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.

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 5 days ago

Similar jobs that could be interesting for youBased on the Financial Consultant in Plymouth, MN vacancy

Netsuite Financials Consultant
$82.6k - $162.8k
...and scale efficiently as their businesses grow. As a NetSuite Consultant at Deloitte, you will support the design and implementation of... ...and technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation...
Suggested
Local area
Visa sponsorship
Deloitte
Minneapolis, MN
2 days ago
Financial Advisor
$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...
Suggested
Full time
Contract work
For contractors
Work at office
Northwestern Mutual
Minnetonka, MN
2 days ago
Financial Advisor
$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...
Suggested
Work at office
Unavailable
Minnetonka, MN
3 days ago
Financial Consultant
$72.8k - $130k
...you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. As a Financial Consultant within Capital Finance, you will partner with business and technology leaders to support strategic investment decisions, capital...
Suggested
Minimum wage
Full time
Work experience placement
Work at office
Local area
Shift work
UnitedHealth Group
Eden Prairie, MN
5 days ago
Financial Consultant
$80k - $105k
...effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and...
Suggested
Full time
Work at office
Foster Klima
Minneapolis, MN
1 day ago
Financial Consultant
...Job Title: Financial Consultant Job ID: 28374 Location: 710 Client Parkway NE Minneapolis Minnesota 55432 Duration: 6 Months Pay Range: $50.00-$55.00/hr on W2 Required Qualifications ~ Bachelor's degree in Finance, Accounting, Economics, Business...
Artech
Minneapolis, MN
2 days ago
Financial Consultant
$60 - $65 per hour
...accelerate ongoing projects. Convert manual, fragmented reporting into scalable dashboards and repeatable processes. Connect financial and operational drivers to improve business performance transparency. Enable leaders to spend less time preparing data and more...
Contract work
Temporary work
Aston Carter
Minneapolis, MN
2 days ago
Financial Advisor
...Competitive salary Description A successful wealth management team at a Registered Investment Advisory firm is hiring a Financial Advisor position to join the team to help provide holistic wealth management solutions to existing clients. This position is to assist...
Work at office
Everest Financial Group
Golden Valley, MN
1 day ago
Financial Advisor
$45k - $100k
...Financial Advisor Position Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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...
Traineeship
Work at office
Local area
Work from home
Home office
Flexible hours
Edward Jones
Maple Grove, MN
2 days ago
Netsuite Financials Senior Consultant
$110.7k - $218.3k
...scale efficiently as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement... ...measurable results. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds...
Local area
Visa sponsorship
Deloitte
Minneapolis, MN
2 days ago
Financial Consultant - Remote
$72.8k - $130k
...advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together.OptumRx is looking for a Financial Consultant to join our Optum Pharmacy Finance Team supporting the Sourcing & Trade function. This individual will support and manage...
Minimum wage
Full time
Work experience placement
Local area
Remote work
UnitedHealth Group
Eden Prairie, MN
2 days ago
Financial Consultant - Remote/Eden Prairie, MN Preferred
$72.8k - $130k
...serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. The Financial Consultant plays an important role in SG&A financial management for Optum Insight, developing and managing enterprise financial...
Minimum wage
Full time
Work experience placement
Work at office
Local area
Remote work
UnitedHealth Group
Eden Prairie, MN
4 days ago
Financial Consultant - Capital Finance - Eden Prairie, MN
$72.8k - $130k
...serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together.The Financial Consultant Capital Finance is a trusted financial advisor and strategic partner supporting Optum Rx. This role plays a critical part in...
Minimum wage
Full time
Work experience placement
Local area
UnitedHealth Group
Eden Prairie, MN
1 day ago
Advisor, Finance - Functions - HR
$150k - $200k
...the right thing—today and for generations to come.Job Purpose and ImpactThe Advisor, Finance- Functions- HR job partners to develop financial strategy, setting clear, financially focused targets for the organization, and ensures effective deployment of capital. As a...
Work experience placement
Cargill
Wayzata, MN
4 days ago
Workday Certified Financials/Studio Integration Consultant - Healthcare
As a Workday Financials Integrations Developer Consultant, your primary responsibilities may include: Lead the design of integrations from point to point systems as well as holistic interchange services rendering effective data quality and dependable exchanges of digital...
Full time
Work experience placement
Live in
Work at office
Local area
Accenture
Minneapolis, MN
2 days ago
Senior Financial Consultant
$91.7k - $163.7k
...you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together.The Senior Financial Consultant will serve as a key finance partner supporting the Customer Service Operations organization, with a primary focus on operating...
Minimum wage
Full time
Work experience placement
Work at office
Local area
Shift work
UnitedHealth Group
Eden Prairie, MN
4 days ago
Senior Financial Consultant - Eden Prairie, MN
$91.7k - $163.7k
...you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. The Senior Financial Consultant role will serve as a key finance liaison, who will report to the Senior Director of Optum Health Finance and work in close...
Minimum wage
Full time
Work experience placement
Work at office
Local area
UnitedHealth Group
Eden Prairie, MN
1 day ago
Financial Consultant
$60 - $65 per hour
...accelerate ongoing projects. Convert manual, fragmented reporting into scalable dashboards and repeatable processes. Connect financial and operational drivers to improve business performance transparency. Enable leaders to spend less time preparing data and more...
Contract work
Temporary work
Aston Carter
Minneapolis, MN
5 days ago
Financial Consultant
$133.6k - $200.4k
...Finance Consultant At Medtronic you can begin a life-long career of exploration and innovation, while helping champion healthcare access... ...The Finance Consultant role will drive Medtronic's long-range financial planning, lead market benchmarking and reporting, partner...
Work experience placement
Work at office
Local area
Flexible hours
Medtronic Plc
Minneapolis, MN
5 days ago
Financial Advisor
$125k - $175k
...road. This is a dynamic, growing, independent, fee-only wealth management practice that seamlessly integrates life planning with financial planning for a high-net-worth client base. The team brings more than 100 years of combined experience and works in a genuinely collaborative...
Full time
Summer work
Work at office
Immediate start
Garry Executive Search
Golden Valley, MN
5 days ago
Government Healthcare Financial Consultant
$68.5k - $137k
...a talented individual to join our Government Human Services Consulting (GHSC) team, part of our People & Investments business at Marsh... ...days per week in the office. The Government Healthcare Financial Consultant partners with state governments and internal teams...
Minimum wage
Work at office
Local area
Remote work
Flexible hours
3 days per week
1 day per week
Mercer Consulting
Minneapolis, MN
2 days ago
Sr. Government Healthcare Financial Consultant
$88k - $176k
...EstateSalary: 146500Posted: 2026-10-08 We are seeking a talented individual to join our Government Healthcare Consulting team (GHC) at Marsh. The Government Healthcare Financial Consulting Manager partners with state governments and internal teams to manage overall service...
Minimum wage
Local area
Remote work
Flexible hours
3 days per week
1 day per week
Mercer Consulting
Minneapolis, MN
2 days ago
Vice President, Financial Advisor
$200k - $250k
...management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique...
Full time
Work at office
Flexible hours
Wealth Enhancement Group
Plymouth, MN
1 day ago
College Financial Representative, Internship Program
$1,000 per month
...Northwestern Mutual College Financial Representative Internship 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...
Full time
Contract work
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual
Minnetonka, MN
5 days ago
College Financial Representative, Internship Program
$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 time
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual Life Insurance Company
Minnetonka, MN
5 days ago
College Financial Representative, Internship Program
$1,000 per month
...Northwestern Mutual College Financial Representative Internship 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...
Full time
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual Life Insurance Company
Minnetonka, MN
5 days ago
Relationship Banker
$25 - $26.77 per hour
...Bank Of America Job OpportunityAt 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...
Hourly pay
Work at office
Flexible hours
Weekend work
Day shift
Bank of America
Minnetonka, MN
4 days ago
Retail Relationship Banker
$43k - $75k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a...
Contract work
Part time
Local area
Immediate start
Day shift
Bank of Montreal
Plymouth, MN
3 days ago
Relationship Banker
...applying for any new position. Acknowledge ( Job Description: 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,...
Work at office
Flexible hours
Shift work
Weekend work
Day shift
Bank of America
Minnetonka, MN
2 days ago
Personal Banker I
$38.92k - $57.24k
...product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being... ...Who we are We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we...
Full time
Work at office
Local area
Flexible hours
Afternoon shift
UMB Bank
Minnetonka, MN
3 days ago

Do you want to receive more vacancies?

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