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
- ...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...Suggested
TruVoice from Corporate Visions (Formerly Primary Intelligen...
Hiawatha, IA4 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...SuggestedFull timeWork experience placementWork at officeLocal areaFlexible hours
Equitable Advisors
Cedar Rapids, IA3 days ago - ...Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people...SuggestedFull time
Thrivent
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, IA3 days ago$150k
...Position: Financial Advisor Locations: Denver, CO | Phoenix, AZ | Remote About AQI Gallacher Capital (GC) dba Forward Wealth Founded in 1991, Gallacher Capital is a comprehensive wealth management advisory firm committed to empowering advisors through...SuggestedWork at officeRemote workAQI Services LLC
Cedar Rapids, IA1 day ago$51.8k - $95.9k
...Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to deliver... ...partnership with members of the client relationship team to apply a consultative sales process and continually enhance the client experience....Part timeLocal areaBmo
Cedar Rapids, IA3 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, IA3 days ago$75k - $150k
...proven to maintain and grow long-term customer base • Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs • Continue your education on evolving...Work at officeNew York Life Iowa General Office
Cedar Rapids, IA4 days ago$300k
...As an Experienced Financial Advisor at New York Life, you'll play a crucial role in empowering clients to achieve their financial aspirations. At the forefront of our industry, you'll provide personalized advice and a wide range of insurance and investment products that...New York Life Insurance Company
Cedar Rapids, IA1 day 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- ...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
- ...grow into leadership, wealth management, or partnership roles over time, as our own team demonstrates. About the Role As a Financial Advisor, you'll work with clients to understand their financial needs and build personalized strategies to protect their assets, income...InternshipWork at officeVisa sponsorshipFlexible hours
Northwestern Mutual - Cedar Rapids
Cedar Rapids, IA15 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, IA4 days ago- ...Description Join New York Life Iowa General Office as an Entry-Level Financial Advisor and begin your journey in the insurance industry with one of the most respected names in the field. Here, you'll have the opportunity to grow your career with guidance from seasoned...Work at officeImmediate start
New York Life Iowa office
Cedar Rapids, IA4 days ago - As a Financial Advisor at New York Life’s Iowa General Office, you will step into a client’s life to provide education, strategies, and products to protect their financial future while building a great career for yourself in the process. This is a full-time, client-based...Full timeWork at office
$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- ...Health insurance Opportunity for advancement Training & development Vision insurance The Northwestern Mutual College Financial Advisor internship offers hands-on experience in building a financial planning practice with the support of a Fortune 500 company...Full timeInternshipWork at officeLocal areaFlexible hours
Northwestern Mutual - Cedar Rapids
Cedar Rapids, IA15 days ago $60k - $125k
...ensure client needs are met and tasks taken care of. Demonstrate proficiency and adaptability to technology, proficient in CRM and Financial Planning software and ability to stay current on new tools available Skillfully navigate hard/emotional client conversations...Temporary workWork at officeFlexible hoursCarson Group Holdings LLC
Cedar Rapids, IA6 days ago- ...with partners to grow assets and revenues. The role emphasizes relationship management, strategic planning, and data-driven decision making to support branch goals and customer success. Industry licenses and a strong financial background are required. #J-18808-Ljbffr BMO
- Our client bank is seeking a strong Credit Analyst to join their team. The position supports loan function including Sales and Loan Production as well as assists Business Bankers with managing credit portfolio of clients. This position needs to maintain a high level of...
Frontline Recruit
Cedar Rapids, IA1 day ago - ...Officer evaluates needs of potential clients and offer appropriate financial products, services, and loans Promote and cross-sell other... ...out for a confidential conversation- Logan Hovland (Search Consultant with GPAC) Call or email: (***) ***-**** or logan.hovland@...Local area
gpac
Cedar Rapids, IA16 hours ago - ...practical experience of analyzing businesses across a variety of industries by evaluating their credit, economic conditions, and financial situation. You will have the exciting challenge of making actual decisions on extending credit.As a credit intern you will perform...Full timeInternshipSummer internshipWork at office
GreatAmerica Financial Services
Cedar Rapids, IA2 days ago - ...in the products we offer and the clients we serve. They assist our customers in identifying which of our products best fits their financial needs and the right person on our team who can assist them with achieving their financial goals. Our Tellers are detail-oriented individuals...Work at officeFlexible hours
Central State Bank
Cedar Rapids, IA16 hours ago $17 per hour
...effort. 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 to...Full timeBank staffWork at officeMonday to FridayNight shiftDay shiftHills Bancorporation
Cedar Rapids, IA16 hours 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, IA4 days ago- ...easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we’re part of an international holding...Full timeContract workWork at officeRemote workWorldwideVisa sponsorship
Transamerica
Cedar Rapids, IA3 days ago $173k - $215k
...easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we’re part of an international holding...Full timeContract workWork at officeRemote workWorldwideWork visaRelocation package3 days per weekTransamerica
Cedar Rapids, IA2 days ago- Bankers Trust is seeking a Consumer Services Representative in Cedar Rapids, IA. This full-time role focuses on delivering exceptional customer service, accurate transaction processing, and identifying referral opportunities for cross-selling bank products. Responsibilities...Full time
- ...including: Physical wellness - medical/Rx, dental, vision and on-site wellness center access or gym reimbursement (as applicable).Financial wellness - flexible spending accounts, health savings account, 401(k) with matching contributions and cash balance plan, discounted...Hourly payPermanent employmentFull timeWorldwideRelocation packageFlexible hours
ADM
Cedar Rapids, IA3 days ago $97k - $116k
...easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we’re part of an international holding...Full timeContract workWork experience placementWork at officeRemote workWorldwideTransamerica
Cedar Rapids, IA16 hours ago
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