Financial Consultant

WealthBridge Financial Group

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.
Deomonstrated 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

Apply

Vacancy posted 4 days ago

Similar jobs that could be interesting for youBased on the Financial Consultant in Peoria, AZ vacancy

Financial Consultant
...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....
Suggested
WealthBridge Financial Group
Sun City, AZ
4 days ago
Financial Consultant - Client Growth & Retention (Phoenix, AZ Hybrid)
$85k - $97.6k
...Job Description Job Description At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they... ...66 securities license Previous experience working in a consultative sales role; work in a call center preferably in an outbound capacity...
Suggested
Work experience placement
Work at office
Edelman Financial Engines, LLC
Phoenix, AZ
21 days ago
Financial Services Consultant
...Mercedes-Benz North Scottsdale, a Penske Automotive Group dealership, is looking for an experienced Financial Services Consultant to join our team and deliver extraordinary customer experiences. At Penske Automotive Group (PAG), we strive to create a positive and challenging...
Suggested
Minimum wage
Local area
Mercedes-Benz of North Scottsdale
Phoenix, AZ
1 day ago
Financial Consultant (Remote)
...About the job Financial Consultant (Remote) Empower Your Future with a Flexible, Remote Financial Consulting Role About Us: We’re a forward-thinking financial services company on a mission to educate and empower clients worldwide. With licenses across the U.S....
Suggested
Part time
Immediate start
Remote work
Worldwide
Flexible hours
Melius Consulting
Phoenix, AZ
5 days ago
Wealth Advisor
...matters—you've found it! You’re impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well‑being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds like...
Suggested
Work experience placement
Local area
OneAZ Credit Union
Peoria, AZ
4 days ago
Personal Banker
...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 time
Temporary work
Work experience placement
Work at office
P N C Bank NA
Peoria, AZ
1 day ago
Personal Banker
$20 per hour
...Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential...
Full time
Temporary work
Work at office
Academy Bank
El Mirage, AZ
2 days ago
Personal Banker
...customer base through proactive sales and service activities. Manage the customer experience by identifying opportunities to improve financial wellbeing and collaborate with ecosystem partners to grow customer share of wallet. Drive proactive sales conversations through...
Full time
Temporary work
Work experience placement
Work at office
PNC
Peoria, AZ
4 days ago
Financial Representative
$16 per hour
...Financial Representative Trainee (Sales) - Phoenix, AZ Join to apply for the Financial Representative Trainee (Sales) - Phoenix, AZ role at Mutual of Omaha Continue with Google Continue with Google Financial Representative Trainee (Sales) - Phoenix, AZ 2 days ago Be among...
Hourly pay
Full time
Traineeship
Work at office
Home office
Mutual of Omaha
Phoenix, AZ
3 days ago
Financial Planner
...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 with our Arizona...
Contract work
Local area
Home office
Prudential Advisors
Phoenix, AZ
1 day ago
Financial Advisor - Phoenix, AZ
...Financial Advisor Strategy Financial Group in Phoenix, AZ is seeking to add a Financial Advisor to the Team. Are you looking to expand your career and be part of a successful team? Are you driven, self‑motivated, and customer‑focused? If you enjoy working closely with...
Local area
Monday to Friday
Advisor Talent Solutions
Phoenix, AZ
1 day ago
Wealth Financial Advisor
...Responsibilities Develop Client Relationships: Identify, establish, and manage new client relationships. Provide Financial Planning: Offer ongoing financial planning and investment management services. Conduct Reviews: Regularly review and update financial plans and portfolios...
Jobtailor
Phoenix, AZ
2 days ago
Financial Advisor - Phoenix, AZ
...Who We AreAt Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.We align to a set of Values...
Local area
Immediate start
Remote work
Relocation
Corebridge
Phoenix, AZ
2 days ago
Financial Advisor
...Overview Established Registered Investment Advisory firm seeking a Financial Advisor to assist families, individuals, and institutions in... ...and pipelines. Inform, educate, and solicit investment consultants who refer clients to our firm. Speak with clients over the phone...
Local area
Grimes & Company
Phoenix, AZ
5 days ago
Financial Advisor
$51.8k - $95.9k
...Job Family Group: Wealth Sales & Service Job Overview Provides financial and investment planning and advice in collaboration with... ...partnership with members of the client relationship team to apply a consultative sales process and continually enhance the client experience....
Part time
Local area
Hispanic Alliance for Career Enhancement
Phoenix, AZ
4 days ago
Financial Advisor
$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...
Work at office
Unavailable
Phoenix, AZ
5 days ago
Personal Banker
...proactive sales and service activities. Manage the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborate with ecosystem partners to grow customer's share of wallet. Position PNC solutions to drive new revenue...
Full time
Temporary work
Part time
Work experience placement
Work at office
Shift work
PNC
Peoria, AZ
1 day ago
Financial Advisor
...Position Summary In this pivotal role, the Financial Advisor will be responsible for overseeing the investment strategies for their diverse client base. This results-driven role will be responsible for designing and executing tailored investment strategies that meet...
Full time
Temporary work
Work at office
Local area
Remote work
Monday to Friday
Flexible hours
Moors and Cabot, Inc.
Phoenix, AZ
15 hours ago
Financial Advisor
$120k
...the Greater Phoenix area but prefer a candidate able to work daily from their Peoria location A well-established, independent financial advisory firm headquartered in Phoenix, Arizona is seeking an experienced Financial Manager to join their growing team. With over...
Work at office
BCI - Brokerage Consultants Inc
Phoenix, AZ
13 hours ago
Financial Advisor
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...
Full time
Contract work
For contractors
Work at office
Northwestern Mutual
Phoenix, AZ
1 day ago
Financial Solutions Advisor - Scottsdale Area
...Financial Solutions Advisor - Scottsdale Area Scottsdale, Arizona;Scottsdale, Arizona; Scottsdale, Arizona; Phoenix, Arizona; Phoenix, Arizona; Scottsdale, Arizona; Scottsdale, Arizona; Phoenix, Arizona; Scottsdale, Arizona To proceed with your application, you must...
Temporary work
Work at office
Immediate start
Monday to Friday
Shift work
Day shift
Bank of America
Phoenix, AZ
4 days ago
US Experienced Financial Advisor
$50k
...Financial Advisor Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned...
Work at office
Work from home
Home office
Flexible hours
Arizona Staffing
Phoenix, AZ
2 days ago
Retail Relationship Banker
$41.71k - $65k
...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...
Full time
Contract work
Part time
Local area
Immediate start
Day shift
BMO
Phoenix, AZ
3 days ago
Merrill Experienced Financial Advisor
$48k - $100k
...management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with...
Work at office
Shift work
Day shift
Bank of America
Phoenix, AZ
1 day ago
Financial Representative
$36k - $75k
Are you driven, self‑motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long‑term success. As a Financial Representative...
Traineeship
Home office
Mutual of Omaha
Phoenix, AZ
4 days ago
Financial Advisor
$36k - $75k
...Professional | Recruiting & Developing Future Leaders | Mutual of Omaha |Consultative Sales & Client Strategy Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator...
Full time
Traineeship
Home office
Mutual of Omaha
Phoenix, AZ
2 days ago
Wealth Financial Advisor
$90k - $100k
Join Our Team as a Financial Advisor at CAPTRUST Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You will provide comprehensive financial...
Temporary work
Local area
Flexible hours
CAPTRUST
Phoenix, AZ
3 days ago
Wealth Financial Advisor
$90k - $100k
Overview Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'...
Temporary work
Local area
Flexible hours
UNAVAILABLE
Phoenix, AZ
4 days ago
Financial Advisor
What we do is not just a job - it is a passion. Renaissance Financial is a comprehensive financial strategies firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our Mission: Using creative business and personal planning, we help our clients...
Flexible hours
Renaissance Financial
Phoenix, AZ
3 days ago
Teller
$15 - $17 per hour
...At Parkway Bank Parkway Bank is looking for a Full-Time Teller at our Peoria, AZ location. We are a locally owned and operated financial institution committed to offering the best in customer service, financial products, and services. We maintain a strong presence in...
Full time
Temporary work
Bank staff
Parkway Bank
Peoria, AZ
3 days ago

Do you want to receive more vacancies?

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