Financial Consultant
WealthBridge Financial Group
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them reach their long-term financial objectives. You will conduct comprehensive financial analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization. The ideal candidate is someone who possesses a solid understanding of financial products and services and has a passion for helping clients achieve their financial goals. You will have the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group’s client base. At WealthBridge, we pride ourselves on our commitment to integrity, innovation, and excellence in service. Join us and help make a positive impact on the financial well‑being of individuals and families. Bachelor’s degree in finance, economics, or a related field. Previous experience in financial consulting or a similar role is preferred. Strong analytical and problem-solving skills. Excellent communication and interpersonal skills. Ability to build and maintain relationships with clients. Familiarity with financial planning software and investment products. 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
$10k
...service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity... ...relationship building ~ Bachelor's degree ~ A thoughtful consultative approach with an emphasis on client focus Why Fisher...SuggestedWork at officeWork from home- ...WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them...Suggested
$10k
...service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience... ...'s degree or equivalent work experience ~ A thoughtful consultative approach with an emphasis on client focus Why Fisher Investments...SuggestedWork experience placementWork at officeWork from home$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$10k
...developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments... ...robust training and support once you start) ~ A thoughtful consultative approach with an emphasis on client focus Why Fisher...SuggestedWork at officeWork from home$45k - $100k
...Financial Advisor Position Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$28.85 - $33.65 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do... ...your success.Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs...Hourly payFull timeWork at officeImmediate startShift workDay shift- EECU, based in Fort Worth, TX, seeks a Financial Center Consultant II to join our North Richland Hills Financial Center. You will conduct consultative sessions, assess member needs, and identify opportunities to expand relationships while assisting with account openings...
$10k
...Are you passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts to better the investment universe...Work at officeWork from home- EECU is seeking a Financial Center Consultant I (Teller) for our Mansfield location. You will conduct teller transactions, guide members on products, and build lasting relationships while promoting excellent service. The role requires 1-2 years in retail/financial service...Shift workDay shiftWeekday work
- ...Senior Financial Analyst Priority Power is the energy partner delivering the systems, expertise, and execution, required to power enterprise growth. Through our integrated multi-service offering spanning strategy, supply, infrastructure, and operations, we develop and...Work experience placementWork at officeFlexible hours
- ...Regional Field Recruiter at Modern Woodmen of America 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...Full timeLocal area
- DescriptionD.R. Horton, Inc., the largest homebuilder in the U.S., was founded in 1978 and is a publicly traded company on the New York Stock Exchange. It is engaged in the construction and sale of high quality homes designed principally for the entry-level and first time...Full timeWeekend work
- DescriptionD.R. Horton, Inc., the largest homebuilder in the U.S., was founded in 1978 and is a publicly traded company on the New York Stock Exchange. It is engaged in the construction and sale of high quality homes designed principally for the entry-level and first time...Full time
- ...applying for any new position. Acknowledge ( 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,...Work at officeShift workWeekend workDay shift
- * Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Follow the established policies in accordance with the bank and the supervisor s direction * Evaluate customer...Work at officeFlexible hoursAfternoon shift
- Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly new account...
- ...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources Develop and maintain a high degree of visibility...Work experience placementWork at officeLocal areaImmediate start
- EECU Credit Union is seeking a Financial Center Consultant I (Teller) for our Mansfield location to deliver exceptional member experiences and provide guidance on our products and services. The role involves teller transactions, sales to meet monthly goals, and building...Weekday work
- ...Lead will be responsible for managing and enhancing our Workday Financial Systems. With a minimum of 5 years of experience in handling... ...Accounting/Auditing Industries Human Resources Services Get notified about new Financial Consultant jobs in Irving, TX . #J-18808-Ljbffr LHHFull time
- Security Analyst The Security Analyst will be responsible for monitoring suspicious or malicious activity in the company IT infrastructure and addressing security risk and incidents. Essential duties and responsibilities include the following: Active Directory...Night shift
$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 timeContract workFor contractorsWork at office- ...investments, important market events and competitive landscape Documenting relevant client information, including background, financial situation, and conversations with clients Handling all questions (by phone, fax, email, letter, etc.) and requests from your client...Work at officeWork from home
$36k - $75k
...Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative...TraineeshipHome office- ## Financial CounselorApply: Irving Health Care Ctr: Full time: Posted Today: 990314**Work Schedule**8:30 AM-5:00 PM**Work Location**Irving Clinic WISH**Primary Purpose**Interviews patients at the time of entry to advise the patient of the optimal funding program, begin...Full timeWork at office
$20.54 - $27.78 per hour
...Financial Aid Advisor Current staff, faculty/adjunct at Herzing University: log into UKG and navigate to Menu Myself My Company View Opportunities to apply using the internal application process. Overview: A 40-hour schedule will be determined based on business...Hourly payWork at officeMonday to FridayAfternoon shift- A financial services firm is seeking a Financial Professional in Arlington, Texas, to educate and support clients on financial matters. This remote role emphasizes mentoring and training, with no prior experience required. Candidates with customer service or management...Remote jobFlexible hours
- Job Title: TellerIt's about being kind because kindness is the best currency.Do you love bringing a smile to someone's face? Do you enjoy helping others whatever way you can? Are you described as someone who is approachable, respectful, and enthusiastic when solving problems...Monday to Friday
- ...will be considered. Minimum of 5-10 years of lending experience required. Strong analytical skills with the ability to interpret financial statements, legal documents, credit reports and contracts. Excellent written and verbal communication skills with strong interpersonal...Temporary workLocal areaImmediate start
- ...referral partners Guide borrowers through the loan application process and provide clear, timely communication Analyze borrower financials to recommend appropriate loan products Ensure all loan files meet federal, state, and investor compliance requirements...Remote workFlexible hours
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