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. Qualifications 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
- ...WealthBridge Financial Group seeks a dynamic Regional Vice President (RVP) to provide senior leadership to Managing Directors across the region and to drive growth, advisor development, and market expansion. The RVP translates vision into action, ensures strong compliance...Suggested
$19.23 - $28.37 per hour
## Financial Wellness AssociateApplylocations: Caldwell, IDtime type: Full timeposted on: Posted Yesterdaytime left to apply: End Date... ...and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required)*...SuggestedHourly payWork experience placementWork at officeDay shift- ...Associate Financial Planner Working together, Mainspring Wealth Advisors, LLC is pleased to provide clients with comprehensive financial planning and personalized wealth management. Every individual's strength and expertise are made stronger by the bonds of shared values...SuggestedFor contractorsWork at office
$20 - $24 per hour
...offering appropriate products and services, and responding to inquiries in a timely manner. Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs. Make recommendations and...SuggestedImmediate start$17 - $20 per hour
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, including high-volume collection...SuggestedHourly payFull timeWork at officeLocal areaShift work$20 - $24 per hour
...offering appropriate products and services, and responding to inquiries in a timely manner. Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs. Make recommendations and...Immediate start- ...Job Description Job Description We are seeking an Associate Financial Planner for our wealth management firm in our Caldwell, Idaho Office. Candidates who thrive in a small firm environment and want to be involved in all aspects of the business are of high interest...Work at office
- ...Successful Candidate Attributes: • Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3-5 units per month...Remote work
- Under immediate supervision, will serve as a Financial Services Representative under the direction of the Branch Manager. Work assignments... ...applications, balances, transfers, researching accounts and consultation as needed. Responsible for changing, adding, and deleting...Immediate start
$17 - $20 per hour
Job Title Financial Services Representative (Bilingual) Overview Support branch operations by delivering outstanding customer service, processing loan applications, and building strong client relationships. Key Responsibilities Guide customers toward upward credit mobility...Hourly payFull timeWork at officeLocal areaShift workWeekend workAfternoon shift$17 per hour
Retail Banking Teller Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked...Work experience placementFlexible hours- ...A community-focused financial institution in Caldwell, Idaho is seeking a Financial Services Representative. This role involves supporting FSR staff, managing member inquiries, and processing loans with a focus on professionalism and accuracy. Ideal candidates will have...
- ...and to provide customized banking insights and solutions. Drives financial performance through profitable revenue and growth and quality... ...as the Commercial client “expert” in providing differentiating consult, ideas, and options. Champions and leads business development efforts...
- ...applying for any new position.** Acknowledge ( **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,...Work at officeFlexible hoursShift workWeekend workDay shift
- About The Role Love Where You Work! At Mountain West Bank , our employees love where they work! Our employees describe our culture as one that promotes having fun at work and being one big happy family. We take every opportunity we can to recognize and appreciate...Hourly payFull timeTemporary workPart timeWork at officeLocal areaVisa sponsorshipWork visaMonday to Friday
- ...the lobby, educate on self-service banking, and process cash transactions accurately. You will build relationships to meet clients' financial needs and connect them to solutions that support their goals. The role emphasizes a strong work ethic, excellent communication,...Weekend work
- About The Role Mountain West Bank is seeking a Personal Banker for our Nampa 12th Street branch in Nampa, Idaho. As a Personal Banker, you will support Mountain West Bank's mission to deliver exceptional customer experiences. This position is responsible for the professional...Hourly payFull timeTemporary workPart timeWork at officeLocal areaVisa sponsorshipWork visa
$19.7 - $24.62 per hour
Rogue-Credit-Union is seeking a Mortgage Loan Officer in Caldwell, Idaho. This role involves interviewing loan applicants, explaining mortgage options, and cultivating relationships with members and real estate professionals. The ideal candidate will have strong communication...Hourly pay- About The Role Mountain West Bank operates exclusively in the state of Idaho serving Bonners Ferry, Ponderay, Sandpoint, Coeur d’Alene, Post Falls, Hayden, Boise, Wallace, Meridian, Eagle, Nampa, Hailey and Ketchum. We are one of 17 division banks under the Glacier Bancorp...Hourly payFull timeTemporary workPart timeWork at officeLocal areaVisa sponsorshipWork visaMonday to Friday
$70k - $75k
...Job Description Job Description Associate Financial Planner What’s In It For You? • Competitive salary: $70,000–$75,000 • Clear career growth path with increasing responsibilities and client exposure • Opportunity to earn Series 7 and 66 licenses if not already...$17 - $20 per hour
...Financial Services Representative World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an...Hourly payFull timeInterim roleWork at officeLocal areaShift workWeekend workAfternoon shift$17 - $20 per hour
Position Overview World Finance is seeking a Financial Services Representative (Bilingual) to guide customers on their financial journey. The role supports the Branch Manager and focuses on customer service, loan processing, and branch operations. Hourly Pay: $17-$20 Responsibilities...Hourly payFull timeWork at officeLocal areaShift workWeekend workAfternoon shift- ...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
$19.25 per hour
Job Description Wage - $19.25 per hour Schedule – Varies, Full Time, 8hr shifts, 2rd Shift (3pm to 12 am), days varies Part Time Available as well - Benefits will different from Full Time positions Our staff also enjoy these benefits: ~ Health, dental,...Hourly payFull timeTemporary workPart timeLocal areaShift work$75.2k - $90.3k
...are inspired by big challenges, driven to learn and grow, and dedicated to making a meaningful difference. ABOUT THE ROLE The Financial Analyst for Entegral plays a key role in analyzing, evaluating and optimizing our financial and operational performance. Operating...Full timeWork experience placementRemote workWork from homeFlexible hours- Service Center Nampa - 1st St South Job Summary Caliber Collision has an immediate job opening for an Auto Parts Coordinator to inspect, verify, and distribute parts to workstations while confirming arrival and accuracy with Body Technicians. The Parts Coordinator...Weekly payImmediate start
$115k - $145k
...but typically include an academic or industry expert, senior consultants, and Analysts. Within a case team, you will make important contributions... ..., involving key responsibilities such as: Developing financial and economic models; Analyzing large datasets; Examining...Full timeWork experience placementLocal area$77.2k - $96.5k
...in business, Accounting, MIS, Finance, or related field ~3+ years supporting or implementing Oracle EBS R12 and/or Oracle Cloud Financials ~ Hands-on experience with Order-to-Cash (O2C) and/or Procure-to-Pay (P2P) processes ~ Proficiency with Oracle Cloud...Full timeShift work- ...Beauty Advisor, you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative approach and ensure an excellent overall client experience. You will maintain expert knowledge of top beauty brands, execute...Part timeFlexible hoursNight shiftWeekend work
- ABOUT As a Mass Communication Specialist, it’s your job to tell our story. Use your creativity to educate and inform the public about the achievements of Sailors in America’s Navy. Travel the world, document military operations and develop high-profile media campaigns...Full timeLocal areaOverseas
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