Financial Consultant
Wealthbridge-Financial-Group
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them reach their long‑term financial objectives. You will conduct comprehensive financial analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization. The ideal candidate is someone who possesses a solid understanding of financial products and services and has a passion for helping clients achieve their financial goals. You will have the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group's client base. At WealthBridge, we pride ourselves on our commitment to integrity, innovation, and excellence in service. Join us and help make a positive impact on the financial well‑being of individuals and families. Qualifications Bachelor's degree in finance, economics, or a related field. Previous experience in financial consulting or a similar role is preferred. Strong analytical and problem‑solving skills. Excellent communication and interpersonal skills. Ability to build and maintain relationships with clients. Familiarity with financial planning software and investment products. 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
- ...Overview WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping...Suggested
- ...Talon Hiring Solutions has a client in the Hoover, AL that is looking for a Certified Financial Planner™ (CFP®) to join a fast-paced, independent wealth management and financial planning firm. This role is responsible for delivering comprehensive financial planning services...Suggested
$20.54 - $27.78 per hour
...There will be the occasional need for weekend hours. This role will be on-site supporting Herzing University's South Region. The Financial Aid Advisor supports Herzing University's mission through administration of financial aid funding for the University's students....SuggestedHourly payWork at officeMonday to FridayAfternoon shift- ...Statement: As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities to reach their financial goals. Position Summary While the primary role of the Financial Associate is to accurately complete customer transactions received...SuggestedWork at officeNight shift
$70 - $120 per hour
...Certified Financial Planner Certified Financial Planner - CFP Birmingham, AL $70 ,000 - $120 ,000 plus bonus depending on experience Are you a CFP or a CPA with dreams of becoming a CFP? Do you truly enjoy the financial planning and analytical...SuggestedTemporary workWork at officeRemote workFlexible hours$70k - $150k
...Experienced Financial Advisor – Build Your Practice with Independence and Support The Piedmont Group Are you an experienced Financial Advisor seeking greater independence, stronger growth opportunities, and a true partnership model? The Piedmont Group is looking for forward...Local areaVisa sponsorship- ...Our network office in Birmingham, AL is seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you'll work collaboratively with other professionals to provide comprehensive and innovative...For contractorsWork experience placementWork at office
- ...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...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...Job Description: Our client is seeking an experienced Financial Planner to join their team. The purpose of this position is... ...CExP (Certified Exit Planner) CBEC (Certified Business Exit Consultant) CEPA (Certified Exit Planning Advisor) ~ MBA...
- ...Pinnacle Financial Advisor Position At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts...Work at office
$70k - $150k
...Financial Advisor – Build Your Practice with Independence & Support The Piedmont Group Position Type: Full-Time | Permanent | In-Office Compensation: Performance/Commission-Based | Typical Annual Earnings: $70,000–$150,000+ Build a Career Backed by Experience At The Piedmont...Permanent employmentFull timeWork at officeLocal areaVisa sponsorship$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 hours- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...Work at officeShift workDay shift
$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 office$16.5 - $26.8 per hour
...Financial Associate This position will support the Division of Pulmonary, Allergy and Critical Care Medicine, the Engelhardt Research Lab and the Cystic Fibrosis Center in the areas of procurement and ordering, supply chain management and financial support. Under general...- ...Herzing University is seeking a Customer Service position to assist diverse students through their financial aid process. The role involves guiding prospective and current students and providing onboarding support through an On the Job Training Program, ensuring exceptional...Remote work
$1,000 per month
...Northwestern Mutual College Financial Representative Internship 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$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 area- ...Bachelor’s Degree* State Life and Health Licenses required to be obtained within 90 days of hire* At least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high...Work at officeRemote workWork from homeFlexible hours
- ...Northwestern Mutual is offering an internship program for college students to develop an integrated financial planning practice. As a College Financial Representative, you will gain practical experience in prospecting, client relationship building, and financial planning...Full timeInternship
- ...Northwestern Mutual is seeking College Financial Representatives for its internship program. This role provides a framework for building a financial planning practice while gaining exposure to industry-leading products and services. Responsibilities include prospecting...Full timeInternshipFlexible hours
- ...satisfaction through tailored solutions reflecting individual goals and preferences. This role requires collaboration with various financial professionals and managing client relations to drive business growth. Applicants should possess relevant educational...
$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 hours- ...Northwestern Mutual in Vestavia Hills, Alabama is offering an internship program for College Financial Representatives. This role provides guidance and support while building a financial planning practice. Interns have the opportunity to network, learn business strategies...InternshipFlexible hours
- ...What You'll Be Doing A Senior Financial Strategist is a seasoned professional who specializes in developing and implementing financial plans, strategies, and recommendations for individuals or organizations. The Senior Financial Strategist will analyze financial data...Work at office
- ...others in leadership roles who model biblical servant leadership. 2. Client Service - Serves clients with excellence providing financial guidance in a manner based on the financial planning philosophy and biblical principles upon which Blue Trust serves its client...Work at officeLocal areaNight shift
- ...hybrid-only opportunities may not find this role to be a fit. Summary The Senior Analyst, FP&A - Finance oversees the organization's financial planning and analysis, offering analytical support. This role involves constructing budgets and forecasts at both the company and...Remote work
$75k - $90k
...Financial Analyst / FP&A Analyst Birmingham, AL Join our client in a high-impact finance role where your analysis will help guide executive decisions across a complex, multi-business organization. If you enjoy transforming financial data into meaningful business...- ...:30am-5pm SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting...Temporary workWork at officeMonday to Friday
- ...Friday: 8:30am-5pm SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively...Temporary workWork at officeMonday to Friday
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