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
$51.8k - $95.9k
...First Ave. NE Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with... ...partnership with members of the client relationship team to apply a consultative sales process and continually enhance the client experience....SuggestedLocal areaKoitecc Solutions
Cedar Rapids, IA3 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...SuggestedWork at officeUnavailable
Cedar Rapids, IA2 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...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Cedar Rapids, IA2 days ago$75k - $150k
...At New York Life, we're committed to empowering you with the tools and support needed to elevate your career as a Personal Financial Planner. By joining our team, you'll tap into the strength and respect of a globally recognized financial leader. Your role will focus on...SuggestedStart working todayNew York Life Iowa General Office
Cedar Rapids, IA3 days ago- ...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering... ...offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients'...SuggestedWork experience placementWork at officeLocal areaFlexible hours
Equitable Advisors LLC
Cedar Rapids, IA20 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
Cedar Rapids, IA2 days ago- ...features. Direct message the job poster from Modern Woodmen of America Managing Partner at Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America...Full timeInternshipLocal area
Modern Woodmen
Cedar Rapids, IA5 days ago - ...Description Join us at New York Life Iowa General Office as a Financial Planner, where you'll be empowered to make a significant impact in the insurance industry. You'll leverage your expertise to build and maintain customer portfolios, playing a key role in our company...Work at office
New York Life Iowa office
Cedar Rapids, IA4 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 areaUnavailable
Cedar Rapids, IA1 day 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
Cedar Rapids, IA5 days ago$50k - $70k
...Overview Join us as an Entry-Level Financial Advisor at New York Life, where you’ll have the opportunity to empower clients with strategies that secure their financial futures while advancing your own career. You’ll manage your own practice, backed by the support of a...New York Life
Cedar Rapids, IA2 days ago- ...Northwestern Mutual in Cedar Rapids, Iowa, is offering an internship for College Financial Representatives. This role provides guidance and a framework to build a financial planning practice with support from experts. Interns will learn to prospect, network, and develop...InternshipFlexible hours
Northwestern Mutual
Cedar Rapids, IA2 days ago $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 hoursNorthwestern Mutual
Cedar Rapids, IA2 days ago- ...Patient Financial Representative The Physicians' Clinic of Iowa Central Business Office is seeking a full-time Patient Financial Representative to support our mission of delivering exceptional healthcare through outstanding patient financial services. Primary duties...Full timeWork at officeWeekend work
Physicians Clinic of Iowa
Cedar Rapids, IA2 days ago $75k - $150k
...At New York Life, we're committed to empowering you with the tools and support needed to elevate your career as a Personal Financial Planner. By joining our team, you'll tap into the strength and respect of a globally recognized financial leader. Your role will focus on...Start working todayNew York Life
Cedar Rapids, IA3 days ago- ...position offers flexibility and growth opportunities, allowing you to balance personal and professional life. You will conduct virtual consultations, assess client needs, and build lasting relationships through regular check-ins. Enjoy the benefits of no cold calling, a...Remote workFlexible hours
Aogarciaagency
Cedar Rapids, IA4 days ago - ...their team in Cedar Rapids, Iowa. This role offers flexibility to work from home while conducting virtual consultations with clients, helping secure their financial well-being. Key responsibilities include building client relationships, assessing needs, and...Weekly payRemote workWork from homeFlexible hours
Medium
Cedar Rapids, IA5 days ago $22 - $23 per hour
Base Pay $22.00 - $23.00 / Hour Job Category Free Snacks, 2 Weeks PTO, Full-Time Industry Secruity, Tech, Data Center Required Degree High school Manage Others No Contact information Name Reshma Bhatnagar M1 Global is seeking an SOC Analyst who views security as a core ...Full timeNight shiftRotating shift- ...Officer evaluates needs of potential clients and offer appropriate financial products, services, and loans Promote and cross-sell... ...reach out for a confidential conversation- Logan Hovland (Search Consultant with GPAC) Call or email: (***) ***-**** or logan....Local area
gpac
Cedar Rapids, IA4 days ago $17 per hour
.... Direct sales goals may be established by management for such items as referrals for other bank products. Identify customer's financial services needs and cross-sell services to meet those needs. Advise customers on promotional items and services. Give referrals...Hourly payFull timeBank staffWork at officeMonday to FridayNight shiftDay shiftHills Bank
Cedar Rapids, IA2 days ago- ...Northwestern Mutual Cedar Rapids, we are committed to building the most financially secure communities in America, one person, one family, and... ...financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals,...InternshipWork at officeLocal areaWork from homeOverseasVisa sponsorshipFlexible hours
- ...Financial Specialist As a Financial Specialist at the GS-0501-9/11 level, some of your typical work assignments may include: Overseeing the District financial management program. Analyzing the District's financial obligations and expenditures to ensure compliance...
Department of Justice
Cedar Rapids, IA3 days ago $63.24k - $82.23k
...Ready to see your financial analysis influence real-world operations? Join a team where your insights help move freight, support customers, and drive business success every day. Who We Are Headquarters: Cedar Rapids, IA Position Location: Cedar Rapids, IA CRST The Transportation...Bi-weekly payWork at officeLocal areaMonday to FridayCRST The Transportation Solution, Inc.
Cedar Rapids, IA1 day ago$90.23k
...Job Title Senior Financial Analyst (Hybrid Work Options) Business Unit COR Employment Type Regular Job Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team! This role supports financial planning and analysis projects and initiatives...Trinnex Inc.
Cedar Rapids, IA2 days ago- ...that this position is based on our campus in Madison, WI, and requires relocation to the area. We recruit nationally and provide financial relocation assistance. We're looking for a Financial Analyst to work strategically with Epic's customers. You'll work in a creative...RelocationVisa sponsorshipRelocation package
Epic
Cedar Rapids, IA4 days ago $41 - $48 per hour
...Senior Financial Analyst Location: Remote (Cedar Rapids, IA) Job ID: #72854 Pay Range: $41-48 The deadline to apply is 08/04/2026 Job Description We are seeking a highly skilled and motivated Senior Financial Analyst to join our finance team. Reporting...Work experience placementRemote workButler America Aerospace L.L.C.
Cedar Rapids, IA7 days ago$60k - $70k
...Personal Financial Counselors (PFC) provide personal financial counseling services at assigned military installations. Primary responsibilities... ...may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff,...Full timeContract workWork at officeFlexible hours$105k - $125k
...reimbursement and paid time off.The energy industry is transforming—and finance is at the center of it.Join our FP&A team as a Lead Financial Analyst in a flexible hybrid role and play a key part in shaping long-term strategy, from forecasting and business planning to...Flexible hoursAlliant Energy
Cedar Rapids, IA2 days ago$17.93 per hour
...Representative is responsible for providing superior member service by conducting transactions accurately, assisting members with their financial goals, and promoting Veridian products and services. Essential Functions Create excellent service experiences that...Hourly payPart timeWork experience placementWork at officeLocal areaFlexible hoursVeridian CU
Cedar Rapids, IA4 days ago- Automotive Parts Advisor – Role Overview Dave Wright Nissan Subaru is seeking an Automotive Parts Advisor. The role focuses on parts ordering, inventory management, and supporting technicians with parts to ensure efficient service operations. Responsibilities Order, receive...Summer workLocal area
Auto Group
Hiawatha, IA3 days ago
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