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

Financial Consultant: Wealth, Retirement & Client Strategy

WealthBridge Financial Group

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. You will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investments, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make #J-18808-Ljbffr WealthBridge Financial Group

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant: Wealth, Retirement & Client Strategy in Owensboro, KY vacancy
  • WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. You will work with clients to understand their financial...  ...advice and strategies that align with their...  ...including investments, retirement planning, and wealth #J-18808-Ljbffr... 
    Retirement

    WealthBridge Financial Group

    Owensboro, KY
    14 hours ago
  • PNC Financial Services Group in Kentucky seeks a Financial Advisor within Wealth Management to guide clients in savings, investing and retirement planning. Based in Fairview/Bowling Green area, you’ll work within a network of branches delivering personalized financial solutions... 
    Retirement

    PNC Financial Services Group

    Owensboro, KY
    2 days ago
  •  ...company's success. As a Financial Advisor within PNC Wealth Management, you will be...  ...an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial...  .... Job Description Consults on investment and insurance... 
    Retirement
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Owensboro, KY
    2 days ago
  •  ...Description WealthBridge Financial Group is seeking a...  ...Financial Consultant to join our team....  ...you will engage with clients to understand their...  ...tailored advice and strategies that align with their...  ...opportunities, retirement planning, and wealth management strategies... 
    Retirement

    WealthBridge Financial Group

    Owensboro, KY
    5 days ago
  • PNC Financial Services Group is hiring a Personal Banker in Owensboro, KY. You will grow and manage the branch's customer base, conduct proactive sales conversations, and educate customers on digital tools to improve financial wellbeing. Apply your experience to deliver... 
    Suggested
    Work at office

    PNC Financial Services Group

    Owensboro, KY
    5 days ago
  •  ...contribute to the company’s success. As a Wealth Advisor in PNC Wealth Management, you...  ...for this position. Job Description Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Bank

    Owensboro, KY
    20 hours ago
  • $75k - $100k

     ...our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-...  ...bonuses and benefits. Your company-funded retirement contribution will factor in salary...  ...learn new ones “I can succeed as a Wealth Management Consultant at Capital Group.” As one of our Wealth... 
    Retirement
    Full time
    Temporary work
    Local area
    Flexible hours

    Capital Group

    Owensboro, KY
    1 day ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance...  ...prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Owensboro, KY
    3 days ago
  • $15 per hour

     ...job poster from Prudential Financial Regional Director with Prudential...  ...to successfully help their clients achieve financial goals. The...  ...clients prepare for their retirement Preparing and reviewing...  ...Business Development, Sales, and Consulting Referrals increase your... 
    Retirement
    Minimum wage
    Full time
    Contract work
    Part time

    Prudential Financial, Inc.

    Owensboro, KY
    1 day ago
  •  ...providing an industry leading client service experience both in person...  ...client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to...  ...selling various deposit, credit and retirement products to consumer and small... 
    Retirement
    Temporary work
    Work at office
    Night shift
    Weekend work

    Truist

    Owensboro, KY
    2 days ago
  •  ...providing an industry leading client service experience both in person...  ...client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to...  ...selling various deposit, credit and retirement products to consumer and small... 
    Retirement
    Temporary work
    Work at office
    Night shift
    Weekend work

    SunTrust Investment Services, Inc.

    Owensboro, KY
    2 days ago
  • $21.94 - $26.82 per hour

     ...adapting a digital first mindset. Strong client relationships are based on trust,...  ...asking questions and learning about their financial needs, and banking channel preferences....  ...parental leave ~401(k) and employer-funded retirement plan ~ Paid vacation (from two to five... 
    Retirement
    Temporary work

    US Bank

    Owensboro, KY
    3 days ago
  •  ...Client Services TheraTree's purpose is to support the whole child: mind, body and spirit...  ...: Minds by sprouting learning and strategies for life. Bodies by cultivating...  ...achieve bonuses ~ Health Benefits ~ Retirement Plans ~ Paid Time Off ~ Seven Paid Holidays... 
    Retirement
    Relocation package

    TheraTree Pediatric Therapy Services

    Owensboro, KY
    14 hours ago
  •  ...providing an industry leading client service experience both in person...  ...client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to...  ...selling various deposit, credit and retirement products to consumer and small... 
    Retirement
    Full time
    Contract work
    Part time
    Work at office
    Shift work
    Night shift
    Weekend work
    Day shift

    Truist Financial Corporation

    Owensboro, KY
    4 days ago
  • $96k - $120k

     ...a new world happen. WWT's work benefits clients and partners as much as it does its people...  .... Founded in 1990, WWT brings together strategy, deep technical expertise and world-...  ...accounting data, identifying and communicating financial risk, and working cross functionally... 
    Full time
    Work experience placement
    Flexible hours
    Shift work

    World Wide Technology

    Owensboro, KY
    1 hour ago
  • $7.25 per hour

     ...achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in...  ...benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan... 
    Retirement
    Hourly pay
    Part time
    Work experience placement
    Local area
    Shift work
    Night shift

    Peoples Bancorp (OH)

    Owensboro, KY
    3 days ago
  • $84k - $105k

     ...a new world happen. WWT's work benefits clients and partners as much as it does its people...  .... Founded in 1990, WWT brings together strategy, deep technical expertise and world-...  ...FP&A Sales Analyst Manager, the Senior Financial Analyst is a key contributor to the overall... 
    Full time
    Work experience placement
    Flexible hours
    Shift work

    World Wide Technology

    Owensboro, KY
    1 hour ago
  •  ...providing an industry leading client service experience both in person...  ...client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to...  ...selling various deposit, credit and retirement products to consumer and small... 
    Retirement
    Full time
    Part time
    Work at office
    Shift work
    Night shift
    Weekend work
    Day shift

    Truist

    Owensboro, KY
    20 hours ago
  • $15 - $17 per hour

     ...insurance, long-term disability, and free mental health support. Retirement and time off 401(k) with company match, paid holidays, and...  .... Since 1962, we have helped millions of customers meet their financial needs through personal loans, tax services, and credit-building... 
    Retirement
    Hourly pay
    Work at office
    Local area
    Shift work

    World Finance

    Owensboro, KY
    1 day ago
  • $75.82k - $89.2k

     ...businesses we serve to make better and smarter financial decisions and enabling the communities...  ...Day One. Job Description The CBB Risk Strategy Product Analyst will execute ongoing...  ...leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks... 
    Retirement
    Temporary work
    Work experience placement
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    U.S. Bank

    Owensboro, KY
    2 days ago
  • $180k - $282.5k

     ...values every day: Integrity, Client Focus, Diverse Perspectives,...  ...benefits. Your company-funded retirement contribution will factor in salary...  ...suite of products across Wealth Management (WM) channels....  ...Capital Group PPS in the West to financial advisors and portfolio... 
    Retirement
    Full time
    Temporary work
    Local area
    Flexible hours

    Capital Group

    Owensboro, KY
    2 days ago
  • $52,000 per week

     ...team culture centered around helping our clients find healing through professional...  ...vision, dental, and life insurance403b retirement plan with 3% matchPaid time off for sick...  ...determine their needs and appropriate treatment strategies using sound, objective decision making.... 
    Retirement
    Full time
    Flexible hours
    Day shift
    Afternoon shift

    Kentucky United Methodist Children's Homes

    Owensboro, KY
    2 days ago
  • OneMain Financial is seeking Loan Sales Specialists to empower customers by listening to their needs and offering access to financing....  ...district leadership, and a broad benefits package including health, retirement, tuition reimbursement, and paid time off. #J-18808-Ljbffr... 
    Retirement

    Jobtome

    Owensboro, KY
    2 days ago
  •  ...experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow...  ...appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Owensboro, KY
    1 day ago
  • $75.82k - $89.2k

     ...businesses we serve to make better and smarter financial decisions and enabling the communities...  ...Day One.Job DescriptionThe CBB Risk Strategy Product Analyst will execute ongoing...  ...parental leave401(k) and employer-funded retirement planPaid vacation (from two to five weeks... 
    Retirement
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    US Bank

    Owensboro, KY
    4 days ago
  • $125k - $150k

     ...benefits Paid time off plus 9 paid holidays Retirement plan options Tuition reimbursement and...  ...with organizational planning, business strategy, affiliations, and expansion initiatives. Maintain attorney-client privilege and confidentiality while fostering... 
    Retirement
    Full time
    Contract work
    Casual work
    Shift work

    RiverValley Behavioral Health

    Owensboro, KY
    3 days ago
  • $216.06k - $293.09k

     ...CME Allowance ~ Exceptional Benefits ~ including military retirement, 30 days PTO, comprehensive health coverage, and more ~ Paid...  ...injuries, and neurodegenerative diseases. Provide preventive strategies, deliver specialized care, and collaborate with... 
    Retirement
    Full time

    U.S. Navy

    Owensboro, KY
    4 days ago
  •  ...have 1-2 years of cash handling experience.Banking experience preferred.Benefits and Compensation:Bonus and incentive opportunities401(k) retirement program with matching fundsLiberty FCU is an Equal Opportunity Employer, Minority/Female/Disability/Protected Veteran.... 
    Retirement
    Part time
    Work at office
    Monday to Thursday
    Flexible hours
    Night shift

    Liberty Federal Credit Union

    Owensboro, KY
    3 days ago
  •  ...In this role, you’ll support clients in understanding their benefit options and ensure they receive an exceptional experience from...  ...benefits, including health, dental, vision, life, disability, and retirement plans. - Help clients understand their benefit options,... 
    Retirement
    Remote job
    Full time

    McQuade Organization

    Owensboro, KY
    4 days ago
  •  ...Qualifications Requires completion of Teller Fundamentals and Teller Level Up training within three (3) months Core Competencies Customer/client orientation Problem-solving skills Accuracy and attention to detail Situational judgment skills Ability to maintain... 
    Full time
    Work at office

    Independence Bank

    Owensboro, KY
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant: Wealth, Retirement & Client Strategy. Be the first to apply!