Financial Consultant
WealthBridge Financial Group
Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-orientedFinancial Consultantto 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. 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. 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
- ...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering... ...offering clear recommendations and guidanceProduct and Service Consultation: Discuss financial products and services tailored to clients'...SuggestedWork experience placementWork at officeLocal areaFlexible hours
- ...Job Description Company Description Barnum Financial Group is a financial planning and consulting firm located in Paramus, NJ. With over 70 years of experience, we have helped over a quarter million clients nationwide create wealth and make smart money decisions...SuggestedFull time
$20.67 - $31.25 per hour
...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts.... ...of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required)* Comfortable...SuggestedHourly payWork experience placementFlexible hoursDay shift$20.53 - $34.23 per hour
...service in alignment with the bank's mission by engaging clients with professionalism, confidence, and a strong understanding of their financial needs. Expected Work Hours 40 hours to include Saturdays Job Description Responsibilities include but are not limited...SuggestedFull timePart time$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 from...SuggestedFull timeInternshipLocal areaFlexible hours- ...The Guardian Network® is expanding our team and looking for a motivated individual to join us as a Financial Representative. The position offers unlimited growth potential in the financial services industry. As a Financial Representative you will work to help individuals...Permanent employmentTemporary work
- ...KeyBank in Nanuet, NY seeks a Personal Banker to engage clients, uncover financial wellness needs, and expand relationships. You will open accounts, advise on products, and collaborate with branch teammates to reach sales goals, while delivering excellent service. The...
- ...Financial Advisor (Training Provided) Paramus, NJ (Bergen County) About the role At Northwestern Mutual, you’ll run your own advisory practice with a network behind you. Based in Paramus, you’ll have access to Bergen County’s diverse, affluent neighborhoods and easy connections...Full timeWork at officeLocal area
- ...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...Full timeWork at officeFlexible hours
- ...Experienced Financial Advisor – Grow Your Practice with Lee, Nolan & Koroghlian, LLC Are you an established financial professional looking for greater support, flexibility, and growth opportunities? Lee, Nolan & Koroghlian, LLC, a MassMutual firm, is seeking experienced...Local areaFlexible hours
- JPMorgan Chase & Co. is seeking a Relationship Banker to welcome clients, build trusted relationships, and deliver tailored financial solutions using Chase Mobile App, Chase.com, and ATMs. You will lead the approach to acquiring, managing, and retaining clients, guiding...
- Citi in New City, NY is seeking an entry-level Personal Banker SAFE Act to assist in sales and service activities in coordination with the customer service team. The role focuses on building relationships with individual consumer clients and supporting treasury product ...
- ...New York's Nanuet area is seeking a Banking Center Relationship Banker I to support customers, process transactions, and identify financial needs while promoting Santander products and services. You will work toward sales, service, and operations goals in a collaborative...
- ...client relationships and by proactively acquiring new ones through consultative sales and cross-selling. You will deliver high-quality service aligned with our mission, helping clients meet financial goals. You will open new accounts, discuss loan products, and promote...
- ...Banker I to support customer-focused sales and service. You will handle routine transactions, assess client needs, and offer suitable financial products while building trusted relationships across the branch network. The role emphasizes flexible scheduling, strong service...Flexible hours
- ...financing for personal or commercial needs. As a Loan Officer, you'll guide clients through the loan application process, evaluate financial information, and ensure a smooth approval process. This role involves proactively finding and generating new leads, building...
$18 - $23.08 per hour
...needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our...Hourly payFull timeWork experience placementFlexible hoursShift workDay shift- ...Description To assist members with their financial transactions, involving paying and receiving cash and other negotiable instruments. Requirements Receives and processes members’ financial transactions, including deposits, withdrawals and loan payments; sells...Full timeMonday to FridayRotating shift
$21 - $23 per hour
...etc. Relationship Specialists are responsible for building member relationships by providing exceptional financial support and advice through a consultative and educational approach helping members exceed their financial goals and dreams. This position is responsible...Hourly payFull timeContract workPart timeImmediate startFlexible hours$18 - $23.08 per hour
...needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our...Hourly payFull timeDay shift- A financial services firm is expanding and seeks a motivated Financial Professional to assist clients in protecting their financial futures. The role involves understanding clients' goals, creating plans, and maintaining long-term relationships. Ideal candidates are self...
- A boutique financial planning firm in New Jersey is looking for a Financial Advisor with a strong entrepreneurial spirit. The role involves creating tailored financial plans, offering investment guidance, and building long-term client relationships. Candidates should possess...
$24k
Financial Advisor / Financial Representative - In Person (5+ years experience) | Paramus, NJ and Farmington, CT Certified Financial Services, a boutique financial planning firm based in Paramus, NJ and Farmington, CT, is expanding its team! Supported by the resources of...Full timeContract workLocal area$70k - $80k
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, teammates, communities and shareholders every day....Temporary workWork at officeFlexible hoursShift workDay shift$19 - $23 per hour
...4 floating holidays, prorated based on start date) * Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial...Work experience placementLocal areaMonday to Friday- ...Advising clients across the consumer sector on mergers & acquisitions, capital raising, and strategic transactions. Building complex financial models, valuation analyses, and client presentations. Supporting the execution of live transactions from pitch through to...
- ...Entry-Level Financial Advisor – Launch Your Career with Lee, Nolan & Koroghlian, LLC Are you ready to start a career where you can make a meaningful impact on people’s financial futures? Lee, Nolan & Koroghlian, LLC, a MassMutual firm, is seeking motivated, driven individuals...Full timeWork at officeLocal area
$18.75 - $25 per hour
...relationships with Key by providing distinctive quality service in branch. Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and provide...Hourly payWork experience placementShift workDay shift- ## Financial Clearance SpecialistApply: 17 Squadron Boulevard, 3rd Floor: Full time: Posted Yesterday: JR233195**City/State:**New City, New York**Department:**Patient Financial Services - Financial Counseling**Bargaining Unit:**NH- SEIU-1199**Work Shift:**Day**Work Days...Hourly payFull timeShift work
$18.5 - $20 per hour
...receipts with meticulous attention to detail. Product & Service Promotion: Cross-sell and educate clients on the Bank’s diverse financial products and services, enhancing client relationships and fostering financial wellness. Payment Processing: Handle credit card payments...Hourly payPart timeApprenticeshipNight shift
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