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
- ...Financial Planner Location US-MS-Ridgeland | US-AL-Mobile | US-FL-Santa Rosa Beach | US-Within Trustmark's Geographic Footprint... ...Exit Planner) preferred CBEC(Certified Business Exit Consultant) preferred CEPA(Certified Exit Planning Advisor) preferred...SuggestedFull timeWork at officeNight shift
$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 office$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...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hours$65k - $75k
...involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment...SuggestedWork at officeLocal area- ...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...Local area
- ...counsel and wealth management services to our private client group. The successful candidate should be skilled and experienced in using financial planning tools and software/technology. Journey Wealth is committed to our established high-level and trustworthy client...
- ...our Dream Manager program, one-on-one guidance from a nationally certified health and wellness coach, and free access to certified financial professionals who are here to help you plan for your future. If you're looking for a career that empowers you to make...Contract workBank staffWork at officeLocal areaImmediate startFlexible hoursNight shift
$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- SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client relationship...Full timePart time
- ...our Dream Manager program, one-on-one guidance from a nationally certified health and wellness coach, and free access to certified financial professionals who are here to help you plan for your future. If you're looking for a career that empowers you to make...Contract workBank staffWork at officeLocal areaImmediate startFlexible hoursNight shift
$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 hours- ...About the Role: As a Personal Banker will work with customers, helping them manage their personal finances and achieve their financial goals. You will be responsible for building and maintaining strong relationships with customers by understanding their needs and recommending...Work at office
- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
- ...Modern Woodmen Fraternal Financial and MWA Financial Services. A Great Place to Work-Certified™ Region. As a fraternal benefit society, we have no stockholders. We’re owned and operated by and for the benefit of our members. We specialize in retirement planning, investments...Full timeWork at officeFlexible hours
- ...& development Vision insurance Join the winning team at P&W Financial Group (serving Northwestern Mutual across Greater Jackson to... ...providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals,...Work at officeLocal areaVisa sponsorshipFlexible hours
- SUMMARY Performs a wide range of activities related to the issuing of credit and maintaining lending relationships. Activities include completing of loan papers and legal documents, disbursing loan proceeds, receiving loan payments and maintenance of monitoring systems...Work at office
- ...high quality customer service by accurately and efficiently completing bank transactions as well as identifying products to meet financial needs of bank customers. Other duties may be assigned. PRINCIPLE ACCOUNTABILITIES Provide high quality customer service within the...Temporary workNight shift
- We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. Prudential will provide...
$97k - $192k
...Opportunity for advancement Training & development Vision insurance The Marsh Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the...For contractorsWork at officeLocal areaWork from homeFlexible hours- ...activities. • Maintain documentation within approved systems including AgDocs and DebtDomain. • Monitor monthly reporting of financials and compliance items for Borrowers and Participations. • Process collateral vault operations and file maintenance. •...Work experience placementWork at office
- ...matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers...Permanent employmentFull timeMonday to Friday
- ...matching them with the appropriate bank products and services to enhance a current or prospective customer’s satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers...Night shift
$46.99k - $122.4k
...community at a time. Primary Responsibilities: Assists in the development and preparation of annual budgets, forecasts, and long-term financial plans by collaborating with stakeholders to gather inputs, analyze financial data, and provide recommendations for financial...Hourly payFull timeTemporary workWork experience placementLocal area$5,000 per month
...Location: Jackson, MS HOPE Overview HOPE (Hope Enterprise Corporation, Hope Credit Union and Hope Policy Institute) provides financial services; leverages resources; and engages in advocacy that strengthens the financial health of people in under-resourced Deep South...Full timeH1bWork at officeVisa sponsorshipWork visaFlexible hours- ...Description Summary Responsible for providing an exceptional customer service experience and contribute to improving the financial wellness of our customers. Essential Functions Receive checking and saving deposits: verify cash and endorsements, receive proper identification...Night shift
- ...customer service experience preferred Ability to communicate with customers and identify opportunities to help customers with their financial needs by identifying cues and clues while processing their transaction 10-Key skills Mathematical skills, including the ability to...Contract work
- General Job Responsibilities Tellers working for Community Bank are our first line interface with our customers and as such are required to demonstrate a high level of customer service and customer interaction. Tellers will handle customer required banking needs including...Work experience placement
$5,000 per month
...time Location: Jackson, MS HOPE Overview HOPE (Hope Enterprise Corporation, Hope Credit Union and Hope Policy Institute) provides financial services; leverages resources; and engages in advocacy that strengthens the financial health of people in under-resourced Deep South...Full timeH1bWork at officeVisa sponsorshipWork visaFlexible hours- ...Walmart, Meijer, and Kroger stores. Branch Hours Monday - Friday: 10:00 a.m. - 7:00 p.mSaturday: 10:00 a.m. - 3:00 p.m.Sunday: Closed. Financial Service Representative We are currently seeking a Financial Services Representative to join us. The person in this position will...Monday to FridayFlexible hours
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