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

Wealth Advisor

WealthBridge Financial Group

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. 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

Vacancy posted 9 hours ago
Similar jobs that could be interesting for youBased on the Wealth Advisor in Springfield, MA vacancy
  •  ...TD Bank is seeking a Financial Advisor in Longmeadow, Massachusetts, to guide clients in achieving their financial goals. This full-time role involves offering tailored investment management solutions and maintaining strong client relationships. The ideal candidate will... 
    Suggested
    Full time

    TD Bank

    Longmeadow, MA
    2 days ago
  • $100k

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services...  ...through investment advice and guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the... 
    Suggested
    Full time
    Work at office
    Day shift

    Bank of America

    Springfield, MA
    4 days ago
  • $90k - $120k

     ...FINANCIAL ADVISOR – Come Support Clients Through Every Stage of Life and Grow With Our Team About Us We’re a full-service financial planning...  ...visions, and designing customized financial plans that support wealth building, retirement readiness, investment strategy,... 
    Suggested
    Full time
    Summer work
    Work at office
    Work from home
    Monday to Friday

    Grenier Financial Services

    Springfield, MA
    2 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start...  ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Springfield, MA
    3 days ago
  • $61k - $119k

     ...Northwestern Mutual is looking for financial advisors in Springfield, Massachusetts, where you can help clients achieve their financial goals through personalized planning. This is a chance to start your own business with unmatched earning potential, backed by award-winning... 
    Suggested

    Unavailable

    Springfield, MA
    2 days ago
  •  ...performance Opportunity for advancement Paid time off Training & development This role is also commonly known as a Financial Planner or Wealth Advisor. About Us We are a full-service financial planning and investment advisory firm located in downtown Springfield, MA. We help... 

    Grenier Financial Advisors

    Springfield, MA
    16 hours ago
  •  ...Job Title This role works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management...  ...'s individual circumstances and a lasting role as the client's advisor. As a fiduciary, this role will put the client's financial interests... 
    Traineeship
    Work experience placement
    Work at office

    Td Waterhouse

    Springfield, MA
    5 hours ago
  • $128k - $168k

    Financial Management Consultant Come join Strategic Planning & Delivery (SP&D) as our Financial Management Consultantwhere you'll bring hands-on financial leadership and rigorous oversight to a high-impact strategic spend portfolio. Your work will directly strengthen...
    Work experience placement
    Work at office

    Massachusetts Mutual Life Insurance

    Springfield, MA
    2 days ago
  •  ...Financial Advisor The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners...  ...their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment... 
    Work at office

    TD Bank

    Longmeadow, MA
    1 day ago
  • $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

    Springfield, MA
    16 hours ago
  • We are growing our relationship-driven retirement planning firm and looking for a Financial Advisor who wants to make a meaningful impact. Our clients entrust us with some of their most important financial decisions, and we respond with thoughtful guidance, personalized... 
    Work at office

    Bond Financial Group

    East Longmeadow, MA
    3 days ago
  • The Opportunity:Come join Strategic Planning & Delivery (SP&D) as our Financial Management Consultant—where you’ll bring hands-on financial leadership and rigorous oversight to a high-impact strategic spend portfolio. Your work will directly strengthen value realization...
    Full time
    Work experience placement
    Work at office

    MassMutual Financial Group

    Springfield, MA
    1 day ago
  • Northwestern Mutual is seeking College Financial Representatives for their internship program in Springfield, Massachusetts. The role involves building a financial planning practice while receiving guidance and support from a Fortune 500 company. Responsibilities include...
    Full time
    Internship

    Northwestern Mutual

    Springfield, MA
    16 hours ago
  • $1,000 per month

     ...growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Springfield, MA
    4 days ago
  • $72.5k - $95.1k

     ...MA or Boston, MA The Opportunity As an Insurance and Financial Services Audit Consultant, you'll play a key role as a trusted advisor on operational risk and internal controls. You'll partner closely with business leaders and colleagues to deliver an operationally,... 
    Full time
    Work experience placement

    Massachusetts Mutual Life Insurance

    Springfield, MA
    2 days ago
  • $1,000 per month

     ...growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship? Full‑time student; juniors and seniors preferred... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Springfield, MA
    16 hours ago
  • Senior FP&A Analyst Join Hire Hangar and work with fast-growing global companies while building a long-term career. Role Overview: We are seeking a Senior FP&A Analyst to serve as the primary finance interface for department heads and sales leaders. This is a senior...
    Work experience placement
    Remote work

    Hire Hangar

    Agawam, MA
    1 day ago
  • $25 - $38.46 per hour

     ...R-37898 Location: 1063 Riverdale Street - West Springfield, Massachusetts 01089 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client... 
    Hourly pay
    Full time
    Work experience placement
    Flexible hours
    Day shift

    Key Bank

    West Springfield, MA
    4 days ago
  • Springfield | 31 943 W Sproul Rd Springfield, PA 19064, USA Description Function Incumbent will create and manage the customer experience by determining the types of accounts and/or services needed to meet their individual financial needs. Incumbent will drive sales through...
    Work at office
    Local area

    Citadel Federal Credit Union

    Springfield, MA
    3 days ago
  • The OpportunityAs a Mastery Level Security Operations Center (SOC) analyst you’ll have an opportunity to be part of a growing team of highly technical Cybersecurity analysts who are passionate about protecting MassMutual’s assets and customers by leveraging Agentic capabilities...
    Full time
    Temporary work

    MassMutual Financial Group

    Springfield, MA
    3 days ago
  • $50k - $60k

     ...firm located in downtown Springfield, MA. We help clients build wealth, prepare for retirement, manage investments, plan for education...  ...to gain hands‑on experience under the mentorship of a seasoned advisor. Position Summary The Associate Financial Planner will support... 
    Full time
    Summer work
    Internship
    Work at office
    Immediate start
    Remote work
    Monday to Friday

    Grenier Financial Services

    Springfield, MA
    16 hours ago
  • $50k - $60k

     ...firm located in downtown Springfield, MA. We help clients build wealth, prepare for retirement, manage investments, plan for education...  ...structured mentorship and a clear path toward becoming a full advisor. Benefits 401(k) Bonus based on performance Opportunity for... 
    Full time
    Summer work
    Internship
    Work at office
    Remote work
    Monday to Friday

    Grenier Financial Advisors

    Springfield, MA
    1 day ago
  • $23.25 - $30.75 per hour

    Banking Professional Work Location: Springfield, Massachusetts, United States of America Hours: 40 Pay Details: $23.25 - $30.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development...
    Work at office

    TD Bank

    Springfield, MA
    3 days ago
  • A leading financial institution in Springfield, MA is looking for an Associate Relationship Banker to enhance client experiences and provide financial solutions. In this role, you will leverage technology and personal interactions to meet client needs in a welcoming branch...

    JPMorganChase

    Springfield, MA
    16 hours ago
  •  ...closing ratio of 80 percent Help individuals identify their unique financial needs and objectives: Establish and define the client/advisor relationship Gather data, including goals Analyze and evaluate financial status Develop and present financial planning recommendations... 
    Local area

    Pioneer Valley Financial Group

    Ludlow, MA
    2 days ago
  • $55k - $130k

     ...experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on...  ...Requirements Proven experience as a Financial Advisor or Wealth Advisor Active Life and Health Aspirations of becoming securities... 
    Flexible hours

    Charter Oak Insurance and Financial Services

    Holyoke, MA
    4 days ago
  • $25.89 - $34.96 per hour

    Job DescriptionPay: $25.89 - $34.96Your experience matters:At Valley Springs Behavioral Hospital, we are committed to empowering and supporting a diverse and determined workforce who can drive quality, scalability, and significant impact across our hospitals and communities...
    Full time
    Temporary work
    Flexible hours

    LifePoint Health

    Holyoke, MA
    4 days ago
  • Lifepoint Health® is hiring a Financial Counselor at Valley Springs Behavioral Hospital in Holyoke, Massachusetts. In this role, you'll manage patient accounts and guide patients through payment processes, ensuring clarity and compliance with policies. The ideal candidate...
    Full time

    LifePoint Health

    Holyoke, MA
    3 days ago
  •  ...Financial Aid Advisor - Lincoln Tech - East Windsor, CT campus We're looking for an experienced financial aid professional who understands the unique needs of career-focused students pursuing skilled trades education. If you have 1+ years of hands-on financial aid experience... 
    Full time
    Temporary work
    Immediate start

    Lincoln Technical Institute

    East Windsor, CT
    3 days ago
  •  ...Financial Advisor AssociateWork Location: Westfield, Massachusetts, United States of AmericaHours: 40Pay Details: $61,880 - $92,560 USDTD...  ...: The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing... 
    Temporary work
    Traineeship
    Work experience placement
    Work at office

    TD Bank

    Westfield, MA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor. Be the first to apply!