Financial Consultant
WealthBridge Financial Group
Overview 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. Responsibilities Engage with clients to understand their financial objectives and risk tolerance. Provide tailored financial advice and strategies that align with clients' goals. Leverage financial tools and analytics to assess client needs and develop action plans. Collaborate with a network of industry experts and access to resources to serve clients effectively. 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
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
Cheyenne, WY3 days ago - ...Group and Wisepath Recruiting are recruiting for a direct-hire role with a premier wealth management practice aligned with OneAmerica Financial. A structured classroom-to-field training curriculum, licensing sponsorship, and full back-office support will help you build a...SuggestedLocal area
Wisepath Group
Cheyenne, WY2 days ago - ...States. This is a customer service position assisting a diverse student population. In this role you will guide students through the financial aid process and counsel prospective and current students through funding options. Financial Advisors receive onboarding support...SuggestedHourly payWork at officeRemote workShift workAfternoon shift
Herzing University
Cheyenne, WY1 day ago - ...Herzing University seeks a financial aid administrator to manage an active caseload, advise students on FAFSA completion, and review eligibility for funding options including federal Title IV funds. You will work with disbursement processes, aid packages, and funding strategies...Suggested
Herzing University
Cheyenne, WY4 days ago - ...first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Prudential Financial Business Development Manager/ Stategic Growth Partner/ Upper Midwest & MT, WY The Northern Lights Financial Group (of Prudential Advisors...SuggestedFull time
- No prior finance experience is required; backgrounds in sales, teaching, operations, or management are valued. A Bachelor's degree is preferred or an equivalent track record of professional success, with sponsored licensing and startup financing during launch. #J-18808...
Wisepath Financial Group
Cheyenne, WY15 hours ago $46.99k - $122.4k
...at a time. Primary Responsibilities: Assists in the development and preparation of annual budgets, forecasts, and long-term financial plans by collaborating with stakeholders to gather inputs, analyze financial data, and provide recommendations for financial targets...Hourly payFull timeTemporary workWork experience placementLocal areaCVS Health
Cheyenne, WY22 hours ago$22 per hour
...Personal Banker at FNBO, you’ll have the opportunity to do that every day by getting to know your customers and supporting them on their financial journeys. About This Role: ROLE DESCRIPTION At FNBO, we always put the customer first — which drives everything we do. In your...Full timeTemporary workPart timeWork experience placementFlexible hoursFirst National Bank
Cheyenne, WY2 days 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
Cheyenne, WY1 day ago- ...Roving Associate Personal Banker (SAFE) Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe...Work experience placementFlexible hours
$21.94 - $26.82 per hour
...Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging...Temporary work- ...At Meridian Trust, we believe in helping our members—and our employees— Pursue Their Possible . We’re more than just a financial institution; we’re a team driven by curiosity, optimism, and a commitment to making a difference. As part of our team, you’ll enjoy: A dynamic...Local areaFlexible hours
Meridian Trust Federal Credit Union
Cheyenne, WY3 days ago - JPMorganChase is seeking an Associate Relationship Banker in Cheyenne, WY. You will welcome clients, understand their financial needs, and offer thoughtful solutions with modern banking tech. Build lasting relationships and guide customers to the right products, working...Weekend work
- ...WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role in Cheyenne, WY. This leadership position focuses on building and leading a team of experienced advisors while continuing personal client work. You will recruit...
$50k - $120k
...established wealth management practice aligned with OneAmerica Financial. Our client firm operates under a specialized macroeconomic... ...licensing and financial planning training program. Learn to host consultative 'discovery' conversations to evaluate client needs, financial...Local area- ...acknowledges members to the credit union in a courteous, professional and timely manner. Promptly, accurately and efficiently process member financial transactions and inquires while providing an exceptional member service experience. Identify and recommend products/services best...Work at officeShift workNight shift
- ...applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that includes Medical,... ..., and relationship-building skills. Experience with project financial tracking and portfolio management tools. Ability to work...Contract workLocal areaRemote workShift work
Eliassen Group
Cheyenne, WY4 days ago $65.06k - $85k
...At Meridian Trust, we believe in helping our members—and our employees—Pursue Their Possible. We’re more than just a financial institution; we’re a team driven by curiosity, optimism, and a commitment to making a difference. As part of our team, you’ll enjoy: A dynamic...Local areaFlexible hoursMeridian Trust Federal Credit Union
Cheyenne, WY3 days ago- ...Meridian Trust Federal Credit Union is seeking a Talented Senior Financial Analyst to partner with the CFO and executive team in Cheyenne, WY. This in-person role focuses on shaping the financial future of the organization through insightful analysis and strategic finance...
Meridian Trust Federal Credit Union
Cheyenne, WY1 day ago $80.8k - $120k
...Primary/Essential Duties and Key Responsibilities: · Assist with creation and distribution of monthly reporting packages using both financial and customer-based metrics while adhering to deadlines. · Participate in the monthly and quarterly close process of financial...Work experience placementLocal areaRemote workUKG
Cheyenne, WY2 days ago- Executive Assistant Perform Executive Assistant and secretary duties for the State Banking Commissioner and Division of Banking employees. Act as the first point of contact for all inquiries to the Division of Banking. Act as official secretary to the State Banking ...Hourly payWork experience placementWork at officeFlexible hours
$72.7k
...Company : enGen Job Description : JOB SUMMARY This job performs financial and business related research and analysis such as the preparation of forecasts and/or analysis of financial reports, records and trends; develops and maintains spreadsheets and databases...For contractorsWork at officeLocal areaHighmark Health
Cheyenne, WY1 day ago- ...Meridian Trust Federal Credit Union in Cheyenne, WY seeks a Senior Financial Analyst to partner with the CFO and leadership, turning data into strategic insights that influence financial decisions and long-term growth. You will analyze trends and support capital planning...
Meridian Trust Federal Credit Union
Cheyenne, WY2 days ago $60k - $150k
...A leading financial services company is seeking motivated individuals for their Accelerated Path to Management Program. This role focuses on developing financial professionals who will sell products and lead teams. Candidates should have sales or managerial experience,...New York Life
Cheyenne, WY1 day ago- ...applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that includes Medical,... ..., and relationship-building skills. Experience with project financial tracking and portfolio management tools. Ability to work...Contract workLocal areaRemote workShift work
Eliassen Group
Cheyenne, WY4 days ago - ...The role emphasizes forecasting enhancements, data accuracy and process improvements. Bachelor’s in Finance/Data Analytics preferred; 3–5 years in financial analysis; full-time with a comprehensive benefits package and eligibility for a company bonus. #J-18808-Ljbffr...Full time
CVS Health
Cheyenne, WY1 day ago $53k
...Must be able to obtain applicable state insurance licenses. Compensation: $53,000.00 per year This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. Our mission is to help people...For contractorsWork at officeHeidi Washburn - State Farm Agent
Cheyenne, WY2 days ago$81.07k - $129.71k
...Job Description Blue Cross NC is seeking an Actuarial Analyst to support rating and pricing, valuation, healthcare economics, and financial forecasting. Under general guidance, this role applies knowledge of mathematics, probability, statistics, and business principles...Work at officeLocal areaRemote workFlexible hours2 days per weekBlue Cross and Blue Shield of North Carolina
Cheyenne, WY4 days ago$60k - $120k
...representing a prominent local general agency of OneAmerica Financial® that actively prioritizes developing high-performing professionals... ...and financial planning training program. Learn to host consultative 'discovery' conversations to evaluate client needs, financial...Full timeLocal area$143.62k - $229.79k
...Job Description As a Consulting Actuary -ACA Risk Adjustment, you will play a pivotal role in delivering a wide array of actuarial and... ...quality, and access for Blue Cross NC customers Achieve segment financial targets and provide concise explanations of results and...Local areaBlue Cross and Blue Shield of North Carolina
Cheyenne, WY2 days ago
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