Financial Consultant
WealthBridge Financial Group
Overview 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. Responsibilities Engage with clients to understand their financial objectives and risk tolerance. Provide tailored financial advice and strategies that align with clients' goals. Leverage financial tools and analytics to assess client needs and develop action plans. Collaborate with a network of industry experts and access to resources to serve clients effectively. Qualifications 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
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ 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, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Idaho Falls, ID5 days ago- ...real difference in people’s lives? Step into an instrumental role. Help conduct the smooth operation of a fast-paced and friendly financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise...SuggestedFull timeWork at officeRemote work
Ameriprise Financial, Inc.
Idaho Falls, ID4 days ago - ...entrepreneurs, and individuals unlock the power of tax-smart financial planning. Backed by an in-house tax team, we’re dedicated to providing... ...services including financial planning, tax planning, business consulting, tax preparation, accounting, and bookkeeping. Dedicated Team...SuggestedFull timeFlexible hours
$1,000 per month
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Idaho Falls, ID4 days ago- ...by Corporate!Successful candidate attributes: Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. Maintains a database of past clients for marketing purposes. History of closing at least 3-5 units per month.Loan officer...SuggestedRemote work
Caliver Beach Mortgage
Idaho Falls, ID4 days ago - ...About The Role We are a dynamic and growing community bank dedicated to providing exceptional financial services to individuals and businesses within our local area. Our mission is to build long-lasting relationships with customers by offering personalized service and...Hourly payFull timeTemporary workPart timeBank staffWork at officeLocal areaVisa sponsorshipWork visa
Foothills Bank
Idaho Falls, ID3 days ago - Job Details Job Location: Administration Ammon - Ammon, ID 83406 Position Type: Full Time Education Level: High School Travel Percentage: None Job Shift: Day Job Category: Banking Summary Provides business office and clerical assistance by performing the following duties...Full timeWork at officeShift work
The Bank of Commerce
Ammon, ID2 days ago - ...maintenance of files including but not limited to: rate and payment changes, automatic payment, online banking, insurance, UCC renewals, financial statements and tax returns, corporate verification of status, inspections, etc.Make sure loan files are monitor correctly and...Hourly payFull timeTemporary workPart timeWork at officeLocal areaVisa sponsorshipWork visa
Glacier Bancorp
Idaho Falls, ID3 days ago - Risk Management SpecialistMountain View Hospital is looking for a Risk Management Specialist to join our team!Job Summary: Will be responsible for partnering with the administrative leadership team and department management teams to provide continual risk assessment; participate...Full timePart timeRelief
Mountain View Hospital
Idaho Falls, ID2 days ago - ...the booking of commercial loans. The position also involves processing incoming documentation from commercial borrowers, such as financial statements, and managing tasks related to record-keeping, scanning, and archiving of commercial loan documents to ensure accurate...Work at officeLocal areaMonday to FridayFlexible hours
Westmark Credit Union
Idaho Falls, ID5 days ago $18.75 - $25 per hour
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Idaho Falls, ID8 hours ago- ...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...Local areaMonday to Friday
OneMain Holdings Inc
Idaho Falls, ID1 day ago - ...been at the forefront of the wellness industry—creating safer, more effective products that promote the physical, environmental, financial, and personal well‑being of millions worldwide. Known as The Wellness Company, Melaleuca’s focus on naturally derived, science‑based...Full timeWorldwideRelocationRelocation package
Melaleuca
Idaho Falls, ID5 days ago $47.42k - $92.57k
...energy future intrigue you? If so, we might have just the opportunity you're looking for! The Idaho National Laboratory is seeking a Financial Analyst. This position serves as the liaison between lab operations and Business Management to ensure contract compliance in all...Contract workRelocationVisa sponsorshipRelocation packageFlexible hoursIdaho National Laboratory
Idaho Falls, ID2 days ago- ...Melaleuca Financial Analyst PositionAt Melaleuca, our mission has remained constant: "Enhancing the Lives of Those We Touch by Helping People Reach Their Goals."For over 40 years, Melaleuca has been at the forefront of the wellness industry—creating safer, more effective...Full timeWorldwideRelocationRelocation package
Melaleuca:The Wellness Company
Idaho Falls, ID8 hours ago $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- ...initiatives to strengthen and expand relationships with dealership partners. This role involves assessing applicants' credit and financial profiles to make informed loan underwriting decisions for both existing and new members. Key responsibilities include conducting effective...Work at officeLocal areaRemote workMonday to Friday
Westmark Credit Union
Idaho Falls, IDa month ago $22.5 per hour
...: Job Summary The Financial Aid Scholarship Advisor assists in the administration of federal, state and campus-based student financial aid programs. Typical Job Functions Assists in the administration of federal, state, institutional, and outside financial aid...Part timeWork at office- ...Associate Financial AnalystThe Associate Financial Analyst position plays an integral part in the analysis, recommendation and implementation of profit improvement projects, strategic alignment initiatives, and achievement of sales and income objectives. Analysts interface...Full timeInternship
Melaleuca
Idaho Falls, ID3 days ago - Facilitate selling experience for DIY customer visits and phone calls - Achieve personal / store sales goals and service objectives - Manage DIY services including battery installation, testing, wiper installs, etc. - Ensure high standards of custome Parts, Retail, Manufacturing...
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Idaho Falls, ID1 day ago - DICK'S Sporting Goods in Idaho Falls is seeking Advisors to enhance athletes' shopping experiences through engagement and exceptional service. You'll be part of a supportive team dedicated to inclusivity and excellence. Your role includes greeting customers, upholding ...
DICK'S SPORTING GOODS INC
Idaho Falls, ID3 days ago - At DICK'S Sporting Goods , we believe in how positively sports can change lives. On our team, everyone plays a critical role in creating confidence and excitement by personally equipping all athletes to achieve their dreams. We are committed to creating an inclusive and...
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D. L. Evans Bank
Rigby, ID3 days ago - ...needs, presenting HVAC and plumbing solutions, preparing estimates, and helping customers move forward with confidence. This is a consultative, in-home advisory role that blends technical understanding, strong communication, and relationship-building. Success in this...
Northstar Summit
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ProSidian Consulting
Idaho Falls, ID3 days ago $20 - $23 per hour
...progressive environment with an emphasis on teamwork, customer service, training and personal development. Stability Company is financially strong with an established base of customers and is well-positioned for continued expansion. History of Excellence Work for an...Temporary workWork at officeFlexible hoursShift work- Job Description Job Description This position is fully on-site at our Idaho Falls, ID office. Local candidates are encouraged to apply. At WaveDash , we're passionate about creating exceptional customer experiences while helping our clients grow through innovative...Work at officeLocal areaImmediate start
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Idaho Falls, ID23 days ago - ...Job Description Job Description Description TeleSolv Consulting has a great opportunity for you to work with the Federal Government... ...functions. Track project and program status, including financial matters, ensuring compliance with federal agency guidelines....Work at office
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Idaho Falls, IDmore than 2 months ago - Job Description Job Description Social Media & Marketing Specialist Location: Idaho Falls, ID Company: Northstar Summit - Supporting American Pump & Drilling, Cherry Glass & Aluminum, and AdvantaServ Northstar Summit provides shared leadership, operations...Full timePart timeSeasonal workLocal area
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Idaho Falls, ID15 days ago - ...WealthBridge Financial Group is seeking an experienced Managing Director to lead a growing team of financial advisors while continuing your own client work. You will recruit, mentor, and develop a high‑performing practice, shaping the firm’s growth strategy, culture...
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