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
- ...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...Suggested
WealthBridge Financial Group
Green Bay, WI4 days ago - ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. You will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals. You will leverage your financial...Suggested
Wealthbridge-Financial-Group
Ashwaubenon, WI5 days ago - ...we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. The Financial Advisor is responsible for managing existing client relationships and formulating and implementing advice. They are also expected...SuggestedBank staffWork at officeLocal area
Nicolet National Bank
Green Bay, WI1 day ago $61k - $119k
...Financial Advisor Opportunity 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...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
De Pere, WI3 days ago- ...Are you ready to take your financial services expertise to an environment where you’re valued and supported? Are you seeking a career where your potential is limitless? Whether you’re a seasoned professional or looking to launch your career in financial services, Lakeshore...SuggestedRemote workFlexible hours
Lakeshore Financial Group
Green Bay, WI1 day ago $118.17k - $144.43k
...At U.S. Bank, we’re 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...Temporary workWork experience placementLocal areaU.S. Bank
Green Bay, WI3 days 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 areaRemote workFlexible hoursNorthwestern Mutual Life Insurance Company
De Pere, WI4 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
De Pere, WI2 days ago- ...that our people are our most valuable asset, and we are committed to investing in their growth and development. The Associate Financial Advisor is responsible for managing existing client relationships and formulating and implementing advice. They are also expected...Work at officeLocal area
Nicolet National Bank
Green Bay, WI1 day ago $41.71k - $65k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a...Part timeLocal areaImmediate startDay shiftBmo
Green Bay, WI5 days ago$17 - $28.96 per hour
...exceptional service, and learn the skills to grow your banking career. In this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands-on experience,...Hourly payImmediate startAssociated Banc-Corp
De Pere, WI1 day ago- ...relationships for Nicolet and your branch, serving as a trusted financial advisor who reflects Nicolet's culture, values, and... ...Relationship Building Deliver a highly personalized and consultative customer experience across in-person, phone, and digital channels...Temporary workWork at officeLocal area
Nicolet National Bank
Green Bay, WI4 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
De Pere, WI5 hours ago- ..., insurance options, and securing appropriate solutions. Achieving assigned goals Providing members with sound guidance for their financial needs and referring as needed to partnering teams (i.e. Financial Well-being, Mortgage Lending, Investment Services, Treasury Management...Full timeTemporary workWork at office
Fox Communities Credit Union
Green Bay, WI1 day ago - ...information obtained from members and prepares analyses/loan presentations for new and renewing loan requests. Analyzes corporate financial statements and tax returns, personal tax returns, and personal financial statements. This includes assessing cash flow, balance sheet...Work experience placementWork at officeWork from home
Capital Credit Union
Green Bay, WI4 days ago - ...What you’ll do Drive business growth by identifying, developing, and expanding client relationships through proactive outreach and consultative selling. Serve as a strategic connector across business lines to deliver seamless cross‑sell opportunities and a boutique client...Full time
- ...the fast-paced world of short-term lending at Dollar Loan Center! As a Loan Processor, you’ll help customers meet their short-term financial needs. You will review applications, verify information, and fund the loan! You’ll help customers every step of the way, whether...Temporary workWork at office
Priority Dispatch
Green Bay, WI4 days ago - ...assistance to the Commercial Lenders as requested. As a Credit Analyst, you will: Spread and make interpretive analysis of financial statements, to include historical analysis and financial forecasting using the Baker Hill Statement Analyzer software; Analyze...Work experience placementWork at officeLocal area
Nicolet National Bank
Green Bay, WI3 days ago - ...direct deposit, ACH, payroll deduction, wire transfers, and safe deposit boxes. Concentrates on building financial relationships with members, using a consultative approach. Discusses special promotions, and makes member referrals to Member Service Representatives, Mortgage...Work at officeNight shift
Capital Credit Union
Green Bay, WI1 day ago - ...credit union serving more than 130,000 members at over 20 locations. We take pride in being a progressive, member-owned, full service financial institution dedicated to serving the community. Fox Communities Credit Union believes our team members are our most important...Full timeTemporary workFlexible hours
Fox Communities Credit Union
Green Bay, WI2 days ago - ...matter what industry you're joining us from. Service, accuracy, organization - you'll get to do it all in this role as you expand your financial services expertise. If you crave a work environment that has life-friendly hours, a community-centered vibe, and is a place where...Work at officeMonday to FridayDay shift
West DePere Branch
De Pere, WI5 days ago $17 - $22.96 per hour
...interaction. In this front-line role, you'll process transactions accurately, identify opportunities to meet customer needs, and promote financial solutions that help our clients achieve their goals. Grow your banking knowledge while contributing to a team that values...Hourly payNight shiftAssociated Banc-Corp
Green Bay, WI1 day ago- ...At Fortifi Bank, our Credit Analysts are responsible for analyzing current credit data and financial statements of individuals and businesses to determine the degree of risk involved in extending credit for use in the loan decision-making process. At Fortifi Bank, we...
Fortifi Bank
Green Bay, WI2 days ago - ...will: Assists retail bankers in screening customer loan applications to determine loan eligibility by compiling personal financial data daily. Log in required initial loan documents and review for compliance, discrepancies, and omitted data and follow up for resolution...Self employmentLocal area
Nicolet National Bank
Green Bay, WI1 day ago - ...underwriting requests for credit extensions to new and existing commercial loan clients. The right credit analyst will perform detailed financial analysis for all lending opportunities, prepare credit approval and modification requests for presentation to loan committee by...Temporary workInterim roleLocal area
$19 per hour
Lead Teller – Pay Starting at $19+ DOE Location: 1901 Main St, Green Bay, Wisconsin Job Summary Responsible for coordination of branch activities, performing office and administrative duties, resolving problems, and actively cross‑selling bank products and services. Supports...Work at officeNorth Shore Bank
Green Bay, WI5 days ago- ...and analysis. Essential Duties and Responsibilities: Reviews credit application Establishes lines of credit Conducts financial analysis including 3rd party report review Makes recommendations to the Manager of Credit. Prioritizes credit reviews for existing...
BayView Industries of Green Bay Inc
Green Bay, WI8 days ago - ...Performs all other duties as assigned. Qualifications: High School Diploma or equivalent 1-2 years of positions held within the financial banking industry. PC, phone system, general office equipment Proficient in using the suite of Microsoft Office systems to...Work at officeLocal area
- ...Vice President, Commercial Loan Officer About the Company A growing, mid-sized financial institution with advancement opportunities. Industry Banking Type Privately Held About the Role The Company is seeking a Vice President, Commercial Loan Officer...
$31.25 - $38.5 per hour
...Bay organization, is seeking a dedicated and detail-oriented Financial Analyst to join their team. As a Financial Analyst, you will be... ...environment in Green Bay, WI Upon completion of waiting period consultants are eligible for: ~ Medical and Prescription Drug Plans ~...Hourly payWeekly payTemporary workFlexible hoursManpower Group Inc.
Green Bay, WI5 days ago
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