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
- ...WealthBridge Financial Group in Cedar Rapids is looking for a dedicated Financial Consultant. In this role, you will engage with clients to understand their financial objectives and provide tailored advice, including investment opportunities and retirement planning. Your...Suggested
WealthBridge Financial Group
Cedar Rapids, IA4 days ago $61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming 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...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Cedar Rapids, IA5 days ago- ...Join us as an Experienced Financial Advisor at New York Life, where you'll have the opportunity to empower individuals and businesses with tailored insurance solutions. You'll be part of a team that values integrity and excellence, supported by a company renowned for its...SuggestedImmediate start
WizeHire
Cedar Rapids, IA2 days ago $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 areaHispanic Alliance for Career Enhancement
Cedar Rapids, IA5 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, IA5 days ago- ...We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and... ...mentorship Support from corporate development managers and product consultants to assist you Access to digital sales, prospecting, and...Full timeLocal area
New York Life Iowa General Office
Cedar Rapids, IA5 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, IA5 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, 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'...Work experience placementWork at officeLocal areaFlexible hours
Equitable Advisors LLC
Cedar Rapids, IA4 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 $1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Cedar Rapids, IA5 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- ...Description Join us at New York Life Iowa General Office as an Entry-Level Financial Advisor and start building a fulfilling career in the insurance industry. With our supportive team, you'll have the chance to grow and excel while helping clients achieve their financial...Full timeWork at officeImmediate start
New York Life Iowa office
Cedar Rapids, IA3 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
Cedar Rapids, IA1 day ago- ...GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, our principle-centered business philosophy and our team-based operating approach are key...Temporary workCasual workWork at officeWork visaFlexible hours
GreatAmerica Financial Services
Cedar Rapids, IA4 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 - ...aspects of the organization's enterprise architecture. Regularly reviews new business and regulatory requirement with the CISO and consulting team to optimize selection of the best security technologies for an organization. Works with Vendors and other business units to...Shift workDay shiftAfternoon shift
Mercy Care
Cedar Rapids, IA1 day 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 officeWorldwide
$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...Full timeBank staffWork at officeMonday to FridayNight shiftDay shiftHills Bancorporation
Cedar Rapids, IA4 days ago- Come join our team and become a BankIowan! We are currently looking for a Full-Time Client Servicing Teller for our Southwest Cedar Rapids Branch! Position Summary: Perform all assigned client service and operational functions as shown on the teller training checklist...Full timeWork at office
BankIowa
Cedar Rapids, IA2 days ago $150k - $180k
...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 workWorldwideRelocation package- ...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
Cedar Crossing Casino & Entertainment Center
Cedar Rapids, IA1 day ago $300k
...Job Description Job Description Join New York Life Iowa General Office as an Experienced Financial Advisor, where you’ll play a crucial role in helping individuals and families achieve financial security and peace of mind. We offer a supportive and innovative culture...Full timePart timeWork at officeImmediate start$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- ...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, IA1 day ago $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- ...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$97k - $122k
...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$64.05k - $80k
...Segra is searching for a qualified and experienced Financial Analyst II to join us in a full-time capacity. Location Requirement The work arrangement for this role is a hybrid position, requiring a minimum of three (3) days in the office, with flexibility to work remotely...Full timeWork at officeImmediate startRemote workFlexible hours2 days per weekSegra
Cedar Rapids, IA2 days ago
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