Financial Consultant
WealthBridge Financial Group
Responsibilities 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. Qualifications & Benefits 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
$45k - $100k
...Join to apply for the Financial Advisor role at TieTalent 3 days ago Be among the first 25 applicants Join to apply for the Financial Advisor role at TieTalent Job Overview Job Overview This job posting is anticipated to remain open for 30 days, from 22-Jul-2025. The posting...SuggestedFull timeTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$70k - $80k
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...to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal...SuggestedWork experience placementWork at office$70k - $80k
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, teammates, communities and shareholders every day. Being a Great Place...SuggestedTemporary workImmediate startShift workDay shift$17 - $28.96 per hour
...exceptional service, and learn the skills to grow your banking career. In this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands-on experience,...SuggestedHourly payImmediate start$17 - $28.96 per hour
...exceptional service, and learn the skills to grow your banking career. In this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands-on experience,...Hourly payImmediate start- ...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 officeFlexible hoursShift workWeekend workDay shift
$125k - $150k
...Job Description Job Description Financial and Management Consultant – Barrington, IL (#AH1003) Location: Barrington, IL Employment Type: Full-Time Overview: Ash & Harris Executive Search is seeking a Financial and Management Consultant with a robust...Full timeWork at office$36k - $75k
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$61k - $119k
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...Build a Business. Create Your Future. Looking for more than your next job? Join Northwestern Mutual as a Financial Advisor and build a long-term career helping individuals, families, and business owners achieve financial security—while growing a business of your own. No...Work at officeLocal area$57.5k - $106.5k
...Responsibilities Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive... ...with members of the client relationship team to apply a consultative sales process and continually enhance the client experience....Local area$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$86k - $117k
...truly impacts people’s lives? We’re searching for a motivated Financial Advisor who excels at building trust, delivering top‑tier service... ..., personal financial advisor, financial analyst, or financial consultant is desired Program proficiency including MS Office, Google...$86k - $117k
...Lakeshore Financial Group - Oakbrook • Schaumburg, IL, US Description Do you thrive in a fast‑paced, relationship‑driven environment where your work truly impacts people’s lives? We’re searching for a motivated Financial Advisor who excels at building trust, delivering...- ...lasting relationships with our customers, our community and our staff. We are proud to carry a Superior Five Star Rating from Bauer Financial, in recognition of our strong financial performance and strive to continue to offer the highest standard of financial services to...Full timeAll shifts
$86k - $117k
...truly impacts people’s lives? We’re searching for a motivated Financial Advisor who excels at building trust, delivering top‑tier service... ..., personal financial advisor, financial analyst, or financial consultant is desired Program proficiency including MS Office, Google...$80k - $100k
Overview Looking to make an impact at a unique and mission-centered financial services organization? Join Covenant Trust as a Financial... ...their financial goals and charitable purposes. Through a consultative process of understanding a client’s financial needs and unique...- 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. Responsibilities...Work at officeFlexible hours
$45k - $100k
Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by your...TraineeshipHome officeFlexible 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 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 an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours$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 hours$120k - $185k
...disability, or protected veteran status. Position Title: Managing Consultant - Corporate Finance - Turnaround & Restructuring... ...practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors...Full timeWork experience placementLocal area$48.08 - $67.31 per hour
...technical advice and assistance to Lender as needed Work with Lender on proposals Prepare loan approval presentations and annual financial statement reviews Work with Loan Operations and/or attorneys to generate and review (for accuracy) documents and coordinate loan closings...Hourly payFull timeWork at office- ...Job Description: Elevare Behavioral Health is seeking a PRN Financial Counselor to support the admissions and patient financial services process for individuals entering behavioral health and substance use treatment. This position is responsible for verifying insurance...ReliefAfternoon shiftWeekday work
$75k - $95k
...Overview Topco Associates is currently seeking a Financial Analyst for the Finance team in Itasca, IL. This hybrid role requires work in our Itasca office three times per week and virtually twice per week. The position supports the Pharmacy Program, handling budgeting,...Work at officeFlexible hours- ...Northwestern Mutual in Schaumburg, Illinois, is seeking College Financial Representatives for their internship program. This role provides guidance and resources to build a financial planning practice while developing valuable skills. Students will have the opportunity...Full timeInternship
- ...drive increased profitability, process efficiency, reduce costs and overall business improvement. Partner with leadership to deliver financial and strategic results through the utilization of Financial Planning & Analysis of best practices. Support corporate FP&A (...
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