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. 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
- ...Job Description Job Description 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...Suggested
WealthBridge Financial Group
Bellevue, WI7 days ago - ...Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. Financial Advisor is responsible for managing existing client relationships and formulating and implementing advice. They are also expected...SuggestedBank staffWork at officeLocal area
$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...SuggestedPart timeLocal areaImmediate startDay shiftBmo
Green Bay, WI1 day ago$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 hoursNorthwestern Mutual
Green Bay, WI1 day ago$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 area$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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...information obtained from members and prepares analyses/loan presentations for new and renewing loan requests.Analyzes corporate financial statements and tax returns, personal tax returns, and personal financial statements. This includes assessing cash flow, balance sheet...Work experience placementWork at officeWork from home
Capital Credit Union
Green Bay, WI5 days 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 pay$17 - $22.96 per hour
...interaction. In this front-line role, you'll process transactions accurately, identify opportunities to meet customer needs, and promote financial solutions that help our clients achieve their goals. Grow your banking knowledge while contributing to a team that values...Hourly payNight shiftAssociated Banc-Corp
Green Bay, WI2 days ago- ...credit union serving more than 130,000 members at over 20 locations. We take pride in being a progressive, member-owned, full service financial institution dedicated to serving the community. Fox Communities Credit Union believes our team members are our most important...Full timeTemporary workFlexible hours
Fox Communities Credit Union
Green Bay, WI3 days ago - ...matter what industry you're joining us from. Service, accuracy, organization - you'll get to do it all in this role as you expand your financial services expertise. If you crave a work environment that has life-friendly hours, a community-centered vibe, and is a place where...Work at officeMonday to FridayDay shift
West DePere Branch
De Pere, WI1 day ago - ...direct deposit, ACH, payroll deduction, wire transfers, and safe deposit boxes.Concentrates on building financial relationships with members, using a consultative approach. Discusses special promotions, and makes member referrals to Member Service Representatives, Mortgage...Work at officeNight shift
Capital Credit Union
Green Bay, WI2 days ago - ...and analysis. Essential Duties and Responsibilities: Reviews credit application Establishes lines of credit Conducts financial analysis including 3rd party report review Makes recommendations to the Manager of Credit. Prioritizes credit reviews for existing...
BayView Industries of Green Bay Inc
Green Bay, WI9 days ago - ...Experience & Qualifications We're looking for someone with basic previous mortgage experience or experience in a closely related financial, banking, lending, title, real estate, or similar field. You don't need to know everything on your first day. We would rather...Full timeImmediate startMonday to Friday
Executive Mortgage
Green Bay, WI3 days ago $50k - $65k
...Health insurance ~ Opportunity for advancement As a Financial Services Representative with Tiona Petrouske State Farm, you... ...licenses is necessary. ~Demonstrated sales ability with a consultative, needs-based approach. ~Ability to independently develop opportunities...Work at officeVisa sponsorship2 days per weekTiona Petrouske - State Farm Agent
Green Bay, WI2 days ago$141.89k - $243.24k
...Audit, Compliance, or a related field, or an equivalent combination of education and experience. ~8+ years of experience in the financial services industry with senior-level responsibilities related to Model Risk Management or Operational Risk Management. ~...Associated Banc-Corp
Green Bay, WI4 days ago- ...provides assistance to the Commercial Lenders as requested. As a Credit Analyst, you will: Spread and make interpretive analysis of financial statements, to include historical analysis and financial forecasting using the Baker Hill Statement Analyzer software; analyze...Work experience placement
- At Fortifi Bank, our Credit Analysts are responsible for analyzing current credit data and financial statements of individuals and businesses to determine the degree of risk involved in extending credit for use in the loan decision-making process.At Fortifi Bank, we do...
- ...Processor, you will: Assists retail bankers in screening customer loan applications to determine loan eligibility by compiling personal financial data daily. Log in required initial loan documents and review for compliance, discrepancies, and omitted data and follow up for...Self employmentLocal area
$46k - $48k
...Financial Aid Officer Evaluates and verifies financial aid applications, assists with reporting to facilitate the awarding of financial aid to qualifying students, triages financial aid processes, and awards financial aid. This position will serve multiple roles within...Full timeH1bWork at officeImmediate startRemote workVisa sponsorshipWork visaFlexible hoursUniversities of Wisconsin
Green Bay, WI1 day ago- We currently have a career opportunity at our Main Street branch in Green Bay for a Part-Time Teller (20 hours/week)! The Teller creates a positive first impression and establishes strong member relationships, processes member transactions, and assists members with account...Temporary workPart timeFlexible hours
- ...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
Foursight Capital LLC
Green Bay, WI1 day ago - ...all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity... ...and maintains good relationships with customers. Exhibits consultative skills to provide recommendations based on financial analysis...Work experience placementLocal areaImmediate startRelocation
Chase
Green Bay, WI4 days ago - ...Vice President, Commercial Loan Officer About the Company A growing, mid-sized financial institution with advancement opportunities. Industry Banking Type Privately Held About the Role The Company is seeking a Vice President, Commercial Loan Officer...
$20 per hour
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Job Summary** The Vehicle Acquisition Specialist at Georgica Auto Holdings is responsible for sourcing and purchasing...Georgica Auto Holdings
De Pere, WI2 days ago- Job Description Job Description Director of Brokerage and RIA Operations If you know that operational excellence and regulatory compliance aren't mutually exclusive, and believe that "we'll clean it up later" is not an acceptable control environment, we should...
MRINetwork Jobs
Green Bay, WI24 days ago $18 - $22 per hour
Company: Gerber Collision & Glass Great Teams Don't Happen by Accident Built with Intent. Driven by YOU. At the Gerber Collision & Glass , our teams work to provide the elite infrastructure and supportive environment you need to Be the Best and outperform...Hourly payDaily paidFull timeTemporary workThe Boyd Group
Green Bay, WI4 days ago- ...****@*****.*** Job Description: Leads system forecasting process and is a key contributor to annual and long-range financial planning of health system revenues and expenses. Assists numerous service lines as a dedicated financial and business partner....Full timeLocal areaWork from homeMonday to FridayShift work
$50k - $55k
As a Financial Analyst, this professional will be responsible for examining financial data, preparing reports, and providing insights to support decision-making and financial planning, with a focus on transactions related to the full order-to-cash cycle, the accounts receivable...- Job Description Job Description Technical Solutions Expert (TSE) Roland Machinery Company is a family owned company that was established in 1958 and, is one of the Mid-West’s leading heavy equipment dealers representing more than twenty-five outstanding manufacturers...Full time
Roland Machinery Co
De Pere, WI4 days ago
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