Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Experienced Financial Advisor - Independent Platform, Full Book Portability

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
Vacancy posted 10 hours ago
Similar jobs that could be interesting for youBased on the Experienced Financial Advisor - Independent Platform, Full Book Portability in Los Lunas, NM vacancy
  •  ...a Retail Assistant Manager - Full-Time at our Store 2250-Los Lunas...  ...to support your health, financial security, and work-life balance...  ...coverage, access to our Wellbeing platform with Personify Health, and an...  ...New Years Day, Memorial Day, Independence Day, Labor Day, Thanksgiving... 
    Platform
    Full time
    Temporary work
    Immediate start
    Flexible hours
    Weekend work

    Maurices

    Los Lunas, NM
    1 day ago
  •  ...integrated, AI-powered platform combining the highest-...  ...fit if you’re an independently licensed clinical therapist...  ...crises, as needed Full-time resident of the...  ...Let Lyra clients easily book appointments with the...  ...turnaround Access Lyra’s experienced clinical consultations... 
    Platform
    Full time
    Contract work
    For contractors
    Private practice
    Work at office

    Lyra Health

    Los Lunas, NM
    18 days ago
  •  ...years. We're looking for an experienced diesel technician who can diagnose...  ...on Ram trucks and diesel platforms backed by Stellantis with...  ...Communicate clearly with service advisors and team members Stay...  ...license ~ Ability to work independently and produce consistently... 
    Platform
    Price work
    Local area

    Melloy Ford

    Los Lunas, NM
    4 days ago
  • Medium is seeking dedicated individuals for a work-from-home financial services position aimed at protecting families. Ideal candidates will have a genuine desire to help others, strong communication skills, and a commitment to integrity. This role offers the opportunity... 
    Suggested
    Remote work
    Work from home

    Medium

    Los Lunas, NM
    1 day ago
  • $65k - $75k

     ...committee meetings. Prepare Board books and supporting documentation....  ...confidential personnel, financial, legal, and patient-sensitive...  ...presence Attention to detail Independent judgment Problem-solving...  ...management software Virtual meeting platforms Basic data analysis and... 
    Platform
    Work at office

    Community Hospital Corporation

    Los Lunas, NM
    3 days ago
  • $1,800 per month

     ...STRONG. DRIVE WITH SYSTEM TRANSPORT!System Transport is hiring experienced CDL-A flatbed truck drivers for regional and OTR routes. You...  ...record and drug testAble to lift a 90-pound tarp onto a 5-foot platform (tested during orientation)Additional Perks:Rider Policy: Bring... 
    Platform
    Weekly pay

    System Transport

    Los Lunas, NM
    1 day ago
  • $100k

     ...and services. Slice delivers a consultative approach on the best platforms and equipment most suitable for each merchant. Slice...  ...CONFIRMED LEADS) PROVEN SALES PROCESSES THAT ARE RESULTS DRIVEN FULL SUITE OF PROFESSIONALLY BRANDED MARKETING MATERIALS &... 
    Platform
    Local area

    Slice Merchant Services

    Los Lunas, NM
    10 hours ago
  •  ...wellness initiatives Understand and adhere to Health Insurance Portability and Accountability Act (HIPAA) regulations and the company's...  ...Support non-dispensing services through the use of various platforms, resources, and applications Complete the all aspects of CLIA... 
    Platform
    Local area

    Smith's Food and Drug

    Los Lunas, NM
    4 days ago
  • $1,033.39 - $1,795.03 per week

     ...STRONG. DRIVE WITH SYSTEM TRANSPORT! System Transport is hiring experienced CDL-A flatbed truck drivers for regional and OTR routes. You...  ...and drug test ~ Able to lift a 90-pound tarp onto a 5-foot platform (tested during orientation)   Additional Perks: ~ Rider... 
    Platform
    Weekly pay

    System Transport

    Los Lunas, NM
    1 day ago
  • $19.76 - $26.44 per hour

     ...Financial Aid Officer Requisition ID req37149 Working Title Financial Aid Officer Position Grade 10 Position Summary...  ...Branch Employment Type Staff Staff Type Regular - Full-Time Term End Date Status Non-Exempt Pay Hourly:... 
    Hourly pay
    Full time
    Temporary work
    Work at office
    Remote work

    University of New Mexico

    Los Lunas, NM
    1 day ago
  •  ...Advanced Tech Tools Optimize your workflow with cutting-edge platforms and effective lead follow-up automations. Collaborative,...  ...# Self-Starters — You manage your schedule and thrive on independence. # Client-Centric Communicators — You take pleasure in helping... 
    Platform
    Contract work
    Local area
    Monday to Friday
    Flexible hours
    Weekend work

    K2 Omni Group

    Los Lunas, NM
    3 days ago
  • $26 - $48 per hour

     ...Prepare reports Coordinate with airport authorities Disclaimer This is not a direct TSA job offer. This promotes a preparation platform. How Our Program Helps Guided preparation Practice exams Interview support Job search assistance Apply for TSA... 
    Platform

    Airport Security Careers

    Peralta, NM
    a month ago
  • $50k - $100k

     ...even start part-time and transition to full-time. A Real Opportunity for Growth:...  ...field is a plus. Familiarity with CRM platforms is helpful. You know how to build rapport...  ...Agency: Kyle & Lisa Kimbrell are financial service industry veterans with over 50 years... 
    Platform
    Full time
    Part time
    For contractors
    Remote work

    Kimbrell Agency

    Los Lunas, NM
    4 days ago
  • $70k - $125k

     ...environment. We provide the training, the leads, and the platform—but you provide the effort. If you’re looking for a...  ...Accountability and enthusiasm for achieving financial goals Ability to work independently with minimal supervision Requirements: High School... 
    Platform
    Weekly pay
    Monday to Friday
    Day shift
    Afternoon shift

    Safe Haven Security

    Bosque Farms, NM
    10 hours ago
  •  ...Ultrasound studies • Competitive compensation • Supportive operations and technology team • Efficient workflow and reading platform Responsibilities: • Interpret and report diagnostic general X-ray and ultrasound examinations • Deliver accurate, timely... 
    Platform
    Remote job
    Work from home
    Flexible hours

    Rezolut

    Los Lunas, NM
    10 days ago
  •  ...Job Description Job Description Join our network of independent alteration professionals specializing in evening and cocktail wear....  ...contractor role) • Local client requests provided through the platform • Flexibility to accept the jobs that fit your schedule • Opportunity... 
    Platform
    For contractors
    Local area
    Work from home
    Afternoon shift

    Thimble Alterations

    Los Lunas, NM
    a month ago
  •  ...lifestyle. Competitive pay: Earn for both direct counseling sessions and indirect work. Innovative tools: Access a robust online platform with interactive resources to engage students. Support: Benefit from a dedicated mentor and a responsive technical support team. This... 
    Platform
    Work from home
    Flexible hours

    TinyEYE Therapy Services

    Belen, NM
    1 day ago
  • $20 per hour

     ...comfortable home environment. Hiring info: We're looking for private helpers/ caregivers for clients on Herewith, a free online platform that makes getting hired and paid as a private caregiver fast and easy. Here's what we provide: ✔️ Free background checks for... 
    Platform
    Hourly pay
    Start working today
    Immediate start
    Monday to Friday

    Herewith Caregivers

    Los Chavez, NM
    a month ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Experienced Financial Advisor - Independent Platform, Full Book Portability. Be the first to apply!