Financial Consultant
WealthBridge Financial Group
Job Description
Job Description
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 3 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Ankeny, IA vacancy
- ...About this role: Wells Fargo is seeking a Financial Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Work with the Financial...SuggestedOngoing contractWork experience placementWork at officeImmediate start
Wells Fargo
West Des Moines, IA3 days ago - ...Who We Are A Fortune 500 financial services corporation, with a heritage spanning nearly a century and a half, specializes in a comprehensive suite of investment, insurance, and retirement solutions. Catering to a diverse clientele that ranges from individual investors...SuggestedFull time
Associate Staffing
Des Moines, IA1 hour ago - 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...Suggested
$300k
...Job Description Job Description Join us at New York Life Iowa General Office as an Experienced Financial Advisor, where you'll play a pivotal role in empowering individuals, families, and businesses to secure their financial futures. You'll leverage your expertise...SuggestedFull timePart timeWork at officeImmediate startNew York Life Iowa General Office
Ankeny, IA29 days ago$300k
...Job Description Job Description Join us at New York Life as an Experienced Financial Advisor, where you'll be instrumental in helping individuals and businesses secure their financial futures. You'll use your expertise to build lasting client relationships, evaluate...SuggestedFull timePart timeImmediate startNew York Life Iowa General Office
Ankeny, IA2 days ago$65k
...Job Description Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and...Full timePart timeStart working todayWork at officeImmediate start$65k
...Job Description Job Description Join us at New York Life Iowa General Office as an Entry-Level Financial Advisor, where you'll play a crucial role in empowering individuals and families with financial strategies that secure their futures. You’ll be part of a respected...Full timePart timeWork at officeImmediate start- ...Job Description Job Description Job Title: Financial Technology Consultant Department: Sales - Bank Equipment Solutions Reports To: Regional Sales Manager Location: Des Moines IA Position Overview: 56 year old Professional Security Company seeking...Fixed term contract
Federal Protection Inc
Des Moines, IA6 days ago - ...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 make an impact in the lives of the people...
Thrivent
Des Moines, IA4 days ago - ...UPH location. Qualifications Education: Graduation from high school or GED Required. Experience: Two years billing, financial counselor, EMR or health care related experience preferred. Must have working knowledge of Microsoft Office products and...Daily paidTemporary workWork at officeImmediate startRemote workFlexible hoursShift work
UnityPoint Health
West Des Moines, IA3 days ago $70k - $85k
Financial Advisor Location: Slater, IA (In-Office) | $70,000-$85,000 base + 15% performance bonus Clear path to Lead Advisor within ~2 years. We’ve partnered with a high‑performing wealth advisory team known for delivering exceptional client service, personalized financial...Work at office$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$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$80k - $105k
...Job Description Job Description At Financial Architects Inc., we believe in empowering you to grow into a trusted Financial Advisor Associate. You'll have the opportunity to expand your skills and make a meaningful impact on clients' financial well-being, without the...Remote workFinancial Architects Inc
Des Moines, IA3 days ago$55k - $85k
...Description Description: We’re seeking a relationship-driven Financial Advisor to turn complex financial data into clear, actionable roadmaps... ...What You’ll Do Discover & Design Client Roadmaps Consult with clients to clearly ascertain their financial objectives,...Work at officeRemote workShift workFinancial Integrators
Des Moines, IAa month ago$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 timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Des Moines, IA1 day ago$60k - $70k
...Personal Financial Counselors (PFC) provide personal financial counseling services at military installations. Primary responsibilities... ...may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff,...Contract workWork at officeFlexible hoursFederal Guardian
Des Moines, IA1 day ago- ...strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. Click the Apply link to find out more. This is not a remote position. Credit Analyst II Position Summary The Credit...Temporary workWork experience placementFlexible hours
- ...create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Our... ...Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial...
Mariner
West Des Moines, IA1 day ago - Job Opportunity Work from home. Work warm leads with families. Learn a system. Build a book. That is the job in one line. Included: Web-conference meetings from home Full-time or part-time options No cold calling Written training plus live coaching ...Full timePart timeWork from home
$41.5k - $65.5k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a...Contract workPart timeLocal areaImmediate startDay shiftBank of Montreal
Des Moines, IA3 days ago- ...Workday enhancements and releases.Due to client requirements, applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life...Hourly payLocal area
Eliassen Group
Des Moines, IA1 day ago $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$80k - $105k
Overview Financial Architects is growing quickly, and we’re adding Entry Level Financial Representatives who are eager to have a long-term career in financial services. This is a client-facing role where you’ll learn the fundamentals of wealth management and financial planning...Temporary workFlexible hours- Northwestern Mutual is offering an internship program for College Financial Representatives located in Urbandale, Iowa. This role allows college students to build a financial planning practice while gaining exposure to strategic business activities and training. Interns...Full timeInternshipFlexible hours
- ...net worth clients Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of... ...Skills & Knowledge Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial...
- Security Analyst Internship Intern Department: Internships Work Environment: Hybrid Pay Grade: 1 Company Description Why choose an internship with Wellmark? We strive to offer meaningful work that assists in your professional development and provides ...Permanent employmentWork experience placementSummer workInternshipSummer internshipH1bWork at office
Wellmark
Des Moines, IA11 hours ago $134.28k - $164.12k
...Manager 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...Temporary workWork experience placement3 days per weekU.S. Bancorp
Des Moines, IA4 days ago$134.28k - $164.12k
...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 workWork experience placementLocal area3 days per weekU.S. Bank
Des Moines, IA3 days ago$21 - $25 per hour
...Join our team as a Personal Banker at IHMVCU! At IHMVCU, our Personal Bankers help members navigate their financial journey through strong relationships, sound financial guidance, and exceptional service. This role serves as a senior consumer lending professional and...Work experience placementLive inLong distanceFlexible hoursIH Mississippi Valley Credit Union
Des Moines, IA5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
