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

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

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Madison, MS vacancy
  •  ...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... 
    Suggested
    Work at office
    Night shift

    Trustmark

    Ridgeland, MS
    1 day ago
  • $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... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Madison, MS
    3 days ago
  • 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... 
    Suggested
    Full time
    Work at office
    Flexible hours

    Modern Woodmen of America

    Madison, MS
    16 hours ago
  • $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... 
    Suggested
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Madison, MS
    1 day ago
  •  ...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... 
    Suggested
    Full time
    Part time

    SkyKey Financial

    Madison, MS
    4 days ago
  •  ...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

    Renasant Bank

    Madison, MS
    3 days ago
  •  ...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... 

    Journey Wealth Strategies

    Ridgeland, MS
    1 day ago
  •  ...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

    PriorityOne Bank

    Madison, MS
    1 day ago
  • $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 time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Madison, MS
    3 days ago
  • $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 office
    Local area

    SCS Financial

    Ridgeland, MS
    1 day ago
  • $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

    Jackson, MS
    1 day ago
  •  ...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 work
    Bank staff
    Work at office
    Local area
    Immediate start
    Flexible hours
    Night shift

    Origin Bank

    Ridgeland, MS
    3 days ago
  • $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 office
    Flexible hours

    Bankers Life

    Flowood, MS
    3 days ago
  • 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 time
    Bank staff
    Local area

    PriorityOne Bank

    Gluckstadt, MS
    4 days ago
  • 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...

    Trustmark

    Ridgeland, MS
    3 days ago
  • 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

    First South Farm Credit

    Ridgeland, MS
    1 day ago
  •  ...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 work
    Night shift

    BankFirst Financial Services

    Madison, MS
    4 days ago
  •  ...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... 

    Voya Financial Advisors

    Jackson, MS
    3 days ago
  • 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... 

    Prudential Financial

    Jackson, MS
    2 days ago
  • 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... 

    Voya Financial

    Jackson, MS
    4 days ago
  • 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 office
    Flexible hours

    Bankers Life

    Flowood, MS
    3 days ago
  • $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 contractors
    Work at office
    Local area
    Work from home
    Flexible hours

    Marsh Region - Modern Woodmen of America

    Jackson, MS
    2 days ago
  •  ...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 placement
    Work at office

    First South Farm Credit

    Ridgeland, MS
    22 hours ago
  •  ...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 time
    Local area

    Modern Woodmen

    Flowood, MS
    16 hours ago
  • $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 work
    Temporary work
    Work at office

    Magellan Health

    Jackson, MS
    2 days ago
  •  ...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

    Waverly Advisors, LLC

    Jackson, MS
    1 day ago
  •  ...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 work
    Work at office

    Msccn

    Jackson, MS
    5 hours ago
  •  ...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 office
    Local area
    Visa sponsorship
    Flexible hours

    P&W Financial Group - Northwestern Mutual

    Jackson, MS
    8 days ago
  • $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 time
    Work experience placement

    Oak St. Health

    Jackson, MS
    1 day ago
  • $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 pay
    Full time
    Monday to Friday

    Commerce Bank

    Jackson, MS
    2 days ago

Do you want to receive more vacancies?

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