Financial Consultant
WealthBridge Financial Group
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 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 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
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Robert Half
Minneapolis, MN12 hours ago - Prudential Advisors is looking for experienced financial professionals in Minnesota that are interested in working with an existing book of clients. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools...SuggestedFull time
$19.29 - $23.34 per hour
...application process. Full Time Aitkin, MN, US 3 days ago Requisition ID: 1120 Salary Range: $19.29 To $23.34 Hourly About the Position: The Financial Services Representative serves as a primary resource for patients, providers, nursing staff, and other departments regarding...SuggestedHourly payFull timeWork from home$65k - $140k
Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution... ...with members of the client relationship team to apply a consultative sales process and continually enhance the client experience....SuggestedPart timeLocal area$85k - $120k
...Role Overview The ideal candidate will have a well-developed understanding of the wealth management industry and have a passion for financial planning and client engagement. The Financial Planner will provide support to Wealth Advisors in all aspects of relationship...SuggestedLocal area- Are you an experienced Financial Advisor/Financial Planner seeking an opportunity to serve your clients better? At Prudential Advisors , we can offer you more: More support, More clients, More compensation, and More client satisfaction. We have opportunities throughout...Contract work
$250k - $400k
## Financial AdvisorApplyremote type: On-Sitelocations: St Louis Park 5353 Wayzatatime type: Full timeposted on: Posted Todayjob requisition id: JR105982At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as...- Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow...
$60 - $65 per hour
...Financial Consultant Responsibilities Partner closely with Commercial Finance and Analytics teams to accelerate ongoing projects. Convert manual, fragmented reporting into scalable dashboards and repeatable processes. Connect financial and operational drivers...Contract workTemporary work- ...Financial Representative The purpose of the Financial Representative is to meet the needs of middle-income clients by educating... ...and conducts all appointments using Western & Southern Life consultative practices and processes. Effectively sells insurance and investment...Work at officeLocal area
$133.6k - $200.4k
...Finance Consultant At Medtronic you can begin a life-long career of exploration and innovation, while helping champion healthcare access... ...The Finance Consultant role will drive Medtronic's long-range financial planning, lead market benchmarking and reporting, partner...Work experience placementWork at officeLocal areaFlexible hours$55k - $95k
...What is the opportunity? As a Senior Financial Associate, you will be a key member of a large producing team and will be actively involved in growing and cultivating the FA Team's business. You will have the ability to function independently on behalf of the FA Team with...Full timeWork at officeFlexible hoursRBC Capital Markets LLC
Saint Paul, MN12 hours ago- ...Senior Financial Analyst Dessert Holdings is the leading premium dessert company in the world. We craft artisanal, scratch-made desserts at scale, combining culinary innovation with the finest real ingredients. With a rich heritage spanning seven distinctive brands,...Work at office
Desert Holdings
Saint Paul, MN12 hours ago $72.8k - $130k
...Financial Consultant OptumRx is looking for a Financial Consultant to join our Optum Specialty & Home Delivery Finance Team. This individual will support and manage pricing and financial impacts of current and future contracts. Financial support of these contracts...Remote jobMinimum wageFull timeWork experience placementLocal areaMonday to FridayShift work$1,000 per month
...Northwestern Mutual College Financial Representative Internship 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...Full timeFor contractorsInternshipLocal areaFlexible hours$43k - $75k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a...Contract workPart timeLocal areaImmediate startDay shiftBMO Financial
Saint Paul, MN1 day ago$17 - $28.96 per hour
...exceptional service, and learn the skills to grow your banking career. In this role, you’ll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands‑on experience,...Hourly payAssociated Banc-Corp
Saint Paul, MN1 day ago- JPMorgan Chase & Co. in Minnesota seeks a Private Client Banker to be the main point of contact for affluent clients and other customers in the Branch. You will manage their banking relationship with an advisory approach and help them access products and services that ...
Next Frontier Capital
Saint Paul, MN1 day ago - ...applying for any new position. Acknowledge ( Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Saint Paul, MN12 hours ago $55k - $95k
...opportunity to help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. As a Financial Advisor Services Consultant, you will partner with our recruiting teams and field leadership to provide a delightful and seamless experience to...Full timeFlexible hoursRoyal Bank of Canada
Minneapolis, MNmore than 2 months ago- ...Job Description Job Description The FPS Associate interacts with Financial Representative teams and FPS team members to complete investment paperwork and analysis tasks for their clients. Roles and Responsibilities Complete, submit, and track new account investment...Contract workWork experience placement
Northwestern Mutual-Twin Cities
Saint Paul, MN10 days ago - ...Description Job Description Private Wealth Advisor Summary The primary responsibility of a Private Wealth Advisors at Seleskie Financial is business development. Paired with a dedicated Private Wealth Service Advisor (Second Chair), their goal is to grow the business...Work experience placementWork at office
Seleskie Financial
Saint Paul, MNa month ago - ...Job Description Job Description The Senior FPS Associate interacts with Financial Representative teams and FPS team members to complete investment paperwork and analysis tasks for their clients. Roles and Responsibilities Complete, submit, and track new account...Work experience placement
Northwestern Mutual-Twin Cities
Saint Paul, MNa month ago - ...Job Title: Senior Consultant SAP Finance with MBC Location: Saint Paul, MN (Hybrid) Experience: 8 10 Years Must-Have Skills SAP Finance / SAP FICO MBC 1+ Year Implementation Experience (Mandatory) GL / AP / AR / AA / CO AMS / L1-L...
Tech3pillars Technologies
Saint Paul, MN2 days ago $18 - $20 per hour
...Job Title: Patient Financial Representative Location:1200 County Road E., Arden Hills, MN 55112, United States Working Model: Training... ...\& Associates, Psychiatric Associates, Sandhill Counseling & Consultation, and Vantage Point. Here, you'll find a supportive,...Hourly payFull timeTemporary workWork at officeRemote workFlexible hoursSagent Behavioral Health
Saint Paul, MN1 day ago$21.18 - $31.75 per hour
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Saint Paul, MN5 hours ago$5,000 per month
...currently hiring for a Personal Banker at our St Paul branch. As a Personal Banker, you are the frontline of Blaze and a trusted financial guide for Members. You’ll engage directly with members to understand their goals, identify their financial needs, and confidently...Currently hiringRelocation packageMonday to FridayBlaze Credit Union
Saint Paul, MN4 days ago$17 - $29.75 per hour
...strengthens client relationships by delivering personalized financial advice and solutions. This role focuses on understanding client... ..., referrals, and digital adoption. Consistently execute a consultative sales approach, focusing on advice and long-term relationship...Old National Bank
Saint Paul, MN1 day 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 timeWork experience placement- ...Associate Financial Advisor This job posting is anticipated to remain open for 30 days, from 23-Sep-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company...Full timeTemporary workFlexible hours
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