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.

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

Apply

Vacancy posted 4 days ago

Similar jobs that could be interesting for youBased on the Financial Consultant in West Allis, WI vacancy

VP Financial Advisor
$164k
...management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique...
Suggested
Full time
Temporary work
Flexible hours
Wealth Enhancement Group
Milwaukee, WI
2 hours ago
Patient Financial Counselor
...Position Overview The Patient Financial Counselor plays a vital role in assisting patients with financial resources to eliminate barriers to care while optimizing revenue for the organization. This position connects patients to available financial assistance programs,...
Suggested
Work at office
Outreach Community Health Centers
Milwaukee, WI
1 day ago
Financial Advisor
$65k - $85k
...Financial Advisor Apply Here Who We Are Retirable is a mission‑driven fintech headquartered in New York with a growing advisor hub... ...with peace of mind. Responsibilities Conduct financial planning consultations with warm inbound prospects who’ve requested a consultation....
Suggested
Work at office
Monday to Friday
Weekday work
DIAGRAM
Milwaukee, WI
3 days ago
Financial Advisor
$51.8k - $95.9k
...Water Street Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with... ...partnership with members of the client relationship team to apply a consultative sales process and continually enhance the client experience....
Suggested
Contract work
Part time
Local area
Koitecc Solutions
Milwaukee, WI
2 days ago
EXPERIENCED FINANCIAL ADVISOR
...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities Provide...
Suggested
Tri-State Wealth Advisors of Prudential Advisors
Milwaukee, WI
3 days ago
Financial Aid Counselor
...Financial Aid Counselor Position Title: Financial Aid Counselor Reports To: Director of Financial Aid & Veterans Services Department: Financial Aid & Veterans Services Employment Status: Full-time Pay Months: July-June Position Summary: The position of...
Full time
Work at office
Afternoon shift
Mount Mary College
Milwaukee, WI
12 hours ago
Financial Advisor
$90k - $120k
...Job Description: Our client is a fee-only boutique wealth management firm. They are seeking a Financial Advisor to join their growing team. Their services include industry innovations such as Career Asset Management, Elder Life Planning, and Caring Hearts Conversations...
Flexible hours
Financial Planner Recruiting, LLC
Milwaukee, WI
1 day ago
Financial Advisor
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...
Full time
Contract work
For contractors
Work at office
Northwestern Mutual
Wauwatosa, WI
2 days ago
US Experienced Financial Advisor
$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 office
Work from home
Home office
Flexible hours
Edward Jones
Milwaukee, WI
12 hours ago
Financial Advisor
$45k - $100k
...anticipated to remain open for 30 days, from 09-Jul-2026. The posting may close early due to the volume of applicants. 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...
Traineeship
Work at office
Local area
Work from home
Home office
Flexible hours
Edward Jones
Elm Grove, WI
1 day ago
Merrill Experienced Financial Advisor
...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...
Work at office
Shift work
Day shift
Bank of America
Milwaukee, WI
12 hours ago
Financial Advisor
$45k - $100k
...is anticipated to remain open for 30 days, from 15-Jan-2026. The posting may close early due to the volume of applicants. 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...
Traineeship
Work at office
Local area
Work from home
Home office
Flexible hours
Edward Jones
Milwaukee, WI
12 hours ago
Financial Advisor
...Rivercity Insurance & Financial Services is seeking driven Agents to join our team in Milwaukee, Wisconsin. Ideal candidates are aspiring Insurance Agents, career shifters, or individuals interested in finance and sales. Responsibilities include building client relationships...
Rivercity Insurance & Financial Services
Milwaukee, WI
1 day ago
Patient Financial Counselor
Join our team which is committed to the delivery of the highest quality healthcare service. We are seeking a Patient Financial Counselor who is self-motivated, energetic, and a take-charge individual. Responsibilities: # Assist clients with applying and understanding...
Work at office
Sixteenth Street Community Health Center
Milwaukee, WI
12 hours ago
Financial Counselor
...Illuminus is seeking a dedicated Resident Financial Counselor (Senior Living) to support residents in managing financial obligations. This role is crucial for facilitating Medical Assistance applications and ensuring overall financial stability. The ideal candidate will...
Illuminus
Milwaukee, WI
2 days ago
Financial Advisor
...Northwestern Mutual in Milwaukee offers a College Financial Representative internship that guides you to build an integrated financial planning practice while you’re in school. You’ll work with local and nationwide experts, exclusive products, and the support of a Fortune...
Full time
Internship
Local area
Flexible hours
Northwestern Mutual
Milwaukee, WI
1 day ago
Financial Advisor
...Soteria Reinsurance Ltd. is seeking a Workplace Financial Consultant in Milwaukee/Madison, WI, to engage directly with clients on financial matters. In this role, you will provide personalized financial planning through workshops and one-on-one meetings, ensuring financial...
Local area
Soteria Reinsurance Ltd.
Milwaukee, WI
1 day ago
Financial Advisor
...is seeking a Treasury Advisor to partner with senior Treasury Consultants to deliver treasury solutions to Commercial Bank TPS clients.... ...drive growth and improve client experience. You will analyze financial data, assist with proposals and pricing, and ensure smooth onboarding...
BMO U.S.
Milwaukee, WI
1 day ago
Financial Advisor
$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
Unavailable
Wauwatosa, WI
3 days ago
Financial Advisor
...Job Description Job Description e 2 Retirement Consulting is seeking an ambitious, professional, self-motivated and entrepreneurial spirit Financial Advisor to join the team! Founded in 2010, e2 Retirement Consulting, LLC is an independent advising firm headquartered...
Full time
Work at office
Monday to Friday
e2 Retirement Consulting
Milwaukee, WI
8 days ago
Financial Advisor
$200k
Financial Advisor — Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning...
Local area
Drake & Associates, LLC
Milwaukee, WI
1 day ago
Financial Advisor
Direct message the job poster from Northwestern Mutual Financial Advisor at Northwestern Mutual Company Description Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. Through personalized insurance and investment...
Full time
Northwestern Mutual
Milwaukee, WI
2 days ago
College Financial Representative, Internship Program
$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 time
For contractors
Internship
Local area
Unavailable
Elm Grove, WI
12 hours ago
Junior Financial Advisor
...Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier... ...channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM...
Work from home
Flexible hours
World Insurance Associates LLC
New Berlin, WI
1 day ago
College Financial Representative, Internship Program
$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 time
Internship
Local area
Flexible hours
Northwestern Mutual
Wauwatosa, WI
3 days ago
Wealth Advisor
$63.83k - $136.58k
...The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate on holistic and personalized financial plans that turn goals into reality and provides peace of...
Work at office
Local area
Flexible hours
UMB Bank
Milwaukee, WI
3 days ago
Senior Analyst, FP&A
...least 3 days per week (Monday-Thursday), with flexibility to work remotely up to 2 days, including Friday. Position Summary – Senior Financial Analyst (Corporate IT FP&A) The Senior Financial Analyst is a critical member of the FP&A organization, serving as a lead owner...
Contract work
Remote work
3 days per week
Regal Rexnord Corp
Milwaukee, WI
1 day ago
College Financial Representative, Internship Program
$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 time
Contract work
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual
Elm Grove, WI
1 day ago
Wealth Advisor
$100k - $150k
...bonus potential A top-tier RIA in Milwaukee is seeking a Wealth Advisor to partner with Senior Advisors in designing customized financial plans for high-net-worth clients. This in-office role comes with an exceptional benefits package, including fully funded health...
Work at office
BCI - Brokerage Consultants Inc
Milwaukee, WI
3 days ago
Full-Time Teller
$18 per hour
Starting salary for Teller position is $18.00 an hour and up, depending on experience. What is the job purpose of the Teller position... This position is responsible for accurately processing deposit account and loan transactions while adhering to all policies and...
Full time
Flexible hours
WaterStone Bank
West Allis, WI
2 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!