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 3 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Bismarck, ND vacancy
- Overview 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...Suggested
$61k - $119k
...Education 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
Bismarck, ND1 day ago- ...first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Prudential Financial Business Development Manager/ Stategic Growth Partner/ Upper Midwest & MT, WY Prudential Advisors is looking for an experienced financial...SuggestedFull time
- Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...SuggestedLocal area
$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- The Clinic/Hospital/LTC is seeking a Full-Time Patient Financial Counselor to assist patients, residents, and family members in understanding costs of treatment and developing payment solutions. Communicate with patients, residents, and insurance companies Document and...Full time
- ...Job Description Job Description Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll...
Thrivent
Bismarck, NDmore than 2 months ago $60k
...will be responsible for relationship development and providing financial and investment guidance and expertise to existing and prospective... ...researching and developing subject matter expertise to consult clients appropriately. Maintain knowledge of current developments...Base plus commissionFull timeOld National Bank
Bismarck, ND4 days ago- ...Sequoia Financial Group is excited to announce new opportunities to join our growing team, made possible through a strategic partnership with a leading CPA and consulting firm, Eide Bailly. Our firm recently acquired Eide Bailly Wealth, the wealth management practice...Full timeContract workWork at office
Sequoia Financial Group
Bismarck, ND4 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 hours- Northwestern Mutual, based in North Dakota, is seeking College Financial Representatives for an internship program that provides mentorship and a framework for building a financial planning practice. This role allows students to network, develop a business strategy, gain...Full timeInternshipFlexible hours
$20 - $24 per hour
...At U.S. Bank were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life...Full timeTemporary workLocal areaRelocation packageU.S. Bank
Bismarck, ND8 days ago$20.25 - $24.75 per hour
...Job Title Client Relationship Consultant Job Description Client Relationship Consultants build relationships with customers,... ...outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions...Temporary work$125k - $150k
United StatesSuitability/Public TrustFully remoteInformation TechnologyOverviewGovCIO is seeking a highly experienced Data Security Analyst — Master to lead the design, implementation, operation, and continuous improvement of enterprise security controls that protect data...Full timeRemote workGovCIO
Bismarck, ND1 day ago$17 - $29.75 per hour
...strengthens client relationships by delivering personalized financial advice and solutions. This role focuses on understanding client... ..., referrals, and digital adoption. Consistently execute a consultative sales approach, focusing on advice and long-term relationship...- ...National Bank in the United States seeks a Relationship Banker to build and grow client relationships by delivering personalized financial advice and solutions. This role focuses on understanding client needs, guiding them to suitable products, and connecting clients to...
- ...to serve as trusted advisors who help customers achieve their financial goals through personalized solutions and meaningful relationships... .... (25-35%) Retention and Maintenance of Existing Customers- Consults with customers over the lifecycle of the relationship to...Work experience placement
- ...professionals. In this role, you will: Perform complex commercial credit analysis and underwriting Analyze borrower financials, cash flow, collateral, repayment capacity, and overall credit risk Prepare and present comprehensive credit memorandums...Bank staff
BNC National Bank
Bismarck, ND2 days ago $106.68k - $170.73k
...business partners to develop and maintain monitoring content relevant to their use cases related to academic integrity investigations, financial aid fraud, and system/network administration. Analyze, implement, and approve tuning of alert content and security tools. Remain...Full timeRemote workWorldwide- Bravera Bank is hiring for a Full-time Teller in Underwood, ND. Bravera is an employee- and director-owned company that is committed to helping our employees forge a new path in their career. We work together to drive continuous improvement which enhances the customers...Full timeFor contractors
Bravera Holdings Corp.
Bismarck, ND2 days ago $17.5 - $19.39 per hour
Pay or shift range: $17.50 USD to $19.39 USD The estimated range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons. Description Make the change and...Flexible hoursShift workClock Tower Community Bank
Bismarck, ND4 days ago- ...Office (GAO) and The Wall Street Journal for the accuracy and performance of our ratings, we are committed to delivering trusted financial intelligence. The Opportunity: We are seeking an experienced Investment Director to lead the research and development of...Work at officeRemote work
Weiss Ratings
Bismarck, ND3 days ago $60k - $100k
...Financial Services Representative - State Farm Agent Team Member As a Financial Services Representative - State Farm Agent Team... ...knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options....For contractorsWork at office- Customer Service Representative, Full-Time Looking for a job that doesn’t feel like “work”? Desiring a workplace atmosphere that feels like home? Union State Bank continues to blaze new trails in banking technology as well as creating a family culture within their workspaces...Full timeMonday to Friday
- Join Our Team as a Credit Analyst at Starion Bank! Are you an analytical, detail-oriented professional with a passion for financial analysis and sound credit decision-making? If so, we want you to join our team at Starion Bank! Why Starion Bank? As a growing community...Local area
- ...Competitive salary ~ Dental insurance ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with... ...of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options....
Roberta Storm - State Farm Agent
Bismarck, ND1 day ago - Job Description Job Description Vault Teller Part Time Wednesday / Thursday / Friday - 7:30am - 4:00pm Rochester Armored Car, Premier Armored Services provider is a Team oriented, family-owned business that is looking to add qualified members to its Team. With...Part timeShift work
Rochester Armored Car
Bismarck, ND13 days ago - ...reporting cycles across multiple investment managers. Drive Financial Reporting: Lead quarterly portfolio accounting and... ...accounts design in partnership with an outside implementation consultant. Manage External Relationships: Serve as the primary accounting...Work at officeRemote workRelocation3 days per week
Voy Ventures
Bismarck, ND1 day ago - DescriptionThe Senior Acquisition Specialist leads land rights acquisition and access coordination efforts for complex projects. The Senior Acquisition Specialist role facilitates advanced negotiations, resolves escalated landowner issues, and ensures compliant access for...
Burns & McDonnell
Bismarck, ND3 days ago - ...friendly, customer-focused Universal Banker to join our team. This position is responsible for providing deposits, withdrawals and other financial interactions while providing excellent customer service to all customers. Some traits that are important to demonstrate are strong...Monday to Friday
Kirkwood Bank and Trust
Bismarck, ND2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
Related searches
- financial consultant Bismarck, ND
- financial associate Bismarck, ND
- jde finance consultant Bismarck, ND
- financial planner Bismarck, ND
- wealth advisor Bismarck, ND
- financial planning administrator Bismarck, ND
- financial planning assistant Bismarck, ND
- estate planning consultant Bismarck, ND
- financial counselor Bismarck, ND
- financial advisor associate Bismarck, ND