensure that team members are providing great customer...  ...within Flynn Group that offers stability, opportunity for advancement as well as a great environment, training and benefits. We are committed... 
    Contract work
    Shift work
    Day shift

    Hunter Super Techs - TurnPoint

    Lawrence, KS
    2 days ago
  •  ...activities for a Team Manager: Serve as a role-model and lead the team. Ensure that team members are providing great customer...  ...within Flynn Group that offers stability, opportunity for advancement as well as a great environment, training and benefits. We are committed... 
    Contract work
    Flexible hours
    Shift work
    Day shift

    Panera - Flynn Group

    Lawrence, KS
    4 days ago
  •  ...work and outreach needs. • Intentionally support, research, lead, delegate, coordinate, and supervise faith-based LCMS (Concordia...  ...media platforms and ability to support marketing and outreach strategies. • Willingness to work evenings and weekends based on ministry... 
    Full time
    Work at office
    Local area
    Weekend work
    Afternoon shift

    Lutheran Indian Ministries

    Lawrence, KS
    2 days ago
  • $50 - $60 per hour

     ...finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.   In this role, you might: Review and... 
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Lawrence, KS
    more than 2 months ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor - Learn & Lead in Advanced Strategies for HNW Clients. Be the first to apply!