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

Financial Consultant

WealthBridge Financial Group

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. 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

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Jackson, MS vacancy
  •  ...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... 
    Suggested

    WealthBridge Financial Group

    Pearl, MS
    20 hours ago
  •  ...Financial Planner Our client is seeking an experienced Financial Planner to join their team. The purpose of this position is to...  ...CExP (Certified Exit Planner), CBEC (Certified Business Exit Consultant), CEPA (Certified Exit Planning Advisor) MBA Very competitive... 
    Suggested

    Financial Planner Recruiting, LLC

    Jackson, MS
    2 days ago
  •  ...Modern Woodmen Fraternal Financial and MWA Financial Services. A Great Place to Work-Certified™ Region. As a fraternal benefit society, we have no stockholders. We’re owned and operated by and for the benefit of our members. We specialize in retirement planning, investments... 
    Suggested
    Full time
    Work at office
    Flexible hours

    Modern Woodmen

    Jackson, MS
    2 days ago
  • We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. Prudential will provide... 
    Suggested

    Prudential Financial

    Jackson, MS
    5 days ago
  • $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... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Jackson, MS
    3 days ago
  • $97k - $192k

     ...Opportunity for advancement Training & development Vision insurance The Marsh Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the... 
    For contractors
    Work at office
    Local area
    Work from home
    Flexible hours

    Marsh Region - Modern Woodmen of America

    Jackson, MS
    20 hours ago
  •  ...client focus is at the center of everything we do. We go far beyond just managing our clients' investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, 'Serve.' It is the reason we go to work... 
    Local area

    Waverly Advisors LLC

    Jackson, MS
    3 days ago
  • $46.99k - $122.4k

     ...CVS Health Financial Analyst We're building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you'll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold... 
    Full time
    Work experience placement

    Oak St. Health

    Jackson, MS
    20 hours ago
  •  ...matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers... 
    Permanent employment
    Full time
    Monday to Friday

    Trustmark

    Jackson, MS
    4 days ago
  •  ...Personal Financial Counselor Our organization works with partner companies to source qualified talent for their open roles. The...  ...may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting... 
    Contract work
    Work at office

    National Guard Employment Network

    Jackson, MS
    3 days ago
  • $58.44k

     ...Personal Financial Counselor; Jackson, MS This position will provide personal financial services at assigned military installations...  ...may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff,... 
    Contract work
    Temporary work
    Work at office

    Magellan Health

    Jackson, MS
    5 days ago
  •  ...unwavering sense of mission? Do you excel in navigating challenges and striving for excellence in your career journey and in life? P&W Financial Group of Northwestern Mutual is seeking to onboard a new Financial Planner to join our team. We are a united group of determined,... 
    Temporary work
    Work at office
    Local area
    Work from home
    Flexible hours

    P&W Financial Group - Northwestern Mutual

    Jackson, MS
    5 days ago
  •  ...Job Description Job Description Financial Advisor - Full Time Luminas Advisors | 4780 I-55 suite 105 Join Luminas Advisors as a Financial Advisor and take your career to the next level in a dynamic, remote work environment. As a key member of our team, you will... 
    Full time
    Remote work
    Work from home
    Flexible hours

    Luminasadvisors

    Jackson, MS
    5 days ago
  •  ...development Vision insurance Join the winning team at  P&W Financial Group (serving Northwestern Mutual across Greater Jackson to...  ...financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations... 
    Work at office
    Local area
    Visa sponsorship
    Flexible hours

    P&W Financial Group - Northwestern Mutual

    Jackson, MS
    21 days ago
  • $35.64k - $42.19k

     ...that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications...  ...cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to... 
    Full time
    Flexible hours

    Regions Bank

    Pearl, MS
    1 day ago
  • $46.8k - $54.66k

     ...that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications...  ...prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering... 
    Full time
    Work at office
    Flexible hours

    Regions Bank

    Pearl, MS
    2 days ago
  •  ...service and proactive sales focused position tasked with engaging existing and prospective customers to determine and meet their financial needs. With a deep understanding of Renasant Bank customer engagement model, you spend time executing and role modeling by serving... 
    Local area

    Renasant Bank

    Jackson, MS
    3 days ago
  • $85k - $95k

    The Security Analyst integrates application security practices throughout the software development life cycle for enterprise and mission-critical systems. The role partners with software engineering, architecture, DevOps, operations, and client stakeholders to translate...
    Contract work
    Work at office

    ASM Research, An Accenture Federal Services Company

    Jackson, MS
    2 days ago
  • $44.91k - $55.69k

     ...that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications...  ...prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering... 
    Full time
    Local area
    Flexible hours

    Regions Bank

    Pearl, MS
    2 days ago
  •  ...customer service experience preferredAbility to communicate with customers and identify opportunities to help customers with their financial needs by identifying cues and clues while processing their transaction10-Key skillsMathematical skills, including the ability to... 

    Renasant

    Pearl, MS
    2 days ago
  • General Job Responsibilities Tellers working for Community Bank are our first line interface with our customers and as such are required to demonstrate a high level of customer service and customer interaction. Tellers will handle customer required banking needs including...
    Work experience placement

    Community Bank

    Jackson, MS
    20 hours ago
  • $5,000 per month

     ...time Location: Jackson, MS HOPE Overview HOPE (Hope Enterprise Corporation, Hope Credit Union and Hope Policy Institute) provides financial services; leverages resources; and engages in advocacy that strengthens the financial health of people in under-resourced Deep South... 
    Full time
    H1b
    Work at office
    Visa sponsorship
    Work visa
    Flexible hours

    Hope Credit Union

    Jackson, MS
    20 hours ago
  • $22.27 - $33.43 per hour

     ...for closing documents. Provides support to the Residential Loan Consultant, underwriting and documentation/ closing departments. Assists...  ...experience in a mortgage banking company or related financial institution required. Minimum 1 year of experience working with... 
    Hourly pay
    Remote work

    City National Bank

    Jackson, MS
    1 day ago
  • $17 per hour

     ...nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US. Loomis prides itself on providing employees with opportunities for career... 
    Full time
    Flexible hours
    Shift work

    Loomis

    Jackson, MS
    2 days ago
  •  ...Walmart, Meijer, and Kroger stores. Branch Hours Monday - Friday: 10:00 a.m. - 7:00 p.mSaturday: 10:00 a.m. - 3:00 p.m.Sunday: Closed. Financial Service Representative We are currently seeking a Financial Services Representative to join us. The person in this position will... 
    Monday to Friday
    Flexible hours

    Michigan First Credit Union

    Jackson, MS
    1 day ago
  • 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. As a Financial Advisor... 
    Work at office
    Flexible hours

    Bankers Life

    Flowood, MS
    1 day ago
  •  ...Perks Careers Advancement Opportunities  Flexible Scheduling Competitive Compensation Job Summary We are seeking a Financial Advisor to join our team. In this role, you will educate and provide guidance to our clients on how to best utilize and invest their... 
    Flexible hours

    CROWN FINANCIAL GROUP

    Jackson, MS
    22 days ago
  • $101.23k - $172.36k

     ...ABOUT US RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment...  ...wholly-owned subsidiary of City National Bank. INVESTMENT CONSULTANT - Remote based in/around Baltimore, DC or northern Virginia... 
    Remote work

    City National Bank

    Jackson, MS
    1 day ago
  • Full-time Description Basic Description: The Loan Officer Assistant will assist & support their Senior Mortgage Banker(s) (SMB) in the origination of residential real estate loans. This support role is critical in facilitating data processing, along with analysis of documents...
    Full time
    For contractors
    Remote work

    GrabJobs

    Jackson, MS
    1 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... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Madison, MS
    20 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!