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
- ...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
- ...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
- ...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...SuggestedFull timeWork at officeFlexible hours
- 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
$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...SuggestedFull timeContract workFor contractorsWork at office$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 contractorsWork at officeLocal areaWork from homeFlexible hours- ...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
$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 timeWork experience placement- ...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 employmentFull timeMonday to Friday
- ...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 workWork at office
$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 workTemporary workWork at office- ...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 workWork at officeLocal areaWork from homeFlexible hours
- ...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 timeRemote workWork from homeFlexible hours
- ...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 officeLocal areaVisa sponsorshipFlexible hours
$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 timeFlexible hours$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 timeWork at officeFlexible hours- ...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
$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 workWork at office$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 timeLocal areaFlexible hours- ...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...
- 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
$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 timeH1bWork at officeVisa sponsorshipWork visaFlexible hours$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 payRemote work$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 timeFlexible hoursShift work- ...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 FridayFlexible hours
- 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 officeFlexible hours
- ...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
$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- 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 timeFor contractorsRemote work
$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
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