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
- ...contribution matters and where you can help build a better world of work; think of Gallagher.OverviewWe are seeking a Senior Financial & Actuarial Consultant to join our team. The Primary focus of this role is to provide guidance and assistance to account teams and clients by...SuggestedWork at officeLocal area2 days per week3 days per week
$60k - $70k
...Overview Outstanding Financial Advisor Opportunity with Local Regional Firm. This Jobot Job is hosted by Shane Bennett. Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume. Salary $60,000 - $70,000 per year Why join us? Advisory...SuggestedPermanent employmentLocal areaRemote workJobot
Omaha, NE15 hours ago$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 officeUnavailable
Omaha, NE4 days ago$16.42 - $23.19 per hour
...Financial CounselorInspired by faith. Driven by innovation. Powered by humankindness. CommonSpirit Health is building a healthier future for all through its integrated health services. As one of the nation's largest nonprofit Catholic healthcare organizations, CommonSpirit...SuggestedWork at officeCommonSpirit Health
Omaha, NE3 days ago- ...and businesses to build their best lives through comprehensive financial planning and investment strategies. With a steadfast... ...tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations...SuggestedInternshipWork at officeLocal areaVisa sponsorshipFlexible hours
Brase Network - Northwestern Mutual
Omaha, NE4 days ago - ...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
Omaha, NEmore than 2 months ago $16.42 - $23.19 per hour
Job Summary and Responsibilities As our Financial Counselor, you will play a critical role in realizing CommonSpirit Health's mission by assisting patients with the financial aspects of their healthcare journey. This position is responsible for ensuring patients understand...Work at office- 5 days ago Be among the first 25 applicants Direct message the job poster from Prudential Financial Business Development Manager at Prudential Advisors We are looking for Experienced Advisors to join our Team in the Omaha area. You've built a successful practice and now...Full time
$36k - $75k
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative...TraineeshipHome office$50 - $85 per hour
We are seeking a skilled Financial Planner to help individuals and families achieve their financial goals through comprehensive planning. In this role, you’ll analyze clients’ financial situations, create personalized plans, and guide them through implementation. If you...Hourly payWork at officeRemote workFlexible hours$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...Full timeContract workFor contractorsWork at office- ...provide expert advisory and compliance services in Accounting, Financial, Tech, M&A, and Talent. We don’t just offer services; we... ...Employment type Full-time Job function Job function Finance and Consulting Referrals increase your chances of interviewing at Lutz by 2x...Full timeTemporary workWork at office
- ...Health vision and mission by the creation, implementation and maintenance of an effective workflow to assist our patients with the financial responsibility of healthcare. This job is responsible for assisting patients by providing information to patients who require...
$50k
...us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as...Work at officeWork from homeHome officeFlexible hours- ...Herzing University in Omaha seeks a Customer Service professional to assist diverse students in navigating the financial aid process. The role involves guiding students and providing counseling on funding options. This position offers onboarding support and opportunities...Remote work
Herzing University
Omaha, NE3 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 timeContract workFor contractorsInternshipLocal areaFlexible hoursUnavailable
Omaha, NE4 days ago- ...The Financial Support Counselor at University of Nebraska at Omaha (UNO) reports to the Assistant Director, Outreach and Support and serves in the Office of Financial Support and Scholarships. You will counsel current and prospective students and their families on financial...Work at office
The Chronicle of Higher Education
Omaha, NE8 hours ago $1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege 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...Full timeFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Omaha, NE3 days ago$152.37k - $186.23k
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,...Full timeTemporary workLocal area3 days per week$41.6k - $47.84k
...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...Full timeTemporary workLocal area$80k - $90k
...Advisor Development Program- Financial AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth management and... ...your success.Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate...Interim roleWork at officeLocal areaImmediate startDay shiftBank of America
Omaha, NE8 hours ago- ...reporting discrimination, harassment, or retaliation for otherwise engaging in protected activity. Read the full statement. Job Title Financial Support Counselor Job Grade AS15H Division Institutional Effectiveness and Student Success College/Dept Financial Support...Hourly payFull timeTemporary workSummer workWork at officeRemote work
University of Nebraska at Omaha
Omaha, NE10 days ago - ...community you serve? Join our team as a Relationship Banker and become a trusted resource for our customers by helping them achieve their financial goals. In this role, you will build meaningful relationships with customers, provide personalized financial solutions, and create...Full timePart timeWork at officeLocal area
Dundee Bank
Omaha, NE1 day ago - ...Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Omaha, NE3 days ago $152.37k - $186.23k
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
Omaha, NE3 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
Omaha, NE4 days ago$125k - $145k
...clients’ needs first and with a sense of urgency. Wealth Advisors take a holistic planning first approach to fulfilling clients’ financial goals. They do this by first listening to and understanding each client’s unique complexities and desires, before acting. The Wealth...Temporary workWork at officeLocal area$19.98 - $21 per hour
...Job Description Job Description Unleash Your Potential as a Financial Services Representative at Centris Federal Credit Union! Position : Financial Services Representative Location : Council Bluffs Avenue G Hours: Monday through Friday, from 8:45 AM to...Hourly payMonday to FridayCentris Federal Credit Union
Council Bluffs, IAa month ago$131.46k - $225.36k
...the primary advisor to high-net-worth and ultra-high-net-worth clients, delivering tailored wealth strategies that drive long-term financial success. You'll lead client relationships end-to-end, partnering with internal specialists to provide integrated solutions across...$41.2k
...programs andlearning opportunities, and significant relationships with ourcommunity that facilitate engaged teaching and research. Financial Support Counselor The University of Nebraska at Omaha is an Equal OpportunityEmployer, committed to preventing and eliminating...Hourly payFull timeWork at officeRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
- financial advisor development program Omaha, NE
- financial associate Omaha, NE
- jde finance consultant Omaha, NE
- wealth advisor Omaha, NE
- financial consultant Omaha, NE
- finance associate Omaha, NE
- financial planning administrator Omaha, NE
- financial advisor Omaha, NE
- financial planning associate Omaha, NE
- financial counselor Omaha, NE