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
$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 office- ...Financial Advocate This position supports Mercy's philosophy of patient centered care by providing compassionate assistance to patients regarding financial matters associated with services provided by Mercy Medical Center and MSO clients. Job Duties Greets...SuggestedHourly payWork at office
$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...SuggestedWork at office$49 per hour
...Description Join the New York Life Iowa General Office as an Experienced Financial Advisor and be part of a team that's committed to excellence, integrity, and client satisfaction. In this pivotal role, you'll empower clients to navigate the complexities of financial...SuggestedWork at officeFlexible hours$50k - $100k
...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....SuggestedContract workPart timeLocal area$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- ...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 areaOverseasVisa sponsorshipFlexible hours
$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- ...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$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$42k - $80k
...problem solving skills - In-depth.Influence skills - In-depth.Salary :$42,000.00 - $80,000.00Pay Type:SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications...Temporary workPart timeLocal 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
- ...Relationship Banker to develop, maintain, and deepen relationships with consumer and small business clients in Cedar Rapids. You will assess financial needs and recommend appropriate products and services, while delivering exceptional client service. The role requires strong...
- ...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
- ...We are seeking a highly analytical and detail-oriented Senior Credit Analyst to support commercial lending through comprehensive financial analysis, credit underwriting, risk assessment, and portfolio monitoring. This position plays a critical role in evaluating commercial...Immediate start
- Dupaco Community Credit Union in Cedar Rapids, IA, is seeking a Business Lending Processor to provide exceptional service to business members regarding loan products and services. You will build and maintain commercial loan documents, gather supporting documentation, and...
- ...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 timeSummer workInternshipWork at office
$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 shift- ...policies, and procedures relating to the team member’s department. Have knowledge of the Property’s programs to address problem gambling. Consult with the appropriate individuals and maintain an effective system of written policies, procedures, and internal controls to ensure...Full timeContract workWork at officeLocal areaShift workNight shift
- ...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...
$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 week- ...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
- ...documentation within the bank's core and ancillary systems to support data governance, regulatory compliance, risk management, and financial reporting. The Loan Operations Specialist serves as a key control function by performing detailed data entry, verification, and...Work at office
$165k - $195k
...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 timeWork at officeRemote workWorldwide- ...economics students from four-year colleges and universities in order to strengthen our team for the future. The intern will perform financial analysis and present findings and recommendations to senior leadership. The intern will also assist in the development and...Work experience placementInternshipWork at office
$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. CRST The Transportation Solution, Inc. CRST is celebrating 70+ years of grit, growth, and forward...Bi-weekly payFor contractorsWork experience placementWork at officeLocal areaMonday to Friday$68.2k
...Main Campus, 6301 Kirkwood Blvd SW, Cedar Rapids, IA Job Type: Full-Time Board-Approved Job Number: 03000 Division: Financial Operations Department: Finance Opening Date: 09/03/2026 JOB GOAL: To advance the college's mission, vision, principles...Full timeWork at officeMonday to Friday- ...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
$97k - $129k
...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 workWorldwide
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
- associate corporate finance Cedar Rapids, IA
- financial advisor development program Cedar Rapids, IA
- financial planning assistant Cedar Rapids, IA
- jde finance consultant Cedar Rapids, IA
- financial advisor training program Cedar Rapids, IA
- financial counselor Cedar Rapids, IA
- financial planning administrator Cedar Rapids, IA
- financial planner Cedar Rapids, IA
- financial advisor associate Cedar Rapids, IA
- finance associate Cedar Rapids, IA



