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

Financial Consultant - Learn & Lead in Advanced Strategies for HNW Clients

WealthBridge Financial Group

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 #J-18808-Ljbffr

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant - Learn & Lead in Advanced Strategies for HNW Clients in Grandview, MO vacancy
  • $230k - $400k

     ..., we partner with clients to drive enterprise...  ...business strategy, operational excellence...  ..., identifying and advancing opportunities, and positioning consulting services to address...  ...consulting solutions, leads pursuit and...  ...Meet or exceed financial goals by advancing... 
    Suggested
    Full time
    Contract work
    Work experience placement
    Work at office
    Local area

    Burns & McDonnell

    Kansas City, MO
    1 day ago
  •  ...to delivering holistic financial planning and...  ...mission is to empower clients to define their future...  ...the optimal tools and strategies to achieve those aspirations...  ...Expertise: Be part of a leading wealth management firm...  ...development, continuous learning, and professional... 
    High net worth
    Local area

    Skybound Wealth Management

    Kansas City, MO
    3 days ago
  • $150k - $165k

     ...Area Chief of Staff is to lead, develop and manage...  ...safe, effective, patient/client centered, timely,...  ...a proactive retention strategy, and creating a culture...  ...workflows. Ensure experiential learning to develop clinical,...  ...Manages Conflict Financial Acumen Managers Complexity... 
    Suggested
    Temporary work
    Local area
    Flexible hours
    Shift work

    Banfield

    Grandview, MO
    2 days ago
  •  ...Client Manager – Employee Health & Benefits Our...  ...meaningful impact every day. Learn more about what makes...  ...model of a local consultant with the global resources of the world’s leading professional services firm...  ...you will shape marketing strategies for client renewals and... 
    Suggested
    Local area
    Night shift

    Marsh LLC

    Overland Park, KS
    4 days ago
  • $134.28k - $164.12k

     ...serve to make better and smarter financial decisions and enabling the...  ...your career. Try new things, learn new skills and discover what...  ...Wealth Management (PWM) helps clients identify and achieve their...  ...clients and formulating customized strategies to address their needs... 
    High net worth
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    Kansas City, MO
    1 day ago
  • $70k - $90k

    A leading content strategy agency in Kansas City is looking for a Lead Content Strategist. This role involves creating and executing innovative content strategies for major clients, leading a cross-functional team, and effectively communicating with stakeholders. Candidates... 

    Gondola

    Kansas City, MO
    4 days ago
  • A leading engineering consultancy is looking for an Industrial Client Service Leader focused on the expanding data center market. The candidate will drive business development and client relationship management, requiring 12 years of relevant experience. This role emphasizes... 

    CDM Smith

    Kansas City, MO
    4 days ago
  • $110k - $130k

     ...Aon is looking for a Private Client Account Executive. As part of an industry leading team, the Private Client Account...  ...through superior service, pricing, consultation, and reporting. Brokers and...  ...as well. Our continuous learning culture inspires and equips you... 
    High net worth
    Full time
    Temporary work
    Part time
    Local area
    Remote work

    Aon

    Kansas City, MO
    2 days ago
  • $166k - $249k

     ...SVP, Private Client Relationship Manager Jackson, WY SVP, Private Client Relationship Manager Location:...  ...relationships. You excel at business development, complex financial planning, and delivering customized wealth strategies that help clients achieve their goals. You... 
    High net worth
    Full time
    Work at office
    Flexible hours

    First Western

    Kansas City, MO
    4 days ago
  • $81k - $135k

     ...industries, Aprio ensures clients are prepared for...  ...looking for a Financial Planner to join...  ...with clients to learn about their unique...  ...starting out, looking to advance into management or...  ..., industry-leading benefits and a flexible...  ...-attest tax and consulting services, and... 
    High net worth
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours

    Aprio

    Overland Park, KS
    1 day ago
  •  ...building relationships with high-net-worth and private banking clients , this could be your next opportunity. As a Private Client Associate...  ..., collaborative environment Grow your career with a thriving financial institution that values your contributions What you\'ll bring:... 
    High net worth

    PEG Staffing & Recruiting

    Kansas City, MO
    2 days ago
  •  ...Transportation Client Coordinator Award-winning, inclusive...  ...impact every day. Learn more about what makes us...  ...model of a local consultant with the global resources of the world's leading professional services firm...  ...within this position and advance into roles increasingly... 
    Work at office
    Local area
    Night shift

    Marsh McLennan

    Leawood, KS
    5 days ago
  •  ...Client Coordinator - Agribusiness Insurance Our not...  ...impact every day. Learn more about what makes us...  ...service model of a local consultant with the global resources of the world's leading professional services firm...  ...this position and advance into roles increasingly... 
    Work at office
    Local area
    Night shift

    Mercer France

    Overland Park, KS
    2 days ago
  •  ...Description The Lead Instructional Designer...  ...implementing engaging learning experiences that support...  ...based contractor networks, clients, and other external stakeholders...  ...'s long-term learning strategy and capability-building...  ...experience; advanced education, certifications... 
    Full time
    For contractors
    Immediate start

    Drug Free Sport LLC

    Kansas City, MO
    1 day ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual...  ...where you can help your clients achieve their goals through...  ..., and development strategies you need to be...  ...team, or becoming an advanced advisor. Responsibilities...  ...from industry experts, learn the art of client acquisition... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Leawood, KS
    2 days ago
  •  ...Kansas City, we believe financial planning is about...  ...financial strategies that help clients build, protect, and...  ...proactive support. Continue learning and developing your...  ...Opportunities for career advancement and long-term growth...  ...client experience. Lead with integrity,... 

    Guardian Kansas City

    Overland Park, KS
    2 days ago
  •  ...Guardian Kansas City, we believe financial planning is about more...  ...customized financial strategies that help clients build, protect, and grow their...  ...support. Continue learning and developing your expertise...  ...Opportunities for career advancement and long-term growth. The... 

    WizeHire

    Overland Park, KS
    2 days ago
  • $60k - $120k

     ...Financial Advisor Associate Training, Licensing & Mentorship...  ..., and eager to learn, we’ll provide the training...  ...Programs Career Advancement Opportunities Mentorship...  ...Planning Technology CRM & Client Relationship Tools...  ...comprehensive planning strategies while providing... 
    Immediate start
    Remote work

    Career Headhunter LLC

    Overland Park, KS
    3 days ago
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern...  ...where you can help your clients achieve their goals...  ...building, and development strategies you need to be...  ...team, or becoming an advanced advisor. Responsibilities...  ...from industry experts, learn the art of client acquisition... 
    Work at office

    Unavailable

    Kansas City, MO
    1 day ago
  • About the job Financial Consultant (Remote) Empower Your Family...  ...Role About Us: We’re a leading financial services...  ...in the lives of our clients. Why This Role is Perfect...  ...about financial strategies that align with their...  ...Bring: A Willingness to Learn: Whether you’re already... 
    Remote job
    Extra income
    Immediate start
    Work from home
    Flexible hours

    Melius Consulting

    Overland Park, KS
    2 days ago
  •  ...Premier Client Banker - PNC Wealth...  ...Develop and execute strategies to proactively...  ...and manage leads and client...  ...needs based and consultative conversational...  ...interaction. Delivers Financial Wellness by...  ...through advanced relationship building...  ...of service.To learn more about... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Kansas City, MO
    3 days ago
  •  ...meet specifications, advanced organizational quality...  ...strategic objectives. Lead complex QA automation...  ...by establishing robust strategies, mentoring team members...  ...inspire confidence in our clients and communities...  ...relationships, continuous learning, and a shared... 

    H&R Block, Inc.

    Kansas City, MO
    5 days ago
  •  ...Tax Manager - Private Client Services RubinBrown is one of the nation's leading accounting and professional consulting firms with a commitment to building personal relationships and delivering totally satisfied clients. The RubinBrown name and reputation are synonymous... 
    High net worth
    Work at office
    Weekend work
    Afternoon shift

    RubinBrown

    Kansas City, MO
    2 days ago
  • $91k - $321.5k

     ...Manager, you will lead teams, focusing...  ...tools used by client-facing teams...  ...compliance and consulting workstreams and...  ...review and analyze financial data for tax...  ...state tax planning strategies to optimize tax...  ...for an advanced degree such as...  ...following policy: Learn more about how... 
    H1b
    Local area

    PwC

    Kansas City, MO
    1 day ago
  • $119.83k - $209.73k

     ...leadership role is responsible for advancing remedial action strategies, ensuring the effective...  ...to drive sales growth and client retention. Key...  ...Design-Build Experience: Lead or support the design-build...  ...supporting their efforts to learn and grow. We strive to create... 

    CDM Smith

    Kansas City, MO
    3 days ago
  • $123k - $150.7k

     ...and technology for our clients. We are committed to...  ...JLL as a Regional IFM Lead on a global client account...  ...of the NORAM financial budget baseline, ensuring...  ...culture, directing, and advancing robust cross-functional...  ...developing cost-control strategies within a contractual... 
    Daily paid
    Local area
    Monday to Friday
    Flexible hours

    Jones Lang LaSalle IP, Inc.

    Kansas City, MO
    2 days ago
  •  ...A tax consulting firm in Kansas City is seeking an experienced Tax Manager/Senior Manager to oversee and manage tax planning and compliance...  ...in tax. Key responsibilities include developing tax strategies, filing returns, and ensuring legal compliance. Excellent analytical... 

    QTM (Quantum Talent Management)

    Kansas City, MO
    13 hours ago
  •  ...measurement, data, and insights. You will lead a multidisciplinary team and drive strategic client engagements. You will partner with media strategy, activation, and creative to embed...  ...decision making into campaigns while advancing privacy-aware measurement in a fast-paced... 
    Full time
    Remote work

    BarkleyOKRP

    Kansas City, MO
    2 days ago
  •  ...responsible for acquiring new clients, deepening client...  ...registration. Responsibilities Leads the Client Process Management...  ...preferences, and overall wealth strategy, being responsive to changes...  ...private banking and/or complex financial services experience or equivalent... 
    Shift work
    Day shift

    Bank of America

    Kansas City, MO
    3 days ago
  •  ...Millwork, a Mead Lumber Company is a leading provider of products for professional...  ...professional development, providing ongoing learning and advancement opportunities. Job Summary: The...  ...a unique benefit that can provide a financial source for your future/retirement... 
    Permanent employment
    For contractors
    Flexible hours

    Mead Lumber Company Inc

    Grandview, MO
    18 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant - Learn & Lead in Advanced Strategies for HNW Clients. Be the first to apply!