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.

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.
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

Apply

Vacancy posted 1 day ago

Similar jobs that could be interesting for youBased on the Financial Consultant in Roseville, MN vacancy

Financial Consultant
...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...
Suggested
WealthBridge Financial Group
Maplewood, MN
1 day ago
Financial Consultant
$136.8k - $205.2k
...building a career grounded in purpose, growth, and impact.A Day in the LifeThe Gross Margin and Integrated Business Planning (IBP) Financial Consultant sits at the center of portfolio, margin, and planning decisions, helping translate business performance into insights that...
Suggested
Full time
H1b
Work at office
Local area
Immediate start
Flexible hours
Medtronic
Minneapolis, MN
3 days ago
Financial Consultant
$72.8k - $130k
...you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. The Financial Consultant will be the assistant Oracle EPM administrator. Oracle EPM is the SG&A forecasting software used by Optum with a focus on labor...
Suggested
Minimum wage
Full time
Work experience placement
Live in
Work at office
Local area
Remote work
Monday to Friday
Shift work
UnitedHealth Group
Minneapolis, MN
3 days ago
Financial Consultant- Oakdale, MN
$60k - $75k
...Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with...
Suggested
Full time
Work at office
Fidelity Investments
Saint Paul, MN
3 days ago
Financial Consultant
$80k - $105k
...Our firm is rapidly expanding, and we are currently looking for a new full-time Financial Consultant to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their...
Suggested
Full time
Work at office
Remote work
Foster Klima
Minneapolis, MN
4 days ago
Financial Consultant
$136.8k - $205.2k
...career grounded in purpose, growth, and impact. A Day in the Life The Gross Margin and Integrated Business Planning (IBP) Financial Consultant sits at the center of portfolio, margin, and planning decisions, helping translate business performance into insights that...
H1b
Work at office
Local area
Immediate start
Flexible hours
Medtronic
Minneapolis, MN
1 day ago
Financial Representative
...Default: Location : City ROSEVILLE Overview The purpose of the Financial Representative is to meet the needs of middle-income clients... ...and conducts all appointments using Western & Southern Life consultative practices and processes. Effectively sells insurance and investment...
Work at office
Local area
Western & Southern Life
Roseville, MN
1 day ago
Workday Financials Sr Consultant
$116k - $229.1k
...bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-... ...ends on 9/30/2026Work you'll doAs a Workday Financials Sr Consultant, you will lead project workstreams, identify and document business...
Local area
Deloitte
Minneapolis, MN
3 days ago
Senior Financial Consultant - Workday Success Plans - Spend Management
$140.3k - $210.5k
...Plans team works directly with customers through targeted micro consulting engagements to help solve their business needs using the... ...methodologies.Our Consultants have a deep understanding of Workday Financials applications. In this position, we are looking for expertise...
Full time
Remote work
Home office
Flexible hours
Workday
Minneapolis, MN
4 days ago
Senior Institutional Financial Products Consultant
$111.3k - $207.8k
Overview:The Senior Institutional Financial Products Consultant plays a pivotal role in advancing the strategy, growth, and development of Institutional Financial Products (IFP) within our Institutional Retirement Solutions (IRS) market segment. This role identifies emerging...
Full time
Contract work
Work at office
Home office
Flexible hours
3 days per week
Securian Financial
Saint Paul, MN
4 days ago
Workday Certified Financials Accounting Center/Prism Consultant
...transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track... ...way to work.As a Workday Financials Accounting Center/Prism Consultant your primary responsibilities may include:Manage teams in the...
Full time
Work experience placement
Live in
Work at office
Local area
Accenture
Minneapolis, MN
2 days ago
Financial Consultant
$133.6k - $200.4k
...Finance Consultant At Medtronic you can begin a life-long career of exploration and innovation, while helping champion healthcare access... ...The Finance Consultant role will drive Medtronic's long-range financial planning, lead market benchmarking and reporting, partner...
Work experience placement
Work at office
Local area
Flexible hours
Medtronic Plc
Minneapolis, MN
3 days ago
Financial Consultant
...Advisors can do business with any client who resides in the USA. We are seeking an eager, strategic, and definitive Associate Financial Consultant to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven...
Full time
Start working today
Foster Klima
Minneapolis, MN
5 days ago
Financial Consultant
$136.8k - $205.2k
## Consultant financierPostulerremote type: Sur sitelocations: Minneapolis, Minnesota, United States of America: Lafayette, Colorado, United... ...** The Gross Margin and Integrated Business Planning (IBP) Financial Consultant sits at the center of portfolio, margin, and...
H1b
Local area
Immediate start
Flexible hours
Medtronic plc
Minneapolis, MN
1 day ago
Relationship Banker
...Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day....
Work at office
Flexible hours
Shift work
Weekend work
Day shift
Bank of America
Roseville, MN
5 days ago
Personal Banker
$5,500 per month
...hiring for a Personal Banker at our Roseville South branch. As a Personal Banker, you are the frontline of Blaze and a trusted financial guide for Members. You'll engage directly with members to understand their goals, identify their financial needs, and confidently...
Full time
Currently hiring
Monday to Friday
Blaze Credit Union
Roseville, MN
4 days ago
Personal Banker I
Come be a part of something greater! Great Southern Bank is committed to fostering an environment where everyone can contribute and succeed at every level. By embracing diversity, we celebrate and value differences in age, outlook, cultural background, lifestyle, and physical...
Monday to Friday
Great Southern Bancorp
Roseville, MN
2 days ago
Financial Planning Advisor
$62k - $80k
...Description The Planning Advisor at Great Waters Financial serves as a key liaison between new clients, existing clients, and our client-facing advising team. This role is responsible for gathering client data, building customized financial plans, and delivering recommendations...
Great Waters Financial
Shoreview, MN
4 days ago
Patient Financial Representative
$18 - $20 per hour
...Job Title: Patient Financial Representative Location: 1200 County Road E., Arden Hills, MN 55112, United States Working Model: Training... ...& Associates, Psychiatric Associates, Sandhill Counseling & Consultation, and Vantage Point. Here, you'll find a supportive, inclusive...
Hourly pay
Full time
Temporary work
Work at office
Remote work
Flexible hours
Sagent Behavioral Health
Arden Hills, MN
5 days ago
Financial Advisor
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...
Full time
Contract work
For contractors
Work at office
Northwestern Mutual Life Insurance Company
Saint Paul, MN
1 day ago
Financial Advisor
$100k - $130k
...00/yr - $130,000.00/yr White Oaks Wealth Advisors, a fee‑only financial planning firm in Minneapolis, is seeking a Financial Advisor to... ...by having a 15‑ to 30‑minute Zoom interview conducted by our consultant (the hiring manager for this position). If there is ground to...
Full time
Summer work
Work at office
Immediate start
White Oaks Wealth Advisors
Minneapolis, MN
3 days ago
US Experienced Financial Advisor
$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...
Work at office
Work from home
Home office
Flexible hours
Edward Jones
Minneapolis, MN
2 days ago
Financial Counselor
...Financial Counselor Join our organization whose mission is improving lives, transforming communities, and achieving health equity for everyone. People's Center Clinics & Services (PCCS) is a Federally Qualified Health Center located in the heart of Minneapolis, Minnesota...
Temporary work
For contractors
Work at office
Local area
Cedar Riverside People'
Minneapolis, MN
4 days ago
Financial Advisor
$45k - $100k
...is anticipated to remain open for 30 days, from 13-Jan-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million...
Traineeship
Work at office
Local area
Work from home
Home office
Flexible hours
Edward Jones
Minneapolis, MN
2 days ago
Financial Advisor
...Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow...
Thrivent Financial
Saint Paul, MN
2 days ago
Financial Advisor
...Executive Search has been retained by a well-established, fee-only wealth management firm in the Twin Cities to recruit an Associate Financial Advisor to support a growing advisory team. This is a fantastic opportunity for an early-career advisor looking to grow with a...
Garry Executive Search
Golden Valley, MN
3 days ago
Security Sales Manager
$105.8k - $165.35k
...resolution, and exercise managerial courage when needed. Action-oriented, results-driven, and able to manage and measure team performance. Financial business acumen, including forecasting and P&L experience. Ability to travel nights and weekends to accommodate customer needs....
Work at office
Night shift
Weekend work
Johnson Controls
Roseville, MN
4 days ago
Financial Advisor
$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
Woodbury, MN
1 day ago
Financial Advisor
$250k - $400k
...process. Associated Bank conducts a thorough background check on all new hires. Role Summary Help clients and prospects identify financial goals and needs through a holistic financial planning approach, providing investment, insurance, brokerage, advisory, and related...
Hourly pay
Full time
Shift work
Associated Banc-Corp
Minneapolis, MN
5 days ago
Financial Advisor
...time off Competitive salary Description A successful wealth management team at a Registered Investment Advisory firm is hiring a Financial Advisor position to join the team to help provide holistic wealth management solutions to existing clients. This position is to assist...
Work at office
Everest Financial Group
Golden Valley, MN
1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!