Experienced Financial Advisor - Independent Platform, Full Book Portability

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.
Deomonstrated 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 12 days ago

Similar jobs that could be interesting for youBased on the Experienced Financial Advisor - Independent Platform, Full Book Portability in Louisville, KY vacancy

Financial Advisor
$150k
...Position: Financial Advisor Locations: Denver... ...through innovative platforms and white-glove... ...Collaborate with AQI’s experienced team to develop... ...Existing client book of business... ...Ability to work independently and as part of a... ...own business Full back-office and administrative...
Platform
Work at office
Remote work
AQI Services LLC
Louisville, KY
3 days ago
Wealth Advisor
...families — and the advisors who serve them —... ...featured in Barron’s Top Financial Advisors.*... ...have built a $100M book and are now ready... ...of both worlds: an independent RIA's entrepreneurial... ...experience, platform, advanced technology... ...Responsibilities Own the full arc of the client...
Platform
Work at office
Remote work
Flexible hours
Certuity
Louisville, KY
2 days ago
Financial Advisor
$75k - $150k
...THE WELL LinkedIn Post We are hiring experienced Financial Advisors on behalf of our client - an established independent RIA and wealth management firm with approximately... ...or mid-size RIA Advisors with a portable book of business or a strong client network built...
Suggested
Local area
Remote work
Relocation
The Well
Louisville, KY
1 day ago
Experienced Bookkeeper
...Experienced Bookkeeper DMLO is seeking a full-time Experienced Bookkeeper to join our Client... ...delivering accurate, timely financial information directly to... ...ledgers, and keeping books current throughout the month... ...tools and accounting platform features Education,...
Platform
Full time
DMLO CPAs
Jeffersonville, IN
2 days ago
Financial Advisor
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial... ...for course tuition fees and books. Compensation &... ...As such, they are considered independent contractors for income tax purposes... ...equal to 0 and earned by full time, active Financial...
Suggested
Full time
Contract work
For contractors
Work at office
Northwestern Mutual Life Insurance Company
Louisville, KY
20 hours ago
Financial Advisor
...direct position with Cetera Financial Group. Accepted... ...Financial, we’re looking for an experienced and results-driven Financial Advisor to join us. If you're passionate... ...and manage a strong book of business. Uphold... ...9:00 AM to 6:00 PM Full-time hours required, with...
Full time
Contract work
Work at office
Remote work
Monday to Friday
Cetera Financial Group
Louisville, KY
20 hours ago
College Financial Representative, Internship Program
$1,000 per month
...Northwestern Mutual College Financial Representative... ...internship program mimics our full-time Financial... ...proprietary planning software platforms Engage in weekly... ...Representative or Advisor role upon graduation.... ..., they are considered independent contractors for income...
Platform
Full time
Contract work
For contractors
Internship
Local area
Remote work
Flexible hours
Northwestern Mutual Life Insurance Company
Louisville, KY
4 days ago
Financial Advisor - Business Development
$100k
...Description Job Description Role: Financial Advisor – Growth & Client Strategy Work Setup:... ...a rapidly expanding financial services platform built for advisors who want scale, support... ...opportunity within 6–12 months Full operational and administrative support...
Platform
Remote work
Shift work
MBC Talent Connections
Louisville, KY
10 days ago
Full stack with NodeJS w/ GCP
$8.99k
...Louisville,, KYSalary: USD 95-100 / Yearly (Full Time) | USD 50-55 / Hourly (C2C)... ...: Louisville, KentuckyWe are seeking an experienced .NET Full Stack Developer to design, develop... ..., APIs, microservices, and Google Cloud Platform (GCP), with a focus on secure coding, performance...
Platform
Hourly pay
Full time
SRI Tech
Louisville, KY
2 days ago
Full Stack Automation Engineer (no 3rd parties) #1020054
$120k - $135k
...Engineer This is for individuals seeking full-time employment only. No work visa... ...over experience with any single automation platform. Position Summary We seek a full... ...work while collaborating with an experienced team of C# and Angular developers. Support...
Platform
Full time
Relocation
Visa sponsorship
Work visa
Flexible hours
Dexian
Louisville, KY
3 days ago
Financial Advisor
...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors... ...First Command sponsors your pursuit of full registration and licensing as a... ...program opens the door to becoming an independent contractor Financial Advisor with First...
Hourly pay
Temporary work
For contractors
Traineeship
Work at office
Local area
Home office
First Command Financial Services
Louisville, KY
1 day ago
Manager, Full Stack AI Engineer - AWS
$99k - $232k
...Description & SummaryThe OpportunityAs a Manager, Full Stack AI Engineer - AWS you will lead... ...AWS services, CI/CD practices, and platform engineering methods- Reviewing technical... ...by law. PwC does not intend to hire experienced or entry level job seekers who will need...
Platform
Full time
H1b
PwC
Louisville, KY
9 hours ago
Freight Dispatchers Wanted (Experienced & Entry-Level) - Work From Home & Earn $8,000 to $15,000+ Per Month
$8,000 per month
...Freight Dispatchers Wanted (Experienced & Entry-Level) – Work... ...you need to succeed as an independent freight dispatcher. This... ...and proven systems A platform to grow your own book of business and scale... ...Apply today and take the first step toward financial freedom....
Platform
Hourly pay
Full time
Work from home
American Logistics Authority
Louisville, KY
21 days ago
Long/Short Equity Analyst
...qualifications by reading the full overview of this opportunity... ...a research-driven investment platform, conducting deep fundamental... ...investment ideas Excellent financial modelling, valuation and fundamental... ...and the ability to develop independent views High intellectual...
Platform
Alexander Chapman
Louisville, KY
1 day ago
Experienced Veterinary Assistant
$19 - $22 per hour
...collaborate closely with four experienced DVMs and our dedicated... ...medicine that addresses the full spectrum of pet needs. Our extensive... ...retirement options and additional financial protection benefits like Life... ...access to an online discount platform, and free 24/7 access to...
Platform
Hourly pay
Local area
Monday to Friday
Weekend work
PEWEE VALLEY VETERINARY CENTER
Pewee Valley, KY
2 days ago
MRI Technologist
$39.16 - $60.42 per hour
...Emergency response Independent work Teamwork Effective... ...to lift and utilize full range of movement to... .../pulling gurneys and portable equipment, including... ...artificial intelligence ("AI") platform, HiredScore to improve... ...a career with us and experiencing our AI-enhanced...
Platform
Hourly pay
Remote work
Relocation package
Shift work
Intermountain Health
Louisville, KY
4 days ago
Retail Assistant Manager - Full-Time
...Clarksville, IN 47129 Position Type Regular/Full time Benefits Overview Choice... ...coverage, access to our Wellbeing platform with Personify Health, and an Employee... ...that includes New Years Day, Memorial Day, Independence Day, Labor Day, Thanksgiving Day,...
Platform
Full time
Temporary work
Immediate start
Flexible hours
Weekend work
Maurices
Clarksville, IN
1 day ago
Retail Assistant Manager - Full-Time
...a Retail Assistant Manager - Full-Time at our Store 2102-Green... ...designed to support your health, financial security, and work-life... ...coverage, access to our Wellbeing platform with Personify Health, and an... ...New Years Day, Memorial Day, Independence Day, Labor Day, Thanksgiving...
Platform
Full time
Temporary work
Immediate start
Flexible hours
Weekend work
Maurices
Clarksville, IN
4 days ago
Finance Systems Interface Analyst
...integrations between various financial systems and optimizing an... ...consistency of financial data across platforms.Provide insights and... ...interpersonal skills.Ability to work independently and collaboratively.... ..., or local law.SummaryType: Full-timeFunction: FinanceExperience...
Platform
Local area
Equus Workforce Solutions
Louisville, KY
4 days ago
CT Technologist
$32.34 - $49.94 per hour
...environment. Shift Details : Full-time (36 Hours),... ...Emergency response Independent work Teamwork... ...pushing/pulling gurneys and portable equipment, including... ...intelligence (\"AI\") platform, HiredScore to improve... ...a career with us and experiencing our AI-enhanced recruitment...
Platform
Hourly pay
Full time
Remote work
Shift work
Night shift
Intermountain Health
Louisville, KY
2 days ago
Licensed Psychiatrist
$168 per hour
...clients sooner. It’s all on one free-to-use platform, no commitment required. About the... ...Why partner with Headway? As an independent provider with Headway, you’ll gain access... ...independent contractor role. You’ll have full autonomy over your practice, including setting...
Platform
Bi-weekly pay
For contractors
Private practice
Headway
Louisville, KY
20 hours ago
Private Wealth Advisor
...One of the largest and oldest financial institutions in The Ohio... ...opening for a Private Wealth Advisor (PWA) . This is an exclusive... ...to make critical decisions independently and act as a business owner.... ...Exclusive high-net-worth client platform and tailored investment...
Platform
Temporary work
Work experience placement
Work at office
Local area
Remote work
Flexible hours
3 days per week
Professions Inc
Louisville, KY
a month ago
Ultrasound Technologist
$39.16 - $60.42 per hour
...Specifics Shift Details : Full-time (40 Hours),... ...communication Independent work Teamwork Emergency... .../pulling gurneys and portable equipment, including... ...intelligence (\"AI\") platform, HiredScore to improve... ...a career with us and experiencing our AI-enhanced recruitment...
Platform
Hourly pay
Full time
Remote work
Shift work
Intermountain Health
Louisville, KY
4 days ago
Interventional Technologist $15,000 Sign On
$15k
...will require regular independent judgment. Assumes responsibility... ...Shift Details : Full-time (40 hours),... ...pushing/pulling gurneys and portable equipment, including... ...intelligence (\"AI\") platform, HiredScore to improve... ...a career with us and experiencing our AI-enhanced recruitment...
Platform
Hourly pay
Full time
Remote work
Relocation package
Shift work
Intermountain Health
Louisville, KY
3 days ago
Personal Banker
$7.25 per hour
...we help thousands of clients reach their financial goals. Peoples Bank is one of the... ...150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia... ...to their information via multiple platforms including mobile banking. Additionally,...
Platform
Hourly pay
Full time
Work at office
Local area
Flexible hours
Shift work
Night shift
Peoples Bancorp (OH)
Louisville, KY
4 days ago
Attorney
...regarded law firm is looking to add an experienced attorney to its established Employee Benefits... ...join an established Employee Benefits platform with a strong existing workflow,... ...encouraged to apply. A substantial portable book of business is not necessarily required...
Platform
Remote work
Verrus
Louisville, KY
2 days ago
Assistant Retail Manager Full Time
$20 per hour
.... We provide excellent benefits for all Full Time & Part Time Employees. Job... ...mopping, scrubbing, etc. Ability to work independently and alone during shifts as business... ...currently operating via numerous online platforms. For more information on how to avoid hiring...
Platform
Hourly pay
Daily paid
Full time
Contract work
Part time
Casual work
Local area
Immediate start
Flexible hours
Shift work
Night shift
Weekend work
Sun Tan City
Jeffersonville, IN
2 days ago
Cash Processing Teller - PT
$16 per hour
...technology, and an expansive network of experienced employees and innovative partners. We... ...Friday Payrate: $16.00 / hourly Full-Time Employee Benefits Include:... ...process improvement opportunities. Works independently without direct supervision or oversight...
Hourly pay
Full time
Immediate start
Monday to Friday
GardaWorld
Louisville, KY
1 day ago
Independent Catering Delivery Professional
...Independent Contract Delivery ProfessionalDeliverThat is built for the ones who show up—the... ...food deliveries. Join a driver-first platform that values your time, respects your hustle... ...that supports your lifestyle and financial goals.What You'll NeedA reliable vehicle...
Platform
Contract work
For contractors
Immediate start
Flexible hours
DeliverThat
Clarksville, IN
20 hours ago
Sr Technical Services Engineer I
...locations.This role independently resolves highly... ...guidance to less-experienced engineers and... ...technical service areas, platforms, locations, or... ...and improve financials so providers can... ...rankings from Black Book surveys since 201... ...SummaryLocation: Louisville, KYType: Full time
Platform
Full time
Live out
Work at office
Local area
Flexible hours
Waystar
Louisville, KY
1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Experienced Financial Advisor - Independent Platform, Full Book Portability. Be the first to apply!