Financial Advisor - Veteran Transition Program (KY)
WealthBridge Financial Group
Job Description
Job 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.
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.
- Deomonstrated 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
$58.44k - $93.5k
...position will provide personal financial services at assigned military... ...Contact (POC) to assure that the program is providing within scope and... ...Counselor, PFC-Fort Campbell, KY Grade 24 Work Experience -... ...or mental disability, disabled veteran or veteran of the Vietnam Era...VeteranContract workTemporary workWork experience placementWork at office- Job Description:Financial Planning ConsultantTo be eligible... ...of the Covington, KY Regional Center.Is it... ...technology-enabled model, Advisors guide clients across... ..., so our benefit programs are designed to help you... ...Working ModelFidelity is transitioning to a full-time onsite...SuggestedFull time
$110k - $150k
...family. Who We Want The Wealth Advisor position is the backbone of... ..., proficient in CRM and Financial Planning software Skillfully... ...and aptitude for learning new programs and processes: Knowledge of... ...origin, disability, protected veteran status, sexual orientation, age...VeteranTemporary workWork at officeFlexible hours- ...Banker Associate II - Northern KY GENERAL FUNCTION: Selected... ...week on-boarding and education program that includes rotations in Operations... ...sales process and Financial Needs Assessment to build a thorough... ...gender identity, military status, veteran status or any other legally...VeteranWork experience placementWork at office
$128k - $252.5k
...them navigate challenges, avoid financial pitfalls, and implement... ...controls and compliance, and transition planning to help clients capture... ...discretionary annual incentive program, subject to the rules... ...age, disability or protected veteran status, or any other legally...VeteranLocal area$100k
...work-life balance while establishing a financial legacy for your family. What Makes Us Different... ...'t licensed, our fast-track licensing program will get you licensed and in a position... ...and service pre-existing clients (veteran agent’s only) Follow A Sales Process Designed...VeteranFull timeWork visa- ...will be based in Ft. Mitchell, KY. PNC is an in-office company... ...opportunities to improve the customer's financial wellbeing. Collaborates with... ...assistance, including select programs fully paid a robust wellness... ...gender identity, disability, veteran status, or other categories...VeteranFull timeTemporary workPart timeWork experience placementWork at office
- ...will be based in Ft. Mitchell, KY. R237900 Job Profile At PNC,... ...opportunities to improve the customer's financial wellbeing. Collaborates with... ...assistance, including select programs fully paid; a robust wellness... ...gender identity, disability, veteran status, or other categories...VeteranFull timeTemporary workPart timeWork experience placementWork at office
$55.31k - $73.75k
...Finance & Accounting Rotational Program (FAR). This highly competitive... ...Finance while developing the financial, business, data, and... ..., AZ, FL, GA, IA, ID, IN, KS, KY, LA, ME, MO, MS, MT, ND, NE, NM... ...citizenship, national origin, religion, veteran status, disability, genetic...VeteranRotational programFull timeTemporary workWork experience placementInternship- ...and appropriately documented. Support transition of open issues to longer-term governance... ...Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy,... ...disabilities in employment, and our services, programs, and activities. Please visit our...VeteranContract work
- ...role:Wells Fargo is seeking a Financial Consultant in Wealth and... ...Management as part of Wells Fargo Advisors. Learn more about the career... ...following benefit plans and programs offered to employees.Health benefits... ..., status as a protected veteran, or any other legally...VeteranHourly payMinimum wageOngoing contractFull timeWork experience placementWork at officeImmediate start
$91.1k - $179.5k
...includes dedicated practitioners with deep financial services industry experience where we... ...participate in a discretionary annual incentive program, subject to the rules governing the... ...origin, age, disability or protected veteran status, or any other legally protected basis...VeteranLocal area$110.7k - $218.3k
...This role fits professionals across core financial accounting, procure-to-pay, or order-to-... ...in a discretionary annual incentive program, subject to the rules governing the program... ...national origin, age, disability or protected veteran status, or any other legally protected...VeteranLocal areaVisa sponsorship$82.6k - $162.8k
...This role fits professionals across core financial accounting, procure-to-pay, or order-to-... ...in a discretionary annual incentive program, subject to the rules governing the program... ...national origin, age, disability or protected veteran status, or any other legally protected...VeteranLocal areaVisa sponsorship- ...area. We recruit nationally and provide financial relocation assistance. Collaborate with... ...manage our employee compensation and stock programs. Play a key role in Epic's business... ...the US for young professionals (Forbes Advisor). More than just important work Our uniquely...Work at officeRelocationVisa sponsorshipRelocation package
- ...and appropriately documented. Support transition of open issues to longer-term governance... ...Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy,... ...disabilities in employment, and our services, programs, and activities. Please visit our...VeteranContract workPart time
$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection... ...a full-time Financial Representative or Advisor role upon graduation.QualificationsAre...Full timeFor contractorsInternshipLocal areaFlexible hours$63k - $73k
...Analyst/Associate Consultant will apply financial analysis and creative problem-solving to... ...Disability Insurance ~ Employee Assistance Program ~ Discretionary paid time off program... ...condition, disability, religion, or veteran status. Raftelis is committed to providing...VeteranWork at officeLocal areaRemote workWork visaFlexible hoursNight shift$134.28k - $164.12k
...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM... ...clients identify and achieve their financial objectives. Our teams advise... ...identity, disability or veteran status, and other factors protected... ...incentive and recognition programs, equity stock purchase 401(k)...VeteranTemporary workWork experience placementWork at officeRemote workFlexible hours3 days per week$134.28k - $164.12k
...serve to make better and smarter financial decisions and enabling the... ...planning. The Private Wealth Advisor (PWA) is responsible for... ...gender identity, disability or veteran status, and other factors protected... ...Homeland Security E-Verify program in all facilities located in...VeteranTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...Transformation team practices to help chief financial officers, controllers, and finance teams... ...activities across defense-focused programs and initiativesAnalyze business processes... ...national origin, age, disability or protected veteran status, or any other legally protected...VeteranWork at officeLocal area
$140k - $225k
...businesses we serve to make better and smarter financial decisions and enabling the communities... ..., gender identity, disability or veteran status, and other factors protected under... ...Department of Homeland Security E-Verify program in all facilities located in the United...VeteranFull timeTemporary workLocal area$53.24k
Academic Advisor / Sr. Academic Advisor, Undergraduate Programs, Carl H. Lindner College of... ...residence within OH/IN/KY following 90 days... ...educational transition processes (ex. orientation... ...your well-being, financial security, and work... ...and Protected Veterans. REQ: 103643 #J-...VeteranHourly payWork at officeRemote workWork from homeTrial periodFlexible hours$110.7k - $218.3k
Position Summary Today’s CFOs and financial leaders face increasing demands to... ...participate in a discretionary annual incentive program, subject to the rules governing the... ...national origin, age, disability or protected veteran status, or any other legally protected...VeteranLocal areaVisa sponsorship$116.2k - $229.1k
...decision-making, manage risk, and drive financial and operational value.Recruiting for this... ...in a discretionary annual incentive program, subject to the rules governing the program... ...national origin, age, disability or protected veteran status, or any other legally protected...VeteranLocal area- ....You blend deep functional knowledge of Financial General Ledger and Sub-ledger processes... ...Support Oracle Cloud ERP transformation programs for CFO and finance organizations, including... ..., ancestry, disability status, military veteran status, sexual orientation, gender...VeteranFull timeWork experience placementLive inWork at officeLocal area
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building... ...interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit...Full timeInternshipLocal areaFlexible hours$1,600 - $1,800 per month
...Leading Tarp Pay of $100. Pet Rider Programs: Take your pet or a family member... ...3.2M Melton Miles: 74¢ per mile **Veterans with military driving experience could... ...an experienced driver, recent grad, or transitioning military veteran, Melton Truck Lines is...VeteranDaily paidExtra incomeRelocation packageFlexible hours- About the job Financial Services Advisor Entry-Level to Experienced | Training Provided Chicago, IL... ...financial services. Whether you're transitioning careers, recently graduated, experienced... ...potential Comprehensive training program — no prior experience required State...Full timePart timeRemote workFlexible hours
- ...Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. Location... ...as access to an Employee Assistance Program, a 401(k) plan with a company match, and... ...Financial Services Newcomers, Military Veterans, College Graduates, And Experienced...VeteranFull time
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