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. 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. 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 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
Carter Lake, IA1 day ago - ...contribution matters and where you can help build a better world of work; think of Gallagher.OverviewWe are seeking a Senior Financial & Actuarial Consultant to join our team. The Primary focus of this role is to provide guidance and assistance to account teams and clients by...SuggestedWork at officeLocal area2 days per week3 days per week
$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...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Omaha, NE3 days ago- ...Job Description Job Description Meaningful work. Rewarding career. 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...Suggested
Thrivent
Omaha, NEmore than 2 months ago - ...and businesses to build their best lives through comprehensive financial planning and investment strategies. With a steadfast... ...tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations...SuggestedInternshipWork at officeLocal areaVisa sponsorshipFlexible hours
Brase Network - Northwestern Mutual
Omaha, NE4 days ago - ...Health vision and mission by the creation, implementation and maintenance of an effective workflow to assist our patients with the financial responsibility of healthcare. This job is responsible for assisting patients by providing information to patients who require...
$16.42 - $23.19 per hour
...Financial Counselor Inspired by faith. Driven by innovation. Powered by humankindness. CommonSpirit Health is building a healthier future for all through its integrated health services. As one of the nation's largest nonprofit Catholic healthcare organizations, CommonSpirit...Work at office$16.42 - $23.19 per hour
Job Summary and Responsibilities As our Financial Counselor, you will play a critical role in realizing CommonSpirit Health's mission by assisting patients with the financial aspects of their healthcare journey. This position is responsible for ensuring patients understand...Work at office- 5 days ago Be among the first 25 applicants Direct message the job poster from Prudential Financial Business Development Manager at Prudential Advisors We are looking for Experienced Advisors to join our Team in the Omaha area. You've built a successful practice and now...Full time
$50 - $85 per hour
We are seeking a skilled Financial Planner to help individuals and families achieve their financial goals through comprehensive planning. In this role, you’ll analyze clients’ financial situations, create personalized plans, and guide them through implementation. If you...Hourly payWork at officeRemote workFlexible hours- ...provide expert advisory and compliance services in Accounting, Financial, Tech, M&A, and Talent. We don’t just offer services; we... ...Employment type Full-time Job function Job function Finance and Consulting Referrals increase your chances of interviewing at Lutz by 2x...Full timeTemporary workWork at office
$60k - $70k
Overview Outstanding Financial Advisor Opportunity with Local Regional Firm. This Jobot Job is hosted by Shane Bennett. Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume. Salary $60,000 - $70,000 per year Why join us? Advisory-...Permanent employmentLocal areaRemote work$36k - $75k
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative...TraineeshipLocal areaHome office- ...The Student Financial Services Counselor serves as a vital resource for prospective and continuing students and their families by providing comprehensive, accurate, and student-centered support related to financial aid, billing, and tuition collection. This position is...Work at office
Creighton University
Omaha, NE2 days ago $131.46k - $225.36k
...the primary advisor to high-net-worth and ultra-high-net-worth clients, delivering tailored wealth strategies that drive long-term financial success. You'll lead client relationships end-to-end, partnering with internal specialists to provide integrated solutions across...Associated Banc-Corp
Omaha, NE1 day ago$132.03k - $161.37k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Temporary workWork experience placementLocal areaU.S. Bank
Omaha, NE3 days ago$152.37k - $186.23k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Full timeTemporary workLocal area3 days per week$41.6k - $47.84k
...At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life...Full timeTemporary workLocal area- ...reporting discrimination, harassment, or retaliation for otherwise engaging in protected activity. Read the full statement. Job Title Financial Support Counselor Job Grade AS15H Division Institutional Effectiveness and Student Success College/Dept Financial Support...Hourly payFull timeTemporary workSummer workWork at officeRemote work
University of Nebraska at Omaha
Omaha, NE10 days ago - ...community you serve? Join our team as a Relationship Banker and become a trusted resource for our customers by helping them achieve their financial goals. In this role, you will build meaningful relationships with customers, provide personalized financial solutions, and create...Full timePart timeWork at officeLocal area
Dundee Bank
Omaha, NE1 day ago - ...Bank Of America Job Opportunity 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...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Omaha, NE1 day ago $152.37k - $186.23k
...supporting clients' strategic needs. A successful candidate will demonstrate exceptional business-development capability, strong financial and analytical acumen, and the ability to design and negotiate credit structures across a range of financing needs. The RM...Temporary workWork experience placement3 days per weekU.S. Bancorp
Omaha, NE3 days ago- ...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources Develop and maintain a high degree of visibility...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
Wells Fargo
Omaha, NE14 hours 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 timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Omaha, NE4 days ago- Northwestern Mutual in Omaha, NE is seeking College Financial Representatives for their internship program. Interns will build a financial planning practice, network with experts, and gain crucial skills in financial literacy and sales. Ideal candidates are full-time students...Full timeInternshipFlexible hours
$36k - $75k
A leading financial services company is seeking a Financial Representative Trainee in Omaha to empower individuals for a successful career in financial advising. The role includes a comprehensive training program focusing on sales skills, product knowledge, and customer...Traineeship$19.98 - $21 per hour
...Job Description Job Description Unleash Your Potential as a Financial Services Representative at Centris Federal Credit Union! Position : Financial Services Representative Location : Council Bluffs Avenue G Hours: Monday through Friday, from 8:45 AM to...Hourly payMonday to FridayCentris Federal Credit Union
Council Bluffs, IAa month ago- The Financial Support Counselor at University of Nebraska at Omaha (UNO) reports to the Assistant Director, Outreach and Support and serves in the Office of Financial Support and Scholarships. You will counsel current and prospective students and their families on financial...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 timeContract workFor contractorsInternshipLocal areaFlexible hours$125k - $145k
...clients’ needs first and with a sense of urgency. Wealth Advisors take a holistic planning first approach to fulfilling clients’ financial goals. They do this by first listening to and understanding each client’s unique complexities and desires, before acting. The Wealth...Temporary workWork at officeLocal area
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