Financial Consultant
WealthBridge Financial Group
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them reach their long-term financial objectives. You will conduct comprehensive financial analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization. The ideal candidate is someone who possesses a solid understanding of financial products and services and has a passion for helping clients achieve their financial goals. You will have the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group's client base. At WealthBridge, we pride ourselves on our commitment to integrity, innovation, and excellence in service. Join us and help make a positive impact on the financial well-being of individuals and families. Requirements Bachelor's degree in finance, economics, or a related field. Previous experience in financial consulting or a similar role is preferred. Strong analytical and problem-solving skills. Excellent communication and interpersonal skills. Ability to build and maintain relationships with clients. Familiarity with financial planning software and investment products. 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
- ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide...Suggested
- ...admission packets and for the verification of benefits along with all patient demographic information in the patient accounting system. Financial counseling of patients and/or guarantors and collecting any out of pocket (deductibles, copays, exhausted days, etc). Provide...SuggestedLocal 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 Advisor...SuggestedWork at officeFlexible hours
$61k - $119k
...Education 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...SuggestedFull timeContract workFor contractorsWork at office- ...consideration into our selection process. If you’ve considered starting a business, this may what you’re looking for. As a Financial Representative, you will work with individuals, families, and small businesses to help them protect and grow their financial...Suggested
$50k
...Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business...Work at officeHome officeFlexible hours$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- ...Job Description Job Description * Simple Staffing is hiring for this position on behalf of Northwestern Mutual * As a Financial Representative, you will work with individuals, families, and small businesses to help them protect and grow their financial future....
- ...Job Description Job Description HHM Wealth Advisors, LLC Incumbent advisor is expected to utilize our financial planning process along with his/her knowledge of investment strategies, tax, securities, insurance, and retirement plans to assist clients in building...Afternoon shift
$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 timeInternshipLocal areaFlexible hours- ...Northwestern Mutual is offering an internship for College Financial Representatives in Chattanooga, Tennessee. Interns will receive guidance in building a financial planning practice, engage with experts, and have the chance to interview for full-time roles upon graduation...Full timeInternship
- ...Merrill Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth management... ...your success.Grow your business knowledge by using a defined consultative approach to systematically identify client needs and...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Summary: The Relationship Banker serves as a trusted financial guide and a dynamic customer champion. This dual professional not only deepens... ...and Responsibilities: Relationship Bankers will actively consult with both Consumer and Small Business clients and collect information...Flexible hours
- ...am - 5:00pm SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting...Temporary workWork at office
- ...the specified location. Summary: The Relationship Banker serves as a trusted advisor engaging clients in consultative conversations to understand their financial goals and recommend tailored solutions. Responsibilities include promoting and selling bank products and services...Work at office
- ...Role Overview The Relationship Banker serves as a trusted advisor engaging clients in consultative conversations to understand their financial goals and recommend tailored solutions. Key Responsibilities Promote and sell bank products and services to drive growth. Deepen...Work at office
$75k - $90k
Title: Information Security Analyst IV Location: Chattanooga, TN DIRECT HIRE Salary: $75,000 - $90,000/year + Benefits Relocation Assistance: YES The Information Security Analyst IV works in support of Information Security and Compliance requirements...Full timeLocal areaRelocation package- Security Analyst II Corporate Headquarters - Chattanooga, TN 37402 Overview Position Type Full Time Job Shift M - F 8:00 - 4:45 Education Level 4 Year Degree Category Banking Description JOB SUMMARY: The Security Analyst II is responsible for advancing...Full timeWork experience placementShift work
- ...8:30AM-1:00PM (Average 25 hours) SUMMARY Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail banking environment. Often serving as the first point of contact to the client, may have responsibility for...Part timeWork at officeMonday to FridayNight shift
$43.89k - $150k
...Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera... ...Preferences Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist Two (2) years of Financial...Full timeTemporary workLocal areaFlexible hours- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Local area
- ...six months of employment.FirstBank does not accept unsolicited resumes from agencies and staffing firms. Recruitment agencies and consultants may not submit resumes directly to managers. FirstBank will not pay fees to any third-party agency or company that does not have...
$100 per hour
...preferable within the banking or credit union industry. Excellent interpersonal and communication skills, with the ability to explain financial concepts clearly and understandably; bilingual communication skills highly preferred. Exceptional problem‑solving skills and the...Hourly payPart timeWork at officeWeekend work- ...nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US. Loomis prides itself on providing employees with opportunities for career...Shift work
- ...Senior Financial Services Representative Looking to join a Great Place to Work Employer and become a valued member of our growing team? At SmartBank, we're not just offering a job; we're inviting you to be a part of a culture built on excellence. At SmartBank, our...Work at officeLocal area
- ...complete with a detailed analysis of repayment sources, collateral analysis and well-supported risk rating recommendation.Prepares financial statement spreads using designated software products and templates after receipt of a financial package and initial loan request....
$16 per hour
...Financial Services Representative The Financial Services Representative (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs. This role requires daily outbound calling...Hourly payWork at officeLocal areaShift work- Loan Officer AssistantCrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten...Temporary workWork at office
$38.48k
...nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US. Loomis prides itself on providing employees with opportunities for career...Full timeMonday to FridayFlexible hoursShift work- ...Paid time off Training & development ROLE DESCRIPTION As a Financial Services Representative - State Farm Agent Team Member with Trey... ...of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options....
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