Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor - Kentucky (Career Changer / New to Industry)

WealthBridge Financial Group

Job Description

Job Description

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
Vacancy posted 10 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor - Kentucky (Career Changer / New to Industry) in Louisville, KY vacancy
  •  ...through strong, properly funded financial plans, which are the...  ...B, and Heal Dog Heal. Why Career Changers Could Thrive Here: You already...  ...supporting a successful female advisor. She has also held a role on...  ...and loves traveling and trying new experiences, including... 
    Suggested
    Contract work
    Internship
    Work at office
    Visa sponsorship
    Flexible hours

    Louisville Group of Northwestern Mutual

    Louisville, KY
    19 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial...  ...Grow your client base by making new connections, maintaining a...  ...development throughout your career. That starts with our award-winning...  ...program, you'll hear from industry experts, learn the art of... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Louisville, KY
    1 day ago
  • $61k - $119k

    Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity...  ...your client base by making new connections, maintaining a...  ...development throughout your career. That starts with our award‑...  ...program, you’ll hear from industry experts, learn the art of client... 
    Suggested
    Work at office

    UNAVAILABLE

    Louisville, KY
    5 days ago
  •  ...Transform Lives as a Financial Advisor at Northwestern Mutual Louisville! Are you ready to embark on a career that changes lives—yours included? As a Financial Advisor at Northwestern...  ...: Benefit from award-winning training, industry-leading mentors, and continuous... 
    Suggested
    Full time

    Northwestern Mutual

    Louisville, KY
    1 day ago
  •  ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First...  ...If you're exploring what's next in your career, First Command offers a path to become a...  ...will engage with the community to bring new clients to First Command, with the... 
    Suggested
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command

    Louisville, KY
    7 days ago
  • $60k - $90k

     ...Location: New Albany, Indiana Schedule: Monday - Friday...  ...individuals seeking tailored financial planning, retirement solutions...  ...investment guidance. With decades of industry experience, they provide...  ...and client-focused Financial Advisor with a specialized background... 
    Monday to Friday

    Invictus Direct

    New Albany, IN
    8 days ago
  • $21 - $22 per hour

     ...of others. Join our Team as a Workforce Career Coach! Make more than a Living, Make...  ...well as develop, convene, or implement industry or sector partnerships. Our Program...  ...2125 State St. Suite 16 New Albany, Indiana Connect with Us... 
    Hourly pay
    Temporary work
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Eckerd Youth Alternatives

    New Albany, IN
    3 days ago
  •  ...I - Southwest Station Financial Center (Louisville) Make...  ...next step? Discover a career in banking at Fifth...  ...maintains focus on acquiring new households and/or...  ...Experience in the financial industry preferred....  ...Location -- Louisville, Kentucky 40272 Fifth Third Bancorp
    Work experience placement
    Work at office

    Fifth Third Bancorp

    Louisville, KY
    2 days ago
  • $77.9k - $199k

     ...qualifications and the career level at which the position...  ...High Net Worth Wealth Advisor. This group is a...  ...with diverse and complex financial priorities; those with...  ...resources.Prospect and develop new wealth business to and...  ...area.Understands the industry and the factors that... 

    Old National Bank

    Louisville, KY
    2 hours ago
  •  ...a common purpose to help make financial lives better through the power...  ...opportunity to succeed, build a career and contribute to our shared...  ...in identifying solutions for new and existing clients based on...  ...knowledge of financial services industry, products and solutions One... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America Corporation

    New Albany, IN
    11 days ago
  •  ...Modern Woodmen of America. Launch your financial services career with an organization that positively...  ...FINRA securities registration (Securities Industry Essentials/SIE), Series 6 and/or 7...  ...Management, and Insurance Get notified about new Financial Representative jobs in... 
    Full time
    Work at office
    Local area

    Modern Woodmen of America

    Jeffersonville, IN
    3 days ago
  • $88k - $176k

     ...States of America | Louisville, Kentucky, United States of America |...  ...The Government Healthcare Financial Consulting Manager partners with...  ...talented colleagues to create new solutions and have impact for...  ...enables us to provide a range of career opportunities, as well as... 
    Minimum wage
    Local area
    Remote work
    Flexible hours
    3 days per week
    1 day per week

    Mercer Consulting

    Louisville, KY
    4 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative...  ...Financial Representative career, allowing you to:...  ...Financial Representative or Advisor role upon graduation....  ...digital experience and industry-leading products to give...  ...unique viewpoints bring new successes. We strive to... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Remote work
    Flexible hours

    Northwestern Mutual

    Louisville, KY
    4 days ago
  •  ...opportunities to improve the customer's financial wellbeing. Collaborates with...  ...PNC solutions to drive new revenue and customer loyalty....  ...days each year, depending on career level; and years of service....  ...SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA),... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Louisville, KY
    3 days ago
  • $7.25 per hour

     ...changing jobs or starting your career at a growing company with an...  ...thousands of clients reach their financial goals. Peoples Bank is one...  ...in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and...  ...with accountability to attract new relationships and retain existing... 
    Hourly pay
    Full time
    Work at office
    Local area
    Flexible hours
    Shift work
    Night shift

    Peoples Bancorp (OH)

    Louisville, KY
    2 days ago
  •  ...grow share of wallet and attract new consumer and business...  ...clients on options for managing financial transactions by leveraging technology...  ...days each year, depending on career level; and years of service....  ...SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA),... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Louisville, KY
    1 day ago
  •  ...Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO...  ...As an entry level financial advisor on our team, you'll work one-...  ...meaningful relationships and a career you’re proud of. Ready to make...  ...you prepare for the Securities Industry Essentials (SIE™) Exam*,... 

    Bankers Life

    New Albany, IN
    4 days ago
  •  ...LOUISVILLE Overview The purpose of the Financial Representative is to meet the needs of...  ...all Company ethics, privacy policies and industry regulations. - Required Proven strong...  ...effective client contact strategy and identify new opportunities for business. - Preferred... 
    Work at office
    Local area

    Western & Southern Life

    Louisville, KY
    4 days ago
  • $150k

     ...Position: Financial Advisor Locations: Denver, CO | Phoenix, AZ | Remote​ About AQI Gallacher Capital (GC) dba Forward Wealth...  ...implement client strategies Maintain compliance with industry regulations and company policies Foster and maintain... 
    Work at office
    Remote work

    AQI Services LLC

    Louisville, KY
    3 days ago
  •  ...Join Equitable Advisors: A Pathway to Possibilities and Positive Impact...  ...carving out your unique career path? At Equitable Advisors,...  ...leader in the wealth management industry, we embrace the power of...  ...Educate clients on our diverse financial products and services, demonstrating... 
    Work experience placement
    Local area
    Remote work
    Flexible hours

    Equitable Advisors LLC

    Louisville, KY
    4 days ago
  • $41.6k - $47.84k

     ...serve to make better and smarter financial decisions and enabling the...  ...unique in their potential. A career with U.S. Bank gives you a wide...  ...every stage of your career. Try new things, learn new skills and...  ...Experience in the financial services industry preferred If there’s... 
    Full time
    Temporary work
    Local area

    U.S. Bank

    Louisville, KY
    4 days ago
  • $7.25 per hour

     ...changing jobs or starting your career at a growing company with an...  ...of clients reach their financial goals. Peoples Bank is one...  ...branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and...  ...obtain goals, while providing industry leading customer service.... 
    Hourly pay
    Part time
    Work experience placement
    Local area
    Shift work
    Night shift

    Peoples Bancorp (OH)

    Louisville, KY
    3 days ago
  •  ...changing jobs or starting your career at a growing company with an...  ...of clients reach their financial goals.Peoples Bank is one of...  ...branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and...  ...obtain goals, while providing industry leading customer service.Job... 
    Part time
    Work experience placement
    Local area
    Night shift

    Peoples Bancorp (OH)

    Louisville, KY
    1 day ago
  •  ...IN - New Albany Full time R230121 Position Overview...  ...experience aimed at improving customer financial wellbeing and creating loyalty...  ...days each year, depending on career level; and years of service....  ...Act) and/or the Financial Industry Regulatory Authority (FINRA),... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    New Albany, IN
    1 day ago
  •  ...gross tax due for the Kentucky and Tennessee based facilities...  ...beverage manufacturing industry. Proficient in...  ...understanding of related financial implications. Who...  ...in the Market than a career at Brown-Forman. Being...  ...Herradura, el Jimador, Korbel, New Mix, Old Forester, The... 
    Work at office
    Worldwide
    Flexible hours

    Brown-Forman

    Louisville, KY
    4 days ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual...  ...our full-time Financial Representative career, allowing you to: Learn how to...  ...a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Louisville, KY
    1 day ago
  •  ...will be based in Louisville, Kentucky at the Oxmoor Manor Branch....  ...aimed at improving customer financial wellbeing and creating loyalty...  ...SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA),...  ...off, benefits, learning and career development, wellness programs... 
    Full time
    Part time
    Work experience placement
    Work at office

    PNC

    Louisville, KY
    4 days ago
  •  ...experience aimed at improving customer financial wellbeing and creating loyalty...  ...in performance management and new hire selection processes....  ...days each year, depending on career level; and years of service....  ...Act) and/or the Financial Industry Regulatory Authority (FINRA),... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Louisville, KY
    3 days ago
  •  ...Private Wealth Advisor (Pwa) One of the largest and oldest financial institutions in The Ohio Valley has an opening for...  ...external sales and the development of new client relationships within the...  .... Stay informed about industry trends, market developments, and... 
    Temporary work
    Work experience placement
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    Professions

    Louisville, KY
    5 days ago
  •  ...As a wealth advisor you will work directly with the wealth management...  ...that include a coordinated financial strategy that aligns with each...  ...Active participant in obtaining new clients in partnership with strategic...  ...they need to achieve their career goals. We offer an innovative... 

    Mariner

    Louisville, KY
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor - Kentucky (Career Changer / New to Industry). Be the first to apply!