Open app
Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Consultant

WealthBridge Financial Group

Bossier City, LA

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
Apply
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Bossier City, LA vacancy
  • Financial Counselor
     ...Financial Counselor The Financial Counselor participates in the admission process by responding to inquiries regarding the facility, insurance verification, financial counseling, patient admission, and data entry of all demographic information necessary to appropriately... 
    Suggested
    Work at office
    Local area

    Universal Health Services

    Shreveport, LA
    3 days ago
  • Financial Counselor
     ...Responsibilities The Financial Counselor participates in the admission process by responding to inquiries regarding the facility, insurance verification, financial counseling, patient admission, and data entry of all demographic information necessary to appropriately conclude... 
    Suggested
    Work at office
    Local area

    Brentwoodbehavioral

    Shreveport, LA
    2 days ago
  • Financial Advisor

    $61k - $119k

     ...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 focused... 
    Suggested
    For contractors
    Work at office

    Northwestern Mutual

    Shreveport, LA
    1 day ago
  • Financial Advisor
     ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through one‑on... 
    Suggested
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Shreveport, LA
    2 days ago
  • Financial Counselor
     ...inancial Counselor participates in the admission process by responding to inquiries regarding the facility, insurance verification, financial counseling, patient admission, and data entry of all demographic information necessary to appropriately conclude the admission... 
    Suggested
    Work at office
    Local area

    Universal Health Services

    Shreveport, LA
    5 days ago
  • US Experienced Financial Advisor

    $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 office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Shreveport, LA
    4 days ago
  • Financial Advisor

    $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual 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... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Shreveport, LA
    3 days ago
  • Financial Counselor
     ...Magellan Federal is seeking a Personal Financial Counselor for Barksdale AFB, LA. The ideal candidate will provide comprehensive personal financial services to military service members and their families, including one-on-one counseling and educational workshops. Applicants... 

    Magellan Federal

    Bossier City, LA
    12 hours ago
  • Financial Advisor

    $45k - $100k

     ...anticipated to remain open for 30 days, from 25-Jun-2026. The posting may close early due to the volume of applicants. 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... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Shreveport, LA
    2 days ago
  • Financial Advisor

    $80k - $250k

     ...A financial advisory firm is seeking a Senior Financial Advisor in Shreveport, LA. This role involves providing tailored financial advice, understanding clients' needs, and recommending appropriate financial products. Ideal candidates will have over 3 years of experience... 

    Magnolia Wealth

    Shreveport, LA
    12 hours ago
  • College Financial Representative, Internship Program

    $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... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Shreveport, LA
    4 days ago
  • College Financial Rep Intern: Build Your Planning Practice
     ...Northwestern Mutual is offering an internship for College Financial Representatives in Shreveport, Louisiana. This program provides students with the opportunity to build a financial planning practice, gain exposure to industry tools and develop essential skills. Ideal... 
    Full time
    Internship

    Northwestern Mutual

    Shreveport, LA
    4 days ago
  • Retail Relationship Banker
     ...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 work
    Bank staff
    Work at office
    Local area
    Immediate start
    Flexible hours
    Night shift

    Origin Bank

    Bossier City, LA
    3 days ago
  • Banking: Relationship Banker
     ...Friday, 9 - 5 SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively... 
    Temporary work
    Work at office
    Monday to Friday

    First Horizon

    Shreveport, LA
    3 days ago
  • Relationship Banker
    Origin Bank is looking for a Retail Relationship Banker in Bossier City, LA. This role involves serving customers by providing banking advice, processing transactions, and building strong customer relationships. Candidates should have a high school diploma and experience...
    Full time

    Origin Bank

    Bossier City, LA
    11 hours ago
  • Relationship Banker
     ...Shreveport, LA is seeking a Senior Small Business Relationship Banker to meet with customers in person and by phone, uncover their financial needs, and offer Regions products to help achieve goals. The role emphasizes acquiring new small business clients and deepening... 

    Regions Bank

    Shreveport, LA
    12 hours ago
  • College Financial Representative, Internship Program - 2026-24807 - Shreveport, Louisiana

    $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 time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Shreveport, LA
    2 days ago
  • Remote Financial Wellness Advisor | Flexible Growth
     ...you can effectively balance personal and professional responsibilities. The role involves conducting virtual consultations with clients and securing their financial well-being through tailored advice. Ideal candidates should be motivated, dependable, and adaptable, ready... 
    Remote work
    Work from home
    Flexible hours

    Aogarciaagency

    Shreveport, LA
    2 days ago
  • Banking: Relationship Banker
     ...MondayFriday, 9 - 5 Description The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively... 
    Temporary work
    Work at office

    First Horizon

    Shreveport, LA
    2 days ago
  • Teller / Bank Teller - Nights
     ...site at location listed in job posting. Summary Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail banking environment. Often serving as the first point of contact to the client, may have responsibility... 
    Work at office
    Night shift

    First Horizon Bank

    Shreveport, LA
    2 days ago
  • Remote Loan Processor
     ...Successful Candidate Attributes: • Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3-5 units per month... 
    Remote work

    Caliver Beach Mortgage, LLC

    Shreveport, LA
    3 days ago
  • Bank Teller / Teller - Full Time
    Red-River-Bank in Shreveport is hiring a full-time Teller. This role involves providing excellent service when conducting transactions, balancing cash, and ensuring compliance with banking regulations. Qualified candidates should have a high school diploma or GED. The position...
    Full time

    Red River Bank

    Shreveport, LA
    12 hours ago
  • Teller / Bank Teller - Nights
    If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Teller Regular Full-Time. Uptown, Shreveport, LA, US 5 days ago. Requisition ID: 1766 Summary Provides service to...
    Full time
    Night shift

    Red River Bank

    Shreveport, LA
    2 days ago
  • Financial Service Representative
     ...and inquiries effectively and professionally. Job Requirements: High school diploma or equivalent Strong understanding of financial services and products provided by the credit union Knowledge of loan processing functions, requirements, and procedures... 

    Barksdale Federal Credit Union

    Shreveport, LA
    3 days ago
  • Remote Loan Processor
     ...managing titled units. Oversee and maintain loan files for customers. Monitor and update the loan system to ensure customer financial data is current and that collateral is secured. Key items tracked include mortgages, title policies, UCC filings, lien cards,... 
    Work at office
    Local area
    Remote work

    gpac

    Shreveport, LA
    4 days ago
  • Shreveport Financial Planner
     ...Financial Planner Training Class Your Gateway to Financial Planner Excellence Duration: 12 Weeks Format: Hybrid Training (In-Person + Online Components if located outside of Lafayette but must live in Louisiana). Investment: Comprehensive Career Development... 
    Full time
    Live in
    Visa sponsorship

    Magnolia Wealth Strategies

    Shreveport, LA
    a month ago
  • Cash Management Services Teller
     ...nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US. Loomis prides itself on providing employees with opportunities for career... 
    Full time
    Flexible hours
    Shift work

    Loomis

    Shreveport, LA
    3 days ago
  • Head Teller
     ...coordinates activities of workers engaged in receiving and paying out money and keeping records of transactions in banks and similar financial institutions by performing the following duties. Essential Duties and Responsibilities Assigns duties and work schedules to... 

    Red River Bank

    Shreveport, LA
    2 days ago
  • Head Teller
     ...customer service in all transactions per policy and procedure Engage in conversations with customers to build relationships, determine financial needs and make recommendations Contribute to banking center success by achieving assigned branch and line of business referral... 
    Hourly pay
    Bank staff
    Work at office
    Night shift

    Home Bank

    Shreveport, LA
    5 days ago
  • Financial Aid Specialist

    $38k - $43.89k

     ...SUMMARY Southern University at Shreveport, Louisiana (SUSLA) is accepting applications for the Financial Aid Specialist position SUSLA is a comprehensive community college serving Shreveport, Bossier City, and surrounding areas in Northwest Louisiana. It is... 
    Full time
    Work at office

    Southern University At Shreveport

    Shreveport, LA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!

Related searches