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
- ...Financial PlannerTrustmark Investment Management operates as a fiduciary in the management and advising Wealth clients. These activities... ...Certified Exit Planner) preferredCBEC(Certified Business Exit Consultant) preferredCEPA(Certified Exit Planning Advisor) preferredMBA...SuggestedWork at officeNight shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming 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...SuggestedFull timeContract workFor contractorsWork at office- Modern Woodmen Fraternal Financial and MWA Financial Services. A Great Place to Work-Certified™ Region. As a fraternal benefit society, we have no stockholders. We’re owned and operated by and for the benefit of our members. We specialize in retirement planning, investments...SuggestedFull timeWork at officeFlexible hours
$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege 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...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hours- ...SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar‑athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client...SuggestedFull timePart time
- ...service and proactive sales focused position tasked with engaging existing and prospective customers to determine and meet their financial needs. With a deep understanding of Renasant Bank customer engagement model, you spend time executing and role modeling by serving...Local area
- ...counsel and wealth management services to our private client group. The successful candidate should be skilled and experienced in using financial planning tools and software/technology. Journey Wealth is committed to our established high-level and trustworthy client...
- ...Personal Banker As a Personal Banker will work with customers, helping them manage their personal finances and achieve their financial goals. You will be responsible for building and maintaining strong relationships with customers by understanding their needs and recommending...Work at office
$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$65k - $75k
...involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment...Work at officeLocal area$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 officeWork from homeHome officeFlexible hours- ...our Dream Manager program, one-on-one guidance from a nationally certified health and wellness coach, and free access to certified financial professionals who are here to help you plan for your future. If you're looking for a career that empowers you to make...Contract workBank staffWork at officeLocal areaImmediate startFlexible hoursNight shift
$50k - $80k
...Overview Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle...Work at officeFlexible hours- Company Description PriorityOne Bank is a growing community bank that combines modern financial technology with a friendly, hands-on approach to banking. With branches located along the Highway 49 and I-20 corridor from Hattiesburg to Ridgeland to Morton, each location...Full timeBank staffLocal area
- Residential Mortgage Loan ProcessorThe purpose of this position is processing residential mortgage loan applications to ensure a smooth mortgage process. This position is an entry level position for individuals with less than 1 year of mortgage lending, or related experience...
- Job Description SUMMARY Performs a wide range of activities related to the issuing of credit and maintaining lending relationships. Activities include completing of loan papers and legal documents, disbursing loan proceeds, receiving loan payments and maintenance...Work at office
- ...high quality customer service by accurately and efficiently completing bank transactions as well as identifying products to meet financial needs of bank customers. Other duties may be assigned. Provide high quality customer service within the branch, including:...Temporary workNight shift
- ...Voya Financial Jackson Ms Financial Advisor 403(b)/457(b) Retirement Professional Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a financial professional to join our team...
- We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. Prudential will provide...
- Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals and families achieve their retirement and... ...opportunities and cultivate referral relationships. Conduct individual consultations, seminars, and educational meetings. Maintain compliance with...
- 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...Work at officeFlexible hours
$97k - $192k
...Opportunity for advancement Training & development Vision insurance The Marsh Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the...For contractorsWork at officeLocal areaWork from homeFlexible hours- ...follow-up activities. Maintain documentation within approved systems including AgDocs and DebtDomain. Monitor monthly reporting of financials and compliance items for Borrowers and Participations. Process collateral vault operations and file maintenance. Coordinate...Work experience placementWork at office
- ...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...Full timeLocal area
$58.44k
...Personal Financial Counselor; Jackson, MS This position will provide personal financial services at assigned military installations... ...may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff,...Contract workTemporary workWork at office- ...client focus is at the center of everything we do. We go far beyond just managing our clients' investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, 'Serve.' It is the reason we go to work...Local area
- ...Personal Financial Counselor Our organization works with partner companies to source qualified talent for their open roles. The... ...may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting...Contract workWork at office
- ...development Vision insurance Join the winning team at P&W Financial Group (serving Northwestern Mutual across Greater Jackson to... ...financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations...Work at officeLocal areaVisa sponsorshipFlexible hours
$46.99k - $122.4k
...CVS Health Financial Analyst We're building a world of health around every individual shaping a more connected, convenient and compassionate health experience. At CVS Health, you'll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold...Full timeWork experience placement$20.55 - $25.05 per hour
About Working at Commerce Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there....Hourly payFull timeMonday to Friday
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!



