Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Experienced Financial Advisor - Independent Platform (Indiana)

WealthBridge Financial Group

Job Description

Job Description

WealthBridge Financial Group is seeking a results-oriented Experienced Financial Advisor 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 Experienced Financial Advisor 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.

Requirements

  • 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.

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
Vacancy posted 28 days ago
Similar jobs that could be interesting for youBased on the Experienced Financial Advisor - Independent Platform (Indiana) in Bloomington, IN vacancy
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune...  ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud...  ...to the home office – You’ll work independently but will have a team of thousands backing... 
    Suggested
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Bloomington, IN
    5 days ago
  • $95 - $119 per hour

     ...Job Description SonderMind is a leading mental health care platform revolutionizing therapy services by empowering licensed mental...  ...Must be fully licensed by the State Board to provide therapy independently and without supervision (e.g., LPC, LCSW, LMFT, LMHC, LCPC, LCSW... 
    Platform
    Bi-weekly pay
    Hourly pay
    Work at office

    SonderMind

    Bloomington, IN
    27 days ago
  •  ...leading peer-to-peer lessons marketplace, on a mission to connect independent Tennis coaches in Sioux City | TeachMe.To with aspiring...  ...Tennis Instructors in Sioux City | TeachMe.To to join our dynamic platform. Whether you're a seasoned Tennis coach or new to the Tennis... 
    Platform
    Immediate start
    Flexible hours

    TeachMe.To

    Bloomington, IN
    16 days ago
  •  ...We're seeking confident and dependable independent contract delivery professionals across...  ...based food deliveries. Join a driver-first platform that values your time, respects your...  ...schedule that supports your lifestyle and financial goals. What You'll Need A... 
    Platform
    Contract work
    For contractors
    Immediate start
    Flexible hours

    DeliverThat

    Bloomington, IN
    3 days ago
  • $50k - $60k

     ...The Indiana University School of Education is known for preparing...  .... Provides monthly financial reports and conducts fiscal...  ...experience using electronic platforms to perform various tasks....  ...experience solving problems with independent thought. Proficiency in computer... 
    Platform
    Full time
    Work experience placement
    Work at office
    Flexible hours

    Indiana University

    Bloomington, IN
    3 days ago
  • Cardiovascular Surgery physician employment in Indiana : Whether you are searching for a...  ...~ Comprehensive cardiac and thoracic platform ~ TAVR and MitraClip structural heart...  ...recruiters match your career preferences ~ Experienced support teams take care of every detail... 
    Platform
    Contract work
    Work visa

    CompHealth

    Bloomington, IN
    19 days ago
  •  ...Leadling is actively searching for seeking experienced Mortgage Loan Officers ready to...  ...income The ability to operate like an independent business owner Requirements Ideal...  ...More of what your earn Fully remote platform National lending footprint No income... 
    Platform
    Local area
    Remote work
    Flexible hours

    Leadling

    Bloomington, IN
    16 days ago
  • $17 - $29.75 per hour

     ...providing insight, advice, and personalized financial solutions for their clients....  ...Relationship Banker II Experienced bankers who have successfully completed...  ...resumes from external staffing agencies or independent recruiters for any of our openings unless... 
    Full time
    Immediate start

    Old National Bank

    Bloomington, IN
    13 days ago
  •  ...Title**Student Brand Ambassador, Nursing - Indiana University - Bloomington**Job...  ...social media ambassador- leveraging your own platforms to authentically share Kaplan updates, upcoming...  ...requiring interaction with minors, financial records, or other sensitive and/or confidential... 
    Platform
    Remote work
    Flexible hours

    Kaplan

    Bloomington, IN
    4 days ago
  •  ...access to minimally invasive and robotic platforms. \t Collaboration with a...  ...Eligible in Gynecology. \t Eligible for Indiana medical licensure. \t Proficiency/interest...  ...robotic surgery preferred. \t Open to both experienced physicians and new graduates with strong... 
    Platform
    Full time
    H1b
    Live in
    Visa sponsorship
    Relocation package

    Indiana University Health

    Bloomington, IN
    17 days ago
  •  ...facilities in Bloomington, Indiana, US and Halle/Westfalen, Germany...  ...and process preferred Experienced understanding of cGMPs and other...  ...time effectively and independently within assigned responsibilities...  ...review the Simtra Recruitment Platform Global Privacy Policy:... 
    Platform
    Contract work
    Temporary work
    Work at office
    Worldwide
    Flexible hours
    Night shift
    Day shift

    Simtra US LLC

    Bloomington, IN
    1 day ago
  • $25 per hour

     ...apply, simply click on the link below: Start the registration here! Or copy and paste this link: Why Prolific is a great platform to join as a Participant Joining our platform as a Prolific participant will give you the chance to influence the AI models of the... 
    Platform
    Self employment
    Work from home
    Flexible hours

    Prolific Academic Ltd

    Bloomington, IN
    3 days ago
  • $50 - $60 per hour

     ...is an opportunity to work with us as an independent contractor.   We're currently...  ...for finance professionals. We're seeking experienced finance professionals with advanced degrees...  ...expertise to help shape how AI understands financial principles and decision-making.... 
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Bloomington, IN
    more than 2 months ago
  • $50 - $60 per hour

     ...for finance professionals. We're seeking experienced finance professionals with advanced...  ...expertise to help shape how AI understands financial principles and decision-making. We’...  ...handle any currency conversions from USD. This is an independent contract position.... 
    Hourly pay
    Contract work
    Work experience placement
    Remote work
    Flexible hours

    Data Annotation

    Bloomington, IN
    a month ago
  •  ...Job Description Job Description Join our network of independent alteration professionals specializing in prom and special event dresses...  ...contractor role) • Local client requests provided through the platform • Flexibility to accept the jobs that fit your schedule •... 
    Platform
    For contractors
    Local area
    Work from home
    Afternoon shift

    Thimble Alterations

    Bloomington, IN
    13 days ago
  • $50 - $60 per hour

     ...is an opportunity to work with us as an independent contractor.   We're currently...  ...for finance professionals. We're seeking experienced finance professionals with advanced degrees...  ...expertise to help shape how AI understands financial principles and decision-making.... 
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Bloomington, IN
    more than 2 months ago
  • $100k - $152k

     ...and opportunities. Strong and effective presentation skills across multiple channels (face to face, phone, and virtual engagement platforms). Excellent written and verbal communications skills. Demonstrated analytical skills and business acumen (conduct business analysis... 
    Platform
    Full time
    Part time
    Night shift
    Weekend work

    IQVIA

    Bloomington, IN
    4 days ago
  •  ...Family Support: Promote individual choice, independence, and person-centered planning while...  ...the ability to adapt to new technology platforms Licensure & Transportation: Valid driver...  ...Regulatory Knowledge: Knowledge of Indiana-specific disability service regulations... 
    Platform
    Work at office

    Broughton Group

    Bloomington, IN
    3 days ago
  •  ...Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and...  ...Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning... 
    Local area
    Immediate start
    Remote work
    Relocation

    Corebridge Financial

    Bloomington, IN
    2 days ago
  •  .... Ability to maintain confidentiality. Ability to work independently and in a team environment. Basic math skills including percentages...  ...leasing season schedules. Comfortable using social media platforms and creating posts for marketing, outreach, and community... 
    Platform
    Part time
    Work at office
    Weekend work

    University Partners

    Bloomington, IN
    16 days ago
  •  ...Location: Indianapolis, Indiana Position Title: Service...  ...technical capability but in need of experienced operational guidance. The...  ...built a significant service platform, employing a large technical...  ...sophistication and financial oversight than traditional service... 
    Platform
    Work at office
    Immediate start

    Delta Diversified

    Bloomington, IN
    16 hours ago
  •  .... Ability to maintain confidentiality. Ability to work independently and in a team environment. Basic math skills include percentage...  ...Ability to work weekends. Comfortable using social media platforms and creating posts for marketing, outreach, and community... 
    Platform
    Permanent employment
    Temporary work
    Seasonal work
    Work at office
    Immediate start
    Weekend work

    University Partners

    Bloomington, IN
    28 days ago
  • $43.81k

     ...and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering...  ...Details Bloomington Whitehall Location: Bloomington, Indiana Equal Opportunity Employer/including Disabled/Veterans Job... 
    Full time
    Flexible hours

    Regions Bank

    Bloomington, IN
    1 day ago
  • $1,000 per month

     ...client's home. Make in-person calls on real estate agents, financial advisors and other potential referral sources to develop borrower leads...  ...and Disaster Fund is a program to support our team members experiencing hardships Newrez NOW: Through Newrez NOW, our... 
    Local area

    NewRez LLC

    Bloomington, IN
    4 days ago
  •  ...critical role in supporting resident dignity, independence, and well-being, while advancing the...  ...preferred. Knowledgeable of and experienced in conducting preadmission assessments,...  ...programs (Outlook, Excel, Word), web-based platforms, electronic health record systems, and... 
    Platform
    Interim role
    Work at office

    Cedarhurst

    Bloomington, IN
    8 days ago
  •  ...AND RESPONSIBILITIES:* Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify...  ...with your talent acquisition partner. LOCATION -- Bloomington, Indiana 47401Attention search firms and staffing agencies: do not... 
    Work experience placement
    Work at office

    Fifth Third

    Bloomington, IN
    11 hours ago
  • $1,853.36 per week

     ...FlexCare is seeking an experienced Stepdown Unit Registered Nurse for an exciting Travel Nursing job in Bloomington, IN. Shift: 3x12 hr...  ...and building lasting relationships​. ~ Fast-Track to Travel Platform: Our platform offers our clinicians an all-in-one hub for finding... 
    Platform
    Flexible hours
    Shift work
    Night shift

    FlexCare

    Bloomington, IN
    2 days ago
  •  ...with clients via phone, email, and online platforms to understand their travel preferences...  ...abilities Ability to work independently and remotely while maintaining a high level...  ...Apply now to join our team as a Vacation Advisor and help our clients discover the world... 
    Platform
    Remote work
    Flexible hours

    Next Stops travel

    Bloomington, IN
    4 days ago
  •  ...Oral Surgery Location: Bloomington, Indiana Hours: Part-time position with...  ...visibility. Monitor online review platforms (Google, Healthgrades, Yelp) and...  ...attention to detail and ability to work independently in a fast-paced environment. Ability... 
    Platform
    Full time
    Temporary work
    Part time
    Work at office
    Local area
    Immediate start
    Flexible hours
    Night shift

    Oral Surgery Partners

    Bloomington, IN
    16 hours ago
  • $1,400 - $1,800 per week

     ...% of truck service handled by our in-house shop - Driver Independence - Less micro-management, more trust- Family Feel - From dispatch...  ...cubby, outlets •LED headlights, blind spot sensor •Platform Science GPS • Brand-new, unused mattress Freightliner Cascadias... 
    Platform
    Weekly pay
    Daily paid
    Price work
    Night shift

    A.D. Transport Express

    Bloomington, IN
    13 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Experienced Financial Advisor - Independent Platform (Indiana). Be the first to apply!