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 #J-18808-Ljbffr WealthBridge Financial Group
$75k - $150k
...Powerwell is a leading recruitment firm helping our clients discover top talent. We are recruiting for a Financial Consultant. Candidates must be located in the Cleveland, OH region and will be allowed to work remote. Summary: As a Financial Consultant, you will...SuggestedRemote work- About the job Financial Consultant (Remote) Achieve Balance and Impact with a Part-Time Financial Consulting Role About Us: We’re a trusted financial services company dedicated to helping clients build and protect their wealth. With licenses across the U.S., Canada, Mexico...SuggestedRemote jobExtra incomePart time
- 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 day....SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$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...SuggestedWork at officeWork from homeHome officeFlexible hours- ...Perks Careers Advancement Opportunities Flexible Scheduling Competitive Compensation Job Summary We are seeking a Financial Advisor to join our team. In this role, you will educate and provide guidance to our clients on how to best utilize and invest their...SuggestedFlexible hours
- ...Opportunity for advancement ~ Training & development ~ Vision insurance The Marsh Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the...For contractorsWork at officeLocal areaWork from homeFlexible hours
$15 - $17 per hour
...Financial Services Representative The Financial Services Representative (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs. This role requires daily outbound calling...Hourly payWork at officeLocal areaShift work- Modern Woodmen FraternModern Woodmen Fraternal Financial and MWA Financial Services. A Great Place to Work-Certified™ Region. As a fraternal benefit society, we have no stockholders. We’re owned and operated by and for the benefit of our members. We specialize in retirement...Full timeWork at officeFlexible hours
$18.64 - $27.96 per hour
...faculty, and staff — can achieve their fullest potential.Join the Ole Miss Family — Build Your Legacy Here!Department:The Department of Financial AidJob Summary:Counsels students on the financial aid process, evaluates and verifies applications, and assists with reporting as...Work at office- About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...Local area
$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$97k - $192k
...Opportunity for advancement Training & development Vision insurance The Marsh Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the...For contractorsWork at officeLocal areaWork from homeFlexible hours- ...client focus is at the center of everything we do. We go far beyond just managing our clients' investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, 'Serve.' It is the reason we go to work...Local area
- ...Certuity is widely recognized for its leadership. We are a 2025 Forbes Top RIA Firm, and our advisors have been featured in Barron’s Top Financial Advisors.* Location: National Work Model : Flexible/ Remote About the Role Certuity is seeking exceptional...Work at officeRemote workFlexible hours
- ...Vision insurance Transition Your Healthcare Expertise into Financial Services with P&W Financial Group! Leverage Your... ...forward to deer hunting season. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations...Work at officeLocal areaWork from homeVisa sponsorshipFlexible hours
- ...People are looking for individualized financial advice they can trust. They need your help, and they are everywhere. That means you can build your Modern Woodmen business right where you are. At Modern Woodmen of America, we have passion and purpose. We believe in what...Flexible hours
- ...matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers...Permanent employmentFull timeMonday to Friday
- ...matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers...Permanent employmentNight shift
$58 - $72 per hour
This range is provided by Magnit. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $58.00/hr - $72.00/hr This is a contract role through Magnit for Consumers Energy in Jackson, Michigan. For the location...Hourly payContract workWork experience placement- ...service and proactive sales focused position tasked with engaging existing and prospective customers to determine and meet their financial needs. With a deep understanding of Renasant Bank customer engagement model, you spend time executing and role modeling by serving...Contract workLocal area
- ...committed to bringing passion and customer focus to the business Simmons Bank is a dynamic regional community bank with the full financial capabilities to meet the unique needs of our customers. We believe in empowering our associates to be a trusted advisor while providing...Night shift
- ...matching them with the appropriate bank products and services to enhance a current or prospective customer’s satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers...Permanent employment
$125k - $150k
United States Suitability/Public Trust Fully remote Information Technology Overview GovCIO is seeking a highly experienced Data Security Analyst — Master to lead the design, implementation, operation, and continuous improvement of enterprise security controls...Full timeRemote workFlexible 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 areaFlexible hours- ...Teller Position As a Teller, you will play a crucial role in the financial operations of our organization, serving as the first point of contact for customers. Your primary responsibility will be to handle transactions accurately and efficiently, ensuring a high level...
$70k - $90k
...ensuring the efficiency of investment strategies, compliance, reporting, and client service. This role requires understanding of financial markets, investment products, operations within a broker-dealer framework, and the unique needs of our financial planning firm. This...Full timeWork at office- The Citizens Bank of Philadelphia is seeking a Part Time Teller for our Sebastopol location, as follows: Position Details Position Part Time Teller Reporting To AVP/Branch Manager Hours 22 - 26 hours per week (Monday, Tuesday, Friday) About the Position A client advocate...Part timeFor contractorsWork experience placementWork at officeMonday to Friday
- ...high quality customer service by accurately and efficiently completing bank transactions as well as identifying products to meet financial needs of bank customers. Other duties may be assigned. PRINCIPLE ACCOUNTABILITIES Provide high quality customer service within the...Full timeTemporary workNight shift
- ...Qualifications* Cash handling experience* Customer service experience* Excellent communication skills* Professionalism* Ability to process financial transactions with a high degree of accuracy and attention to detail.* High School Diploma Required #J-18808-Ljbffr Merchants &...Local areaNight shift
- TELLER# TELLEROsyka, MS 39657## Description**Summary:** Provide service to Bank customers by conducting transactions, assisting with inquiries, and resolving issues in a timely manner. In addition, through customer interactions, identify opportunities to cross-share Bank...
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