Financial Consultant - Learn & Lead in Advanced Strategies for HNW Clients

WealthBridge Financial Group

Job Description

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.

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

Apply

Vacancy posted 22 days ago

Similar jobs that could be interesting for youBased on the Financial Consultant - Learn & Lead in Advanced Strategies for HNW Clients in Olathe, KS vacancy

HR Leader, Private Client Services
$129.6k - $194.3k
...impact every day. Learn more about what... ..., Private Client Services at MMA... ...model of a local consultant with the global... ...of the world’s leading professional... ...professional services or financial services... ...& CEO, CFO, Strategy Leader, and MMA... ...field required; advanced degree or SPHR...
Suggested
Minimum wage
Local area
Remote work
Night shift
Marsh LLC
Overland Park, KS
4 days ago
Partner - Wealth Advisor
...services to your clients? We are looking for... ...align your long-term financial success with the... ...to act as the "lead advisor" across all... ...-house experts in advanced tax planning, family... ...high-net-worth (HNW) and ultra-high-net... ...and wealth transfer strategies using the firm's...
High net worth
Work at office
THORNDALE PARTNERS
Overland Park, KS
2 days ago
Wealth Advisor
$150k - $250k
...you will help clients maximize their... ...Tax Planning, Financial Planning, and... ...integrate financial strategies and... ...environment. ~ Advanced knowledge in Excel... ...continuous learning and advancement... ...compensation, industry-leading benefits and a... ...tax and consulting services, and...
High net worth
Full time
Work at office
Local area
Remote work
Flexible hours
Aprio
Overland Park, KS
3 days ago
Financial Solutions Advisor Registration Candidate - Greater KC Market
...Financial Solutions Advisor Registration Candidate... ...for our clients, teammates, communities... ...opportunities to learn, grow, and make... ...opportunity to advance in many roles within... ...using a defined consultative approach with... ...confidence, and recommend strategies to help clients...
High net worth
Work at office
Immediate start
Monday to Friday
Shift work
Day shift
Bank of America
Overland Park, KS
2 days ago
Data Center Growth & Client Strategy Leader
A leading engineering firm is seeking an Industrial Client Service Leader focused on driving their national strategy in the rapidly growing data center market. The ideal candidate will have extensive experience in consulting and engineering projects for data centers and...
Suggested
CDM Smith
Overland Park, KS
3 days ago
Financial Advisor
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual... ...where you can help your clients achieve their goals through... ..., and development strategies you need to be... ...team, or becoming an advanced advisor. Responsibilities... ...from industry experts, learn the art of client acquisition...
Full time
Contract work
For contractors
Work at office
Northwestern Mutual
Olathe, KS
4 days ago
UKG Absence Lead
$73.8k - $218.8k
...Absence Management Lead with a drive to... ..., and a desire to learn, that will help develop... ...value of our clients' workforce management... ...: Provides advanced-level knowledge of... ...pre-sales and sales strategies Facilitates complex... ...transfer to our consulting base Attends to...
Work experience placement
Live in
Work at office
Local area
Accenture
Overland Park, KS
2 days ago
Advanced Manufacturing Market Leader - Engineering
...Advanced Manufacturing Market Leader As Advanced Manufacturing... ..., sales campaigns, client relations,... ...development and sales strategy to achieve business goals... ...Skills: Proven ability to lead large, cross-functional... ..., disability coverage, learning & development programs...
Contract work
Temporary work
For contractors
Flexible hours
CRG
Lenexa, KS
2 days ago
Senior FP&A Analyst
...motivated Senior FP&A Analyst to lead the financial planning and analysis... ...regional operating companies' strategies, operations, and key... ...across functional teams. Advanced proficiency in financial modeling... ...access to LinkedIn Learning and a variety of in-house and...
Full time
Flexible hours
TVH Parts
Olathe, KS
1 day ago
Workday Certified Recruiting and Talent Acquisition Architecture Lead
...Acquisition Architecture Lead. This... ...HR.For many of our clients, successfully getting... ...and execute their strategy and give them the... ...help you take your consulting to a whole new... ...organizations. Learn and grow continuously... ...help you build and advance your Workday,...
Work experience placement
Live in
Work at office
Local area
Accenture
Overland Park, KS
5 days ago
College Financial Representative, Internship Program
$1,000 per month
...Overview College Financial Representatives in the... ...allowing you to: Learn how to prospect and network... ...your business and client base Develop and execute on a business strategy Call on potential clients... ...and industry-leading products to give our clients...
Full time
Contract work
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual Life Insurance Company
Olathe, KS
1 day ago
Financial Consultant (Remote)
...About the job Financial Consultant (Remote) Empower Your Family... ...About Us: We’re a leading financial services... ...in the lives of our clients. Why This Role is... ...clients about financial strategies that align with their... ...A Willingness to Learn: Whether you’re already...
Extra income
Immediate start
Remote work
Work from home
Flexible hours
Melius Consulting
Overland Park, KS
1 day ago
College Financial Representative, Internship Program - 2026-22750 - Olathe, Kansas
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern... ...career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set...
Full time
Internship
Local area
Flexible hours
Northwestern Mutual
Olathe, KS
3 days ago
Financial Solution Delivery Consultant- Post Acute (Onsite- Overland Park, KS)
...Responsible for collaborating with clients to configure software... ...evolves. We continuously strive to advance our Netsmart technologies and... .... Solution Delivery Consultant- Post Acute The Post-... ...Willingness to learn and adapt in a fast-paced, client...
For contractors
Work experience placement
Work at office
Netsmart
Overland Park, KS
1 day ago
Lead Finance Operations Specialist
$90.23k
...Analyses and Reporting • Leads internal financial, planning, and analysis projects... ...• MS Office suite with an advanced level of MS Excel •... ...supporting their efforts to learn and grow. We strive to create... ...as the needs of our clients. CDM Smith is an Equal Opportunity...
Full time
H1b
CDM Smith
Overland Park, KS
5 days ago
Client Relationship Consultant 2-4 (Banker) - Kansas City, KS
$20.25 - $24.75 per hour
...we serve to make better and smarter financial decisions and enabling the communities... ...of your career. Try new things, learn new skills and discover what you excel... ...at—all from Day One. Job Description Client Relationship Consultants build relationships with customers,...
Full time
Temporary work
Local area
U.S. Bank
Olathe, KS
5 days ago
Facilities Lead
$65.4k - $87.2k
...Description Facilities Lead (Kansas City-Hybrid) At Edelman Financial Engines (EFE), our... ...invested has job to do for our clients. That's why we are... ...then delivering advice, strategies and solutions to help them... ...clients combines our advanced methodology and proprietary...
For contractors
Work at office
Edelman Financial Engines
Overland Park, KS
2 days ago
Catering Lead
...Catering Lead Flynn Group entered the Panera system in 2015 with the acquisition of... ...Process, prepare and deliver orders to the client. Assists in organizing a team of... ...Group that offers stability, opportunity for advancement as well as a great environment, training...
Hourly pay
Contract work
Local area
Flexible hours
Panera - Flynn Group
Olathe, KS
2 days ago
Strategic Sourcing Category Lead - Mechanical Operations
...special. A company that cares. Cares about leading the way in construction, engineering,... ...implementation of a strategic procurement strategy and for partnering with key stakeholders... ...Grow here. Succeed here. If you're ready to learn more about your career with FTI, apply...
Full time
Contract work
Work at office
Monday to Friday
Flexible hours
Faith Technologies Incorporated
Olathe, KS
2 days ago
RedHat Offering Lead - (Private AI, Containers, Automation)
...Are: Accenture is a leading global professional... ...90,000 people serving clients in more than 120 countries... ...combine world-class learning and talent development... ...offering lifecycle-from strategy and investment... ...Minimum 6 years of consulting experience, preferably...
Work experience placement
Live in
Work at office
Local area
Accenture
Overland Park, KS
1 day ago
Transportation Lead
...seeking a Transportation Lead based in Overland Park,... ...work, strengthening client relationships, and developing... ...quality, schedule, and financial performance. What You... ..., including pursuit strategy, proposal development,... ...is our LEADS values (Learn continuously, Engage as...
Local area
Remote work
Flexible hours
Freese and Nichols
Overland Park, KS
1 day ago
Manhattan/Supply Chain Lead
$73.8k - $218.8k
...possible as you partner with clients to unlock hidden value and deliver... ...innovative tools, continuous learning and a global community of... ..., and value levers. Lead end-to-end discussions on supply... ...efficiency. Drive integration strategies across logistics, warehouse...
Work experience placement
Live in
Work at office
Local area
Accenture
Overland Park, KS
3 days ago
Financial Planning Specialist
$75k - $125k
...Financial Planning Specialist Join Aprio's Wealth... ...and you will help clients maximize their... ...Meet with clients to learn about their unique... ...out, looking to advance into management or... ..., industry-leading benefits and a flexible... ...non-attest tax and consulting services, and Aprio...
High net worth
Full time
Work at office
Local area
Remote work
Flexible hours
Aprio
Overland Park, KS
2 days ago
Lead Outside Sales Representative
...Business Group Position: Lead Direct Outside Sales... ...service your existing client accounts periodically... ...with effective sales strategies Inspirational... ...renewal commissions Advancement and promotions based on... ...make a difference together. Learn more at...
Weekly pay
Work experience placement
Flexible hours
Summit Business Group
Shawnee, KS
11 days ago
Personal Risk Senior Client Advisor (HNW)
$85k - $100k
...managing of assigned Premier in Client Tiers 2 and 3 (HNW & Affluent). Activities... ...new and existing clients. Consultative approach providing... ...solutions with bottom-line financial impact. USI ONE® represents... ...economic impact. Industry-Leading Programs, Rewards, and Recognition...
High net worth
Temporary work
Local area
Flexible hours
USI Insurance Services
Overland Park, KS
2 days ago
Client Manager - Aviation
...Client Manager - Aviation Our not-so-secret sauce. Award-winning,... ...and meaningful impact every day. Learn more about what makes us different... ...service model of a local consultant with the global resources of the world's leading professional services firm, Marsh...
Work at office
Local area
Night shift
Marsh & McLennan Companies
Overland Park, KS
3 days ago
Financial Advisor
...Bankers Life® Financial Advisors help clients live more and worry less through personalized... ...with help from industry-leading training, mentors, and... ...· Desire for continuous learning What we offer: • Award... ...structure • Progressive advancement opportunities • Flexible...
Work at office
Flexible hours
Bankers Life
Lenexa, KS
7 hours ago
VP, GTM Campaigns & Client Experience - Remote Leader
A leading cybersecurity firm is seeking a VP, GTM Campaigns & Client Experience to lead national campaigns and drive client retention initiatives. This fully remote role involves overseeing client experience strategies, managing a team, and aligning cross-channel strategies...
Remote work
Optiv
Overland Park, KS
1 day ago
Private Mortgage Banker (SAFE)
...Consumer Lending as part of Home Lending. Learn more about our career areas and lines of... ...affluent borrowers with realtors, builders, financial professionals, bank stores, past... ...and offer mortgage loan products based on client needs Review and analyze low to moderately...
High net worth
Hourly pay
Minimum wage
Work experience placement
Work at office
Local area
Immediate start
Night shift
Weekend work
Wells Fargo
Overland Park, KS
6 days ago
Financial Planning Associate (CFP Track)
$50k - $75k
...truly for a REAL financial advisor and not the... ...term planning, real client relationships, and... ...You're learning how to build full... ...toward becoming a lead advisor and earning... ...shuffle This is a consulting mindset. Not a quota... ...translate goals into strategy Analyze...
Morgan Hunter Companies
Overland Park, KS
2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant - Learn & Lead in Advanced Strategies for HNW Clients. Be the first to apply!