Financial Consultant
WealthBridge Financial Group
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them reach their long‑term financial objectives. You will conduct comprehensive financial analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization. The ideal candidate is someone who possesses a solid understanding of financial products and services and has a passion for helping clients achieve their financial goals. You will have the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group's client base. At WealthBridge, we pride ourselves on our commitment to integrity, innovation, and excellence in service. Join us and help make a positive impact on the financial well‑being of individuals and families. Requirements Bachelor's degree in finance, economics, or a related field Previous experience in financial consulting or a similar role is preferred Strong analytical and problem‑solving skills Excellent communication and interpersonal skills Ability to build and maintain relationships with clients Familiarity with financial planning software and investment products 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 #J-18808-Ljbffr
- ...WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them...Suggested
- ...Job Description Job Description Position Summary The IT Financial Consultant serves as a strategic bridge between technology and finance, providing expert guidance on ERP system design, implementation, and optimization across manufacturing and back-office operations...Suggested
$25 per hour
...Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Financial Representative Our teams connect! We collaborate onsite and have a hybrid work arrangement....SuggestedHourly payWork at officeLocal areaFlexible hours$45k - $100k
...anticipated to remain open for 30 days, from 09-Sep-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...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...The Financial Planner interacts with clients daily to gather information, analyze information, develop recommendations, implement recommendations and monitor the financial plans of their clients. The Planner collaborates with one or more Wealth Managers in the firm to...Suggested
$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 timeContract workFor contractorsWork at office- ...Full Time Financial Counselor Responsible for accurate, timely and complete documentation regarding insurance verification, billing and collections. Education/Experience/Skill Requirements: High school diploma or equivalent required. Three or more years'...Full timeTemporary workLocal area
- ...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...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$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 officeWork from homeHome officeFlexible hours- ...community involvement Lead client conversations as a trusted financial advisor, offering tailored banking solutions Analyze and... ...reach out to me directly! Denise Fair Search Consultant gpac - Banking Division ****@*****.*** All...Local area
- ...job posting. 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...Full timeTemporary workWork at office
$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...Work at office- Description Summary of responsibilities: As a financial advisor with Independent Bank, your responsibilities will include marketing your unique set of strengths and skills; targeting prospective clients; identifying client needs by analyzing their present income and asset...
- ...Job Description Job Description Financial Advisor – Memphis, TN (or within a 2-hour radius) A nationally recognized, Memphis-based RIA with over $2.7 billion in assets under management is seeking an experienced Financial Advisor to join its growing team. This is...Work at office
- ...ensure that members are promptly and professionally served. Their primary responsibilities include: Cash Handling: Processing various financial transactions, such as deposits, withdrawals, and loan payments. They must accurately count and handle cash, checks, and other...
$109.01k - $148.47k
...that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications... ...unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts.Primary...Full timeFlexible hours$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 timeContract workFor contractorsInternshipLocal areaRemote workFlexible hours- ...Training & development Vision insurance Launch your financial services career with an organization that positively impacts... ...communities they call home. Role Responsibilities Member Consultation: Meet with client members to assess their insurance needs and...Work from homeFlexible hours
- ...and tolerances. The advisor utilizes their expertise and knowledge of the securities industry and market strategies to offer sound financial advice. Essential Duties and Responsibilities Acts in the best interest of the client and delivers outstanding service....
- ...life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients... ...your success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...States. This is a customer service position assisting a diverse student population. In this role you will guide students through the financial aid process and counsel prospective and current students through funding options. Financial Advisors receive onboarding support...Remote jobHourly payWork at officeShift workAfternoon shift
- Northwestern Mutual in Memphis, Tennessee, seeks College Financial Representatives for an internship to build a financial planning practice. Ideal candidates are full-time students, preferably juniors or seniors, who exhibit entrepreneurial spirit and strong time-management...Full timeInternshipLocal areaFlexible hours
$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 hours- ...matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers...Full time
- ...0AM -1:00PM 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 promoting...Temporary workWork at office
- ...floating holidays, prorated based on start date) Paid volunteer time (3 days per year, prorated based on start date) About OneMain Financial OneMainFinancial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to...Full timeTraineeshipLocal areaMonday to Friday
- ...committed to bringing passion and customer focus to the business Simmons Bank is a dynamic regional community bank with the full financial capabilities to meet the unique needs of our customers. We believe in empowering our associates to be a trusted advisor while...Night shift
$21 - $41.06 per hour
...:00 pm Friday 8:30 am - 6:00 pm (Must be flexible around branch hours) Function: Responsible for profiling customers to determine financial services needs and referring customers to other Line of Business partners when appropriate. Opens loan and deposit accounts. Responsible...For contractorsWork at officeFlexible hours$63.26k - $70.28k
...union. Our commitment to providing our members with exceptional financial products and services, along with our legendary service, has... ...immediate opening in our Memphis, TN branch for a Financial Service Consultant II (Personal Banker) to join our team! The Financial Service...Full timeTemporary workLocal areaImmediate start- ...assist with transactions via mobile, online, or ATM. You will process cash transactions, have in-depth conversations to understand financial goals, and connect clients to suitable solutions while adhering to laws and bank policies. This role supports an in-office culture...Work at office
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