Financial Consultant
WealthBridge Financial Group
Job Description
Job Description
WealthBridge Financial Group is seeking a results-oriented Financial Consultan t 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.
Requirements
•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
$100k - $250k
...Financial Advisor Opportunity Wisepath Recruiting (a specialized recruiting division of Wisepath Group) has been exclusively retained... ...). ~ Entrepreneurial mindset with a commitment to a consultative, relationship-first planning process. Compensation & Professional...SuggestedWork at officeLocal areaWisepath Financial Group
Edmond, OK3 days ago$70.35k - $196k
As a Workday Financials Integrations Developer Consultant, your primary responsibilities may include: Lead the design of integrations from point to point systems as well as holistic interchange services rendering effective data quality and dependable exchanges of digital...SuggestedFull timeWork experience placementLive inWork at officeLocal areaAccenture
Oklahoma City, OK6 days ago- ...transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track... ...a better way to work. As a Workday Workday Financials P2P/WSS Consultant, your primary responsibilities may include: Identification of...SuggestedFull timeWork experience placementLive inWork at officeLocal area
Accenture
Oklahoma City, OK5 days ago $120k - $140k
...people-first relationships in everything we do. The Sr. FP&A Systems Analyst serves as the lead subject matter expert supporting financial planning systems, reporting automation, operational analytics, and finance technology optimization initiatives across the organization...SuggestedFull timeWork at officeRemote workAmerican Health Staffing Group
Edmond, OK6 days ago- About the job Financial Consultant (Remote) Achieve Balance and Impact with a Part-Time Financial Consulting Role About Us: We’re a trusted financial services company dedicated to helping clients build and protect their wealth. With licenses across the U.S., Canada, Mexico...SuggestedRemote jobExtra incomePart time
- ...insuranceOpportunity for advancementTraining & developmentVision insuranceThe Mallett 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...Work at officeLocal areaWork from home
Mallett Region - Modern Woodmen of America
Oklahoma City, OK2 days ago - ...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 behaviors...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
Oklahoma City, OK1 day ago $61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming 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...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Oklahoma City, OK1 day ago$45k - $100k
...anticipated to remain open for 30 days, from 16-Sep-2026. The posting may close early due to the volume of applicants. 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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Oklahoma City, OK4 days 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 officeWork from homeHome officeFlexible hoursEdward Jones
Oklahoma City, OK23 hours ago- ...and adhering to the policies and regulatory standards as they relate to the role. We Offer: An award-winning culture where faith, financial well-being, personal development, and wellness are our foundation. We have consistently been named a Best Places to Work in...Temporary workShift work
- ...chance to be a trusted advisor to local business owners, entrepreneurs, and agricultural producers. Our client is a well-established, financially strong community bank with over 115 years of history, a reputation for exceptional customer service, and a genuine commitment to...Work at officeLocal area
ThinkingAhead
Edmond, OK27 days ago - ...with a demonstrated record of production and business development ~ Prior leadership or mentorship experience within a bank or financial institution ~ Strong credit and underwriting acumen ~ An established network or the ability to quickly build one within the Edmond...Local area
ThinkingAhead
Edmond, OK26 days ago - ...structure, and negotiate commercial loans, including C&I, owner-occupied CRE, construction, and lines of credit ~ Conduct thorough financial analysis of business and personal financial statements, tax returns, cash flow, and collateral ~ Prepare and present well-...Full time
ThinkingAhead
Edmond, OK16 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
Edmond, OK1 day ago- ...ABOUT CENTRAL BANK Central Bank is a community-focused financial institution dedicated to serving the individuals and businesses on the communities we serve. We pride ourselves on local decision-making, personalized service, and building long-term relationships that...Work at officeLocal area
Central Bancompany
Edmond, OK4 days ago $69.8k - $132k
...gaming, integrated resort, hotel and hospitality accounting and financial operations business issues?Are you looking for a fast-paced... ...professionals of diverse backgrounds?If so, RSM's Accounting and Finance Consulting (AFC) practice’s National Gaming and Hospitality group is the...Full timeWork experience placementInternshipLocal areaFlexible hoursRSM International
Oklahoma City, OK3 days ago- Full Time Teller Edmond, OK Position Summary Ideal candidate is seeking long term employment with room for advancement, is committed to excellent customer service while complying with policy and procedure, and has an outstanding personality. Essential Duties...Full time
BancFirst
Edmond, OK23 hours ago - ...We are dedicated to fostering a culture where every team member understands their purpose and impact on our mission to serve the financial needs of our customers while contributing to the economic vitality of the communities we call home. RCB Bank is committed to creating...Temporary workWork at officeFlexible hours
Colonial Group
Edmond, OK4 days ago - ...We are dedicated to fostering a culture where every team member understands their purpose and impact on our mission to serve the financial needs of our customers while contributing to the economic vitality of the communities we call home.RCB Bank is committed to creating...Work at officeMonday to FridayShift work
RCB Bank
Edmond, OK23 hours ago - ...supervisor. Direct customers to the right department contact if needed (such as operations, lending, or personal bankers) Cross-sell financial institution products and services to customers. Refill the coffee, cookies, and donuts in the lobby when necessary Keep the lobby...Part timeWork at officeShift work
Citizens Bank of Edmond
Edmond, OK4 days ago - ...We are dedicated to fostering a culture where every team member understands their purpose and impact on our mission to serve the financial needs of our customers while contributing to the economic vitality of the communities we call home.RCB Bank is committed to creating...Work at officeShift work
RCB Bank
Edmond, OK3 days ago - ...We are dedicated to fostering a culture where every team member understands their purpose and impact on our mission to serve the financial needs of our customers while contributing to the economic vitality of the communities we call home. RCB Bank is committed to creating...Work at officeMonday to FridayFlexible hoursShift work
RCB Bank
Edmond, OK1 day ago - ...first point of contact for customers, delivering exceptional service while accurately and efficiently processing a wide range of financial transactions. This role ensures a positive customer experience, protects bank assets, and adheres to all established policies, procedures...Part timeWork at officeShift workNight shift
Paycom - ATS
Edmond, OK1 day ago - Full Time TellerEdmond, OKPosition SummaryIdeal candidate is seeking long term employment with room for advancement, is committed to excellent customer service while complying with policy and procedure, and has an outstanding personality.Essential Duties And ResponsibilitiesInclude...Full time
BancFirst
Edmond, OK23 hours ago - # Financial AdvisorMV Investment Advisors Building - West Tisbury, MA 02575## OverviewSalary Range$79,261.88 - $89,174.09 Salary## DescriptionThis is a Full-time in person Position located in West Tisbury, Ma **Position Summary:** Responsible for developing new and maintaining...Full timeWork at office
- ...verbal communication skills. Must be organized with good time management skills. Preferred requirements include: 1+ year of banking or financial services experience. 1+ year of cash handling experience. EEO/Veterans/Disabled Equal Opportunity Employer/Protected Veterans/...
Oklahoma Fidelity Bank
Edmond, OK4 days ago $61k - $119k
Overview Becoming 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, you start as a financial representative...Work at office- ...with the world. Find out what makes you Modern Woodmen material and start your journey toward a career worth sharing. Our licensed financial services professionals maintain control over what they make, and how they spend their time. You will work hard. You will earn and...Permanent employmentFull timeWork experience placement
- ...Category: Banking PRINCIPAL DUTIES AND RESPONSIBILITIES Partners with clients to identify, understand, and refine their financial goals; educates them on available financial services and investment opportunities. Analyzes clients’ financial status and develops...Shift work
Stride Bank, N.A.
Oklahoma City, OK2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
