Registered Investment Advisor
WealthBridge Financial Group
WealthBridge Financial Group is seeking a results-oriented Registered Investment Advisor 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 Registered Investment Advisor 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 #J-18808-Ljbffr WealthBridge Financial Group
$17 - $29.75 per hour
...relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services,... ...role at another financial institution, including NMLS registered.Demonstrates consultative sales skills and strong service levels...Suggested$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is... ...Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement... ...) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and...SuggestedFull timeContract workFor contractorsWork at office- First Merchants Bank is seeking a Financial Advisor to join our team! This position will facilitate the sales and service of securities, annuities, registered investment advisory products and life insurance to qualified clients. Expand client relationships by emphasizing...SuggestedFlexible hours
- ...Merrill Advisor Development Program - Financial Advisor: Chicago West Market Oak Brook... ...of comprehensive wealth management and investment products and services for individuals, companies... ...loan mortgage originations must register with the federal registry system and remain...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift
- WealthBridge Financial Group is seeking a results-oriented Registered Investment Advisor to join our team. You will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals. You will leverage your...Suggested
$80k - $90k
...of comprehensive wealth management and investment products and services for individuals, companies... ...and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...residential loan mortgage originations must register with the federal registry system and...Temporary workInterim roleWork at officeLocal areaImmediate startShift workDay shift- Senior Portfolio Manager - Position and Responsibilities As a Metals industry Senior Portfolio Manager - (SPFM) with Middough, you will serve as a client account manager and be the primary point of contact for the client and other outside consultants of the project(s). ...Contract workTemporary workH1bWork at officeLocal areaFlexible hours
- Middough Inc. is seeking a Senior Portfolio Manager in Merrillville, Indiana. The successful candidate will manage client relationships and oversee project portfolios within the Metals industry. This role requires 15+ years of experience in project management and a Bachelor...
$17 - $29.75 per hour
...and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.... ...practices, and operate within banking policies and procedures NMLS registered or eligible to register with the National Mortgage Licensing...Full time$41.71k - $65k
...preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).Offers clients...Part timeImmediate startDay shift- ...and dynamic environment. 4. Technologically savvy (i.e., Microsoft Office, Internet, mobile technology, bank systems). 5. Must register and maintain current registration with the National Mortgage Licensing System & Registry (NMLS). The NMLS website (mortgage.nationwidelicensingsystem...Live outWork at office
- Wintrust Financial Corporation in Crown Point, Indiana, is seeking a full-time Relationship Banker to build and retain meaningful customer relationships, open accounts, and support branch operations. You will collaborate with Mortgage and Wealth Management teams, handle...Full time
- BMO U.S. is seeking a customer-focused banking professional to deliver financial guidance, assess customer needs, and promote tailored solutions across banking and lending products. You will collaborate with branch teams and partners to provide an exceptional customer experience...
- Help drive our growth in Northwest Indiana. Build lasting relationships with high-net-worth clients, deliver tailored banking and lending solutions, and expand our presence in a growing market. In this role, you will use your relationship-building skills and financial expertise...Night shift
- Northwestern Mutual in Crown Point, Indiana is offering an internship for College Financial Representatives to build a financial planning practice while gaining valuable professional experience. The internship provides flexible scheduling to accommodate your academic commitments...InternshipFlexible hours
- ...for the right reasons. Responsibilities Identifies market(s) and develops appropriate marketing plan to sell insurance and investment solutions. Travels throughout market(s) to prospect and network for middle-market clients by identification of potential qualified...Work at officeLocal area
$1,000 per month
...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are... ...approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$30 per hour
Personal Banker - To $30/hr - Merrillville, IN - Job # 3586 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting...Work at office$1,000 per month
...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for... ...approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our...Full timeFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.QualificationsAre you a fit for this... ...approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients...Full timeFor contractorsInternshipLocal areaFlexible hours$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where... ...Experience Asset & Income Protection Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business...Work at office$55k - $65k
Financial Representative Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate...- Northwestern Mutual is seeking ambitious individuals to start as financial representatives and grow into financial advisors. You’ll receive award-winning training and licensing support, then operate as an independent contractor with an uncapped earning potential through...For contractors
- Overview Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career...Full time
- Prudential Advisors in Merrillville, IN is seeking Experienced Advisors to join our team. You’ve built a successful practice and now you want more. We provide tools, products, and a platform to deliver an outstanding client experience, helping you grow your business and...
- Western & Southern Financial Group is looking for a Financial Representative in Merrillville, Indiana. In this role, you will educate clients on risk protection and financial security while providing tailored financial solutions. The ideal candidate must possess a strong...
- A leading financial services company is seeking a Financial Advisor in Merrillville, Indiana. This role involves developing a business book, managing client relationships, and recommending investment strategies. Candidates should hold necessary financial licenses and possess...TraineeshipWork at office
- Northwestern Mutual seeks a financial advisor to start as a financial representative focused on client-building and licenses. You will use our planning tools to educate clients and deliver holistic financial plans covering growth, insurance, education funding, retirement...
- Northwestern Mutual offers an internship through College Financial Representatives, guiding students to build a financial planning practice while receiving coaching and licensing support. It combines hands-on experience, exclusive products, and the backing of a Fortune ...Full timeInternshipFlexible hours
$55k - $69.1k
A leading financial services company seeks a motivated Financial Representative to engage with clients and recommend impactful financial solutions. Ideal candidates will have strong interpersonal skills and a customer-focused mentality. The role offers competitive compensation...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Registered Investment Advisor. Be the first to apply!

