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

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

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Omaha, NE vacancy
  •  ...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... 
    Suggested

    WealthBridge Financial Group

    Carter Lake, IA
    3 days ago
  •  ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant in Carter Lake, Iowa. In this role, you will engage with clients to understand their financial objectives and provide tailored advice that aligns with their goals. You will leverage your financial... 
    Suggested

    Wealthbridge-Financial-Group

    Carter Lake, IA
    4 days ago
  •  ...WealthBridge Financial Group is looking for a results-oriented Financial Consultant in Omaha, Nebraska. You will engage clients to understand their financial objectives and provide tailored advice and strategies. This role emphasizes financial expertise, collaboration... 
    Suggested

    WealthBridge Financial Group

    Omaha, NE
    3 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... 
    Suggested

    Thrivent

    Omaha, NE
    a month ago
  •  ...What you’ll do: As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals. You will provide guidance to military families on managing day-to-day finances, building... 
    Suggested
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Papillion, NE
    1 day ago
  •  ...About Our Client Our client is a growing independent RIA organization dedicated to helping financial advisors build, scale, and strengthen their businesses. The firm provides advisors with the resources, flexibility, and support needed to deliver exceptional client experiences... 

    BrokerHunter

    Omaha, NE
    4 hours ago
  •  ...A financial services firm in Omaha seeks a Financial Advisor to help clients with financial planning. The role offers comprehensive training, an entrepreneurial environment, and the potential for high earnings based on performance. Candidates should have a Bachelor's degree... 

    Northwestern Mutual

    Omaha, NE
    5 hours ago
  • $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

    Omaha, NE
    1 day ago
  •  ...Financial Advisor Job Category: Advisor Development Full-Time St Louis, MO 63110, USA +4 more locations Description About Renaissance Financial What we do is not just a job – it is a passion. Renaissance Financial is a comprehensive financial strategies... 
    Full time
    Flexible hours

    Renaissance Financial

    Omaha, NE
    1 day ago
  • $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

    Omaha, NE
    5 days ago
  •  ...Financial Services Representative Serious medicine is what we do. Being extraordinary is who we are. Every colleague plays a key role in upholding this promise to our patients and their families. Shift: First Shift (United States of America) Shift Details:... 
    Work at office
    Remote work
    Shift work
    Day shift

    Nebraska Medicine

    Omaha, NE
    18 days 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... 

    Associated Bank - Corp

    Omaha, NE
    21 days ago
  •  ...Cobalt Credit Union in Omaha is seeking a Universal Banker for its 36th & Q Branch. In this role, you will advise members on financial goals, handle cash, and provide excellent customer service. The ideal candidate should have a high school diploma or GED and at least... 

    Cobalt Credit Union

    Omaha, NE
    4 hours ago
  •  ...Job Description Job Description Financial Advisor Assistant Moylan Kropp is a comprehensive financial planning firm dedicated to tailoring recommendations for each individual client. We work with a team of Certified Financial Planners TM, Certified Public Accountants... 
    Work at office

    Moylan Kropp

    Omaha, NE
    9 days ago
  • Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Quis varius quam quisque id diam vel quam elementum pulvinar. Purus in massa tempor nec feugiat nisl pretium fusce id. Sagittis vitae et leo duis...

    CFA Institute

    Omaha, NE
    4 hours 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 time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Omaha, NE
    6 hours ago
  •  ...the primary advisor to high-net-worth clients. This role is focused on delivering tailored wealth strategies that drive long-term financial success. Your responsibilities will include managing client relationships, leading wealth planning strategies, and ensuring compliance... 

    Associated Trust Company, NA

    Omaha, NE
    5 hours ago
  •  ...Modern Woodmen of America is seeking a full-time Financial Representative based in Omaha, NE. The role involves providing personalized financial guidance, assisting clients with insurance and investment strategies, and building relationships within the community. The ideal... 
    Full time

    Modern Woodmen

    Omaha, NE
    4 hours ago
  •  ...with our client to identify a strategic Finance Leader with an aptitude for understanding the big picture to join their team as a Consultant. Use your years of experience and work with a talented team to realize their potential. This position will be full time in Omaha... 
    Full time

    Hemphill Search Group, Inc.

    Omaha, NE
    3 days ago
  •  ...BrokerHunter seeks a dedicated professional to manage client relationships, focusing on wealth management and financial planning in Omaha, Nebraska. Candidates should have 3–10+ years of relevant experience and excel in communication and organization. The role emphasizes... 

    BrokerHunter

    Omaha, NE
    6 hours ago
  • $124.7k - $146.7k

     ...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 work
    Work experience placement
    Local area

    U.S. Bank

    Omaha, NE
    3 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... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Omaha, NE
    11 hours ago
  •  ...At First Command, we've been guiding military families toward financial security since 1958. We're looking for seasoned financial...  ...relationships, and grow your business through a high-touch, consultative approach. What You'll Do As an experienced Financial... 
    For contractors
    Local area
    Flexible hours
    Shift work

    First Command Financial Services

    Papillion, NE
    4 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 work
    Work at office
    Local area

    Focus Financial Partners Inc.

    Omaha, NE
    3 days ago
  • $126.83k - $215.61k

     ...advice, guidance, and solutions through integrated investment management, fiduciary advice, specialized asset management, full‑service financial planning, business succession planning, and credit and depository services. Broaden the scope of customer relationships with deep... 
    Contract work
    Temporary work
    Flexible hours

    First National Advisers LLC

    Omaha, NE
    4 hours ago
  •  ...Job Description: Our client is a financial planning and advisory firm that, for nearly 30 years, has offered wealth management, retirement and estate planning, and comprehensive insurance coverage to clients in over 40 states. Job Description They are seeking... 
    Interim role

    Financial Planner Recruiting, LLC

    Omaha, NE
    2 days ago
  • $126.83k - $215.61k

     ...needs. The Private Wealth Advisor works will work with a dedicated team of experts that will help families identify and meet their financial goals and objectives. Advisors and Specialists will work as a team to review, identify and deliver holistic family needs. The... 
    Contract work
    Temporary work
    For contractors
    Work experience placement
    Work at office
    Local area

    First National Bank of Omaha

    Omaha, NE
    4 days ago
  • $150k - $190k

     ...A financial services firm is seeking a VP of Compliance to oversee the investment adviser compliance program in a hybrid setting. The ideal candidate will lead compliance initiatives, engage with regulators, and implement technology solutions to enhance compliance processes... 

    Advisor Group

    La Vista, NE
    4 days ago
  •  ...A leading financial services firm in Omaha is seeking a Financial Professional to manage relationships with plan sponsors and assist clients in achieving their retirement goals. The ideal candidate is a Registered Representative with experience in defined contribution... 

    Voya Financial Advisors Inc

    Omaha, NE
    6 hours ago
  • $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 : 114th & Dodge Branch Hours: Monday through Friday, from 8:45 AM to 5:4... 
    Hourly pay
    Monday to Friday

    Centris Federal Credit Union

    Omaha, NE
    6 days ago

Do you want to receive more vacancies?

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