Financial Consultant
WealthBridge Financial Group
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 #J-18808-Ljbffr
$72.8k - $130k
...serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. The Financial Consultant will support the OptumCare Arizona/New Mexico Financial Reporting and RBE team by leading forecasting, planning, performance...SuggestedMinimum wageFull timeWork experience placementLive inWork at officeLocal areaRemote workMonday to FridayShift work1 day per week- ...Part-Time Financial ConsultantNusenda Credit Union is dedicated to excellent member service, care for our community, and being a great... ...the Nusenda team!We are currently seeking a Part-Time Financial Consultant to join our Uptown Branch who can work 30 hours per week, with...SuggestedPart timeLocal area
- ...A financial services firm based in Albuquerque is seeking a VP Financial Consultant to provide financial advice and support to clients. This role involves building strong relationships with clients and helping them achieve their financial goals. Candidates should hold...Suggested
- ...Teller Position This position is a front-line, member-facing role responsible for processing daily financial transactions, assessing member needs, and providing consultative recommendations on financial products. It also plays a key role in delivering a seamless...SuggestedTemporary workWork at officeFlexible hoursShift work
$50k - $80k
...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry‑leading training, mentors, and products. Base pay range $...SuggestedWork at officeFlexible hours- ...Job Description As our Financial Aid Administrator (FAA), you will meet and communicate with current, prospective and alumni students to guide them through the financial aid process. As an FAA, you will report directly to the Director of Financial Aid. You will be responsible...
$50k
...us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as...Work at officeWork from homeHome officeFlexible hours- ...access to healthcare education through employer-based training and workforce development programs nationwide. Job Description As our Financial Aid Administrator (FAA), you will meet and communicate with current, prospective and alumni students to guide them through the...
$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- ...Job Description About MassMutual New Mexico MassMutual New Mexico is the fastest-growing financial services firm in the state, built on a vision of igniting purpose, enriching lives, and creating prosperity. We are committed to fostering meaningful client...Contract workFor contractorsWork at officeImmediate start
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...Northwestern Mutual is seeking ambitious financial professionals to start a business as a financial representative. You’ll receive award-winning training, licensing preparation, and a path to building your own advisory practice with risk-managed growth. As you progress...
- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilitie sProvide...
$80k - $100k
Overview Be among the first 25 applicants. Get AI-powered advice on this job and more exclusive features. A fulfilling career as a Financial Advisor awaits you in Albuquerque. In this role, you’ll empower clients to take control of their financial futures—while creating...Full timeFlexible hours- ...Chase is hiring a Private Client Advisor in Albuquerque, New Mexico, to deliver personalized investment solutions and comprehensive financial planning. The role requires at least 2 years of experience and licenses in Series 7 and Series 66. Strong relationship management...
- ...Full timeposted on: Posted Todayjob requisition id: R-0011968**Job Description Summary**Clients are our main priority at Prevender Financial Services, and we are committed to personalized service. As we evolve, we are seeking an Associate Wealth Advisor who shares our...For contractorsWork experience placementWork at office
$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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based in... ...participate in STEM OPT for this position. Job Description Consults on investment and insurance strategies, as well as the development...Full timeTemporary workPart timeWork experience placementWork at office
$70k - $90k
...management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique...Full timeTemporary workFlexible hours$90k - $110k
...Paraplanner Location: Albuquerque, NM Salary: $90,000 to $110,000 Status: Full-time; on site We are a holistic financial planning practice with a collaborative, passionate culture built on life planning. Every plan we build starts by truly...Full timeWork at office- ...Job Description Job Description Position Title: Financial AdvisorREPORTS TO: Senior Vice President of Retail ExperienceSUPERVISES: N/AJOB STATUS: ExemptPAY/COMPENSATION: Competitive Salary*This position works on-site. Remote work is not available at this timeJOB...Base plus commissionWork at officeLocal areaRemote workFlexible hours
- ...our peers across the bank to help our clients achieve their financial goals is rewarding. We've created a fun, safe space for you to... ..., and retain long-term client relationships. While providing consultative conversations to existing and prospective clients you will assess...Local area
- ...BOK Financial in Albuquerque, NM, is hiring a Personal Banker I to deliver outstanding client experiences. This role includes comprehensive training to equip you for assisting customers with financial products and helping them meet their goals. We're looking for candidates...Relocation package
$20 - $25 per hour
...Responsibilities: Consultative Relationship Building: Engaging customers through personalized questions to identify their financial goals and provide tailored product solutions. Loan Pipeline Management: Proactively sourcing and closing consumer lending products, including...Hourly pay- ...sales environment. * Evaluate new and existing customer relationships and recommend bank products and services to support their financial success * Follow established policies in accordance with the bank and the supervisor s direction * Accountable for the personal...Work at office
- ...BMO Financial Group is seeking a Branch Specialist at the Eubank/ Albuquerque area to deliver exceptional service by assessing customer needs and recommending suitable financial solutions. You will collaborate with partners to meet business objectives and grow loyalty...
- ...UMB Financial Corporation is seeking a Personal Banker to build trusted relationships, understand customer goals, and recommend financial solutions. You will engage customers, learn products, and help clients secure their financial well-being through proactive service...
- ...BOK Financial Corporation is hiring a Bilingual Personal Banker I to deliver exceptional client experiences after completing a 9-week Banking Navigator training program. You will engage with clients in person, over the phone, and via digital channels, promoting banking...Permanent employment
- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork at office
$38.92k - $57.24k
...and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy.UMB’s branches offer many opportunities to...Local areaFlexible hoursAfternoon shift
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