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
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Mandan, ND vacancy
- ...Northwestern Mutual College Financial Representatives are part of an internship program that provides guidance, connection, and a framework for building an integrated financial planning practice from the ground up. You will learn to prospect, develop a business strategy...SuggestedFull timeInternship
Northwestern Mutual
Bismarck, ND4 days ago $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...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Bismarck, ND5 days ago- ...What does a career need to offer you? Financial growth? Personal satisfaction? Opportunity to advance? You’ll find all that and more as a New York Life Financial Professional. At New York Life Insurance Company, we believe it’s possible to get ahead and do the right thing...SuggestedFixed term contract
New York Life
Bismarck, ND23 hours ago $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...SuggestedWork at officeUnavailable
Bismarck, ND5 days ago- ...first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Prudential Financial Business Development Manager/ Stategic Growth Partner/ Upper Midwest & MT, WY Prudential Advisors is looking for an experienced financial...SuggestedFull time
- 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 families throughout life. Together with our members...Local area
- ...Sequoia Financial Group is excited to announce new opportunities to join our growing team, made possible through a strategic partnership with a leading CPA and consulting firm, Eide Bailly. Our firm recently acquired Eide Bailly Wealth, the wealth management practice...Full timeWork at office
Sequoia Financial Group
Bismarck, ND5 days ago $1,000 per month
107 W Main Ave Ste 100 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...Full timeFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Bismarck, ND22 hours ago- Northwestern Mutual, based in North Dakota, is seeking College Financial Representatives for an internship program that provides mentorship and a framework for building a financial planning practice. This role allows students to network, develop a business strategy, gain...Full timeInternshipFlexible 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- ...We're Looking ForExcellent customer service skillsKnowledge of all bank deposit products and policiesSkill in performing typical financial transactionsBackground & ExperienceHigh School Diploma or GED and 4 years of bank or related experience, or an equivalent combination...Full time
Cornerstone Bank
Bismarck, ND5 days ago $42.12k - $51.48k
...At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life...Temporary workPart timeLocal area- ...people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent...Immediate startAfternoon shift
- ...processing customer and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer's unique goals and needs. They are also responsible for originating and closing consumer loans,...Temporary work
- ...Successful Candidate Attributes: • Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3-5 units per month...Remote work
Caliver Beach Mortgage, LLC
Bismarck, ND3 days ago - * THIS POSITION IS ELIGIBLE FOR A $500 SIGN-ON BONUS * SUMMARY: This position will fulfill the duties of a teller as described below by traveling as needed between multiple offices. Teller will be based in our Cranberry Township location, but may travel to South Side and...Work at officeRelocation packageFlexible hours
Farmers National
Bismarck, ND5 days ago - ...developing other credit professionals. In this role, you will:Perform complex commercial credit analysis and underwritingAnalyze borrower financials, cash flow, collateral, repayment capacity, and overall credit riskPrepare and present comprehensive credit memorandumsMake...Bank staff
BNC Inc
Bismarck, ND4 days ago $21 per hour
...complete simple transactions. You’ll create amazing experiences for our customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet their needs, and connect them to our Bankers for the next step....Part timeLocal areaAfternoon shiftCitizens
Bismarck, ND3 days ago$17.31 - $28.85 per hour
...visas or participate in STEM OPT for this position. Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Full timePart timeWork experience placementWork at officePNC
Bismarck, ND3 days ago- Locations Showing 1 location Bravera Bank | Mandan Mandan, ND 58554, USA Full-Time Requisition #: MORTG002024 Description Bravera is hiring for a Mortgage Loan Processor in ND (Mandan, Dickinson, Minot or Fargo), MT (Billings, Great Falls or Helena), or Albertville, MN...Full timeFor contractors
Bravera-Bank
Mandan, ND4 days ago - Description Bravera Bank is hiring for a Full Time Teller in Bismarck/Mandan, ND. Bravera is an employee- and director-owned company that is committed to helping our employees forge a new path in their career. We work together to drive continuous improvement which enhances...Full timeFor contractors
Bravera
Bismarck, ND4 days ago $46.99k - $122.4k
...community at a time. Primary Responsibilities: Assists in the development and preparation of annual budgets, forecasts, and long-term financial plans by collaborating with stakeholders to gather inputs, analyze financial data, and provide recommendations for financial...Hourly payFull timeTemporary workWork experience placementLocal area- ...Job Description Job Description Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll...
- ...customer utilization trends, and potential risk indicators, escalating concerns as appropriate. Coordinate the timely collection of financial statements, reporting requirements, and other required customer documentation. Maintain accurate customer records, pipeline...Local areaHome office
- Vice President, Ag/Commercial Loan OfficerAs a Vice President, Ag/Commercial Loan Officer you will be in charge of evaluating loan applications and documentation by confirming credit worthiness, improve loan applications and documentation by informing applicant of additional...Local area
gpac
Mandan, ND4 days ago $72k - $90k
...high-performance teams? Join WWT today! What is the Solutions Consulting & Engineering (SC&E) Team and why join? Solutions Consulting... ...(MO & IL), Employee Assistance Program, Wellness program Financial Benefits: Competitive Pay, Profit Sharing, 401k Plan with Company...Full timeRemote workFlexible hoursShift workWorld Wide Technology
Bismarck, ND1 day ago- PNC is seeking a Part Time Teller in McLean, Virginia. The role focuses on delivering an excellent customer experience, educating customers on banking options, and referring opportunities to branch staff. The position emphasizes in-office work and a commitment to inclusive...Part timeWork at office
- Farm Loan Program Assistant These positions are located in the Farm Service Agency, North Dakota State Office, Mandan, Morton County, Hillsboro, Traill County, North Dakota. These positions assist the Farm Loan Manager in administering farm loan programs in a USDA Service...Work at office
- ...immediate position open for a full time Universal Banker. The Universal Banker is responsible to complete deposits, withdrawals and other financial interactions while providing excellent customer service to all customers. Must present a positive and professional image. Monday...Full timeBank staffImmediate startMonday to Friday
Kirkwood Bank and Trust
Bismarck, ND2 days ago - ...Job Description Senior Investment Advisor (Series 65) ?? Bismarck, North Dakota ?? Full-Time | Growth Opportunity Are you a financial advisor tired of cold calling and wearing too many hats? Looking for a career opportunity where qualified client relationships...Full time
Premier Tax Advising & Bookkeeping
Bismarck, ND19 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
