Financial Professional
WealthBridge Financial Group
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities Develop and maintain long-term client relationships through a client-first, consultative approach Analyze clients' financial goals and design personalized strategies (retirement, investment, insurance, estate planning) Provide education and guidance to help clients make informed financial decisions Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions Build and grow your own book of business through networking, referrals, and marketing initiatives Stay current on financial markets, products, and planning strategies Ideal Candidate Entrepreneurial mindset with strong interpersonal and communication skills Desire to build a client-focused business and long-term career Self‑motivated, disciplined, and goal-oriented Interest in financial services, wealth management, or business development Prior experience in sales, finance, or client service is a plus (not required) Who You'll Work With You’ll serve a diverse client base including: Individuals and families Business owners Institutions and organizations Why Join WealthBridge? Be part of a firm focused on people, impact, and outcomes Build a career with uncapped growth potential Work in a supportive environment that values collaboration and innovation Help clients navigate complex financial decisions with confidence Benefits & What Sets Us Apart Access to a collaborative network of experienced professionals and mentors Advanced planning resources, digital marketing support, and business development tools Flexible career path with entrepreneurial growth opportunities Ongoing training, licensing support, and professional development Technology platforms and tools to help streamline client engagement and planning A culture focused on integrity, innovation, and long-term client success #J-18808-Ljbffr
$93k - $191k
...Transformation Office (TTO) requires hands-on understanding of professional services, models for third-party relationships, and relevant... ...Management Professional (PMP)Preferred:Experience in a tax, financial services, or professional services environment, with exposure...SuggestedWork at officeLocal areaVisa sponsorshipShift work$78.68k - $160.75k
...opportunity to join a growing practice and collaborate with professionals across Tax, Advisory, Consulting, and Audit & Assurance.Recruiting... ...AgentProject Management Professional (PMP)Chartered Financial Advisor (CFA)Professional EngineerPreferred:Advanced degree in...SuggestedWork at officeLocal areaVisa sponsorship- ...provides students the opportunity to gain in-depth, hands-on experience while working and learning alongside our experienced financial services professionals. You will work directly with Financial Advisors to service clients, research problems, process account forms and...SuggestedHourly payPart timeFixed term contractInternshipWork at officeFlexible hours
- ...Managing Director | Financial Professional at Bankers Life and CNO Financial What are you looking for in your next opportunity—growth, purpose, ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. As part of...SuggestedFull timeTraineeship
$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern... ...have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here,...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hours- ...SUMMARY: The Senior Accountant is responsible for executing all processes related to monthly accounting close and financial reporting. This includes the preparation of account reconciliations and monthly close journal entries, and ensuring all transactions are recorded...Work at officeAfternoon shift
$41.56k - $50k
...relationships, concentrating efforts in meeting client needs for financial products. Identify clients with additional profit potential... ...in all situations Willing to dress and behave in a professional manner Ability to read, write and speak English clearly. Fluency...Bank staffFlexible hours$45 - $50 per hour
...Be part of a company recognized for diversity and inclusion. Contribute to a company that values continuous improvement and professional growth. Upon completion of waiting period consultants are eligible for: ~ Medical and Prescription Drug Plans ~ Dental Plan...Weekly payTemporary workRemote workFlexible hours- A financial services company in Parsippany-Troy Hills seeks a dedicated Managing Director | Financial Professional. This entry-level role focuses on creating personalized financial solutions for clients while offering top-tier training and mentorship. Join a supportive...Traineeship
$15 per hour
Get AI-powered advice on this job and more exclusive features. Explore a career as a FINANCIAL PROFESSIONAL! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated analytical...Minimum wageFull timeContract workPart time- ...surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$49.5k - $82.5k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift work$70k - $80k
...Manager, Global Controls & Compliance, the Senior Auditor will assist in providing independent assurance that Internal Controls over Financial Reporting (ICFR) are operating effectively within the company's operating units worldwide, and that the company is in compliance...Work at officeWorldwide- WealthBridge Financial Group is looking for motivated individuals to join as Financial Professionals. In this role, you will develop customized financial strategies and build your own practice supported by an experienced network. Ideal candidates have strong interpersonal...
$65k
Company DescriptionFortune 200Job Description• Prepares journal entries and assists in ledger maintenance• Prepares and analyzes basic financial reports, assists in monthly close and performs basic account reconciliations.• Prepares monthly payroll entries• Assists with...$77k - $202k
...offers the opportunity to interpret data to inform insights and recommendations, reinforcing professional and technical standards. Join us to make a significant impact in the financial services industry.Responsibilities- Analyzing client needs to implement and support...Full timeH1b$81.77k - $136.29k
...revenue reporting, including sales, trade activity, and related analytics; ensure reports are accurate, timely, and aligned with financial close and management reporting requirementsPrepare and analyze monthly revenue, trade, coupon, slotting, and commission activity to...Full time$89k - $109k
...ensuring accurate accounting, robust internal controls and timely financial reporting for AIG’s reinsurance programs. Reporting to the... ...required, CPA preferredMinimum of 5 years of relevant professional experience, particularly leading teams in a controller capacity...Full timeWork at office$60k - $75k
...preferred, generic pharmaceutical experience a plusCPA certification a plusDemonstrated record of performance in working in both financial and operational business areasAdditional InformationStaff Accountant- $60K to $75K plus bonusPlease email ****@*****.***...- ...experience in AuditWe are looking for positive, team-players, who are self-starters and are excited about vast opportunities in today's professional services market place. Strong communication and interpersonal skills neededSalary is commensurate with...Work at office
$75k - $90k
...Annual Report. This person will assist the Reporting Manager with the timely completion of the quarterly and annual consolidated financial statement filings with the SEC (10-K, 10-Q, etc.) and various other statutory reporting requirements including:• Preparation of supporting...Work at office- Company DescriptionFortune 500 Company Big 4 Public Accounting Experience PreferredJob DescriptionOverview: Perform operational and financial audits as required by the Audit Plan. Assist in complying with current and proposed industry regulations.Assist external auditors...Work at office
- ...account reconciliations during the month end close process. Maintain General ledger accounts.Ensure the timely reporting of accurate financial information; ensure that all financial transactions are recorded in accordance with Accounting Policies & Procedures.Identify...
- ...Reconcile all Bank Accounts across multiple (3) Companies and bank accounts (approximately 10). Develop, maintain, and provide audit (Financial and J-Sox) support for all Accounting areas this position is directly responsible for as well as Ensuring Compliance with state...
$65k - $75k
...Perform/review bank account reconciliations and conduct balance sheet reconciliation and analysis for the entire portfolio.Compile financial statements and analysis for review by the Residential Controller. Financial reporting: run monthly and quarterly property reports....$50k - $65k
...DescriptionFortune 500 Food Service CompanyJob DescriptionRESPONSIBILITIES OF THE STAFF ACCOUNTANTThe Staff Accountant will compile and analyze financial information to prepare entries to general ledger accounts. Analyze financial information detailing assets, liabilities, and...$50k - $55k
Company DescriptionJob DescriptionJob Summary: Prepares monthly, quarterly and year-end financial statements/reportingpackages, and performs a wide variety of accounting analysis.Essential Duties and Responsibilities:Performs a wide variety of accounting functions including...- ...term (up to three months) projects in our Management Development Program. This position will participate in planning and conducting financial and operational audits, as well as leading/coaching other auditors.Primary Responsibilities Include:• Perform risk-based...Temporary workWork at office
- ...assigned audit requests.In addition to the supporting the close process, this position will be responsible for preparing statutory financial statements and supporting schedules in connection with our various statutory audits. The candidate will also assist with special...
- ...in special projects as assigned Responsible for the accounts payable function related to the corporate office Preparation of the financial statements for the Company’s Holding Companies Assist in Sarbanes-Oxley 404 compliance Qualifications1 to 3 years of progressive corporate...Work at office
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