Financial Consultant
WealthBridge Financial Group
Job Description
Job Description
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.
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 5 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Hiawatha, IA vacancy
- ...Job Description Job Description 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...Suggested
WealthBridge Financial Group
Robins, IA5 days ago - ...Description As an Experienced Financial Advisor with New York Life, the role focuses on helping individuals, families, and business owners achieve their financial goals through personalized financial planning and risk-management strategies. The Financial Advisor develops...Suggested
New York Life Iowa office
Cedar Rapids, IA4 days 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....SuggestedPart timeLocal areaBmo
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, 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...SuggestedWork at officeUnavailable
Cedar Rapids, IA20 hours 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, IA20 hours 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 $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, IA2 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, IA20 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 areaUnavailable
Cedar Rapids, IA1 day 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 Life Insurance Company
Cedar Rapids, IA1 day ago- ...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, IA13 days ago - ...Description Join New York Life, a company that stands tall with a legacy of excellence in the insurance industry. As an Entry-Level Financial Advisor, you'll be part of a team that values your unique contributions and empowers you to grow your career. We're committed to...Flexible hours
New York Life Iowa office
Cedar Rapids, IA3 days ago - ...Financial Advisor At BMO Bank LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at BMO Bank in Cedar Rapids, IA would allow you to join the Investment Program at BMO Bank as a Financial Advisor...Local 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 hoursNorthwestern Mutual
Cedar Rapids, IA1 day 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 - ...their team in Cedar Rapids, Iowa. This role offers flexibility to work from home while conducting virtual consultations with clients, helping secure their financial well-being. Key responsibilities include building client relationships, assessing needs, and performing...Weekly payRemote workWork from homeFlexible hours
Medium
Cedar Rapids, IA8 hours ago $72k - $90k
...high-performance teams? Join WWT today! What is the Solutions Consulting & Engineering (SC&E) Team and why join? Solutions Consulting... ...as assigned Ability to manage budgets, analyze financial reports, and track profitability across projects Skilled at...Full timeRemote workShift workWorld Wide Technology
Cedar Rapids, IA20 hours ago- ...Patient Financial Representative The Physicians' Clinic of Iowa Central Business Office is seeking a full-time Patient Financial Representative to support our mission of delivering exceptional healthcare through outstanding patient financial services. Primary duties...Full timeWork at officeWeekend work
- ...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
- ...digital tools, self-service options, or the appropriate team member. Build relationships, actively listen to understand everyday financial needs, and connect customers to relevant information, services, digital tools, or bankers. Identify potential product or service needs...Part timeWork experience placement
Jobtailor
Cedar Rapids, IA20 hours 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 visaFlexible hours
$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$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- POSITION SUMMARY Oversees all teller operations including scheduling, supervising and providing work direction to Tellers to ensure customers are provided accurate information and courteous, efficient service regarding customer/Bank transactions. Responsible for bank vault...Flexible hours
Farmers State Bank
Hiawatha, IA3 days ago - ...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, IA3 days 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- ...management Strong organizational, tracking, and communication skills, with attention to follow‑through Strong understanding of dealership financials to facilitate tracking of program impact on measurable outcomes. Comfortable working across functions and influencing without...Work at officeMonday to FridayFlexible hoursShift workNight shift
careers-altorfer
Cedar Rapids, IA7 hours ago $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 shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
