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 2 days ago

Similar jobs that could be interesting for youBased on the Financial Consultant in North Liberty, IA vacancy

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
Coralville, IA
1 day ago
Financial Advisor
$55k - $85k
...Financial Advisor We're seeking a relationship-driven Financial Advisor to turn complex financial data into clear, actionable roadmaps... ...financial legacy. Discover & Design Client Roadmaps Consult with clients to clearly ascertain their financial objectives, risk...
Suggested
Work at office
Remote work
Shift work
Vision Financial Group Inc
Coralville, IA
2 days ago
Financial Advisor
$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming 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...
Suggested
Full time
Contract work
For contractors
Work at office
Northwestern Mutual
Coralville, IA
1 day 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...
Suggested
Full time
Contract work
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual Life Insurance Company
Coralville, IA
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...
Suggested
Full time
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual
Coralville, IA
1 day ago
Private Wealth Advisor
$80k - $140k
...established, relationship-driven private wealth practice is confidentially exploring opportunities to partner with experienced Financial Advisors who are looking for more than simply another firm. This opportunity is designed for advisors who value long-term relationships...
Private practice
Work at office
Katalyst Systems Impact
Coralville, IA
21 days ago
College Financial Representative, Internship Program - 2026-26160 - Coralville, Iowa
$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
Coralville, IA
3 days ago
Relationship Banker I - Iowa City/Coralville/North Liberty (Sign-On $1,500)
$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 time
Temporary work
Local area
Relocation package
U.S. Bank
North Liberty, IA
2 days ago
Security Analyst
Security Analyst vTech can help you avoid the daunting task of writing and posting job offers, shifting through resumes and laboring through the lengthy interview process. Our Staffing solutions will allow you to elude those tasks and place topnotch, high-caliber professionals...
Local area
Shift work
vTech Solution
Coralville, IA
2 days ago
Personal Banker/Mortgage Hybrid
...Description POSITION SUMMARY: Perform a full range of Retail banking services for individual customers with emphasis on personal financial needs. Process teller transactions, open and close accounts and uncover consumer loan opportunities. Assist customers with banking...
Farmers State Bank
Tiffin, IA
27 days ago
Financial Advisor
...we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. The Financial Advisor is responsible for managing existing client relationships and formulating and implementing advice. They are also expected...
Bank staff
Work at office
Local area
Nicolet National Bank
Iowa City, IA
20 hours ago
Financial Advisor
...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering... ...offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients'...
Work experience placement
Work at office
Local area
Flexible hours
Equitable Advisors LLC
Iowa City, IA
4 days ago
Debt Counselor- In Person
...trusted partner with our members to make a difference in their lives by working directly with each person to help them achieve their financial goals. Our staff provides excellent service to our members and builds long term relationships to make sure our members succeed in...
DuTrac Community Credit Union
Iowa, Johnson County, IA
27 days ago
Senior Loan Workout Specialist
$119.08k - $159.38k
...that collateral while in the credit union's possession and for its appropriate and legal disposition. Collect updated borrower financial information in accordance with periodic reporting requirements and complete scheduled loan reviews. Represents the Credit Union...
Full time
Flexible hours
GreenState Credit Union
North Liberty, IA
5 days ago
MFH Loan Specialist
GreenState Credit Union seeks an MFH Loan Specialist to guide members through mortgage and home financing solutions. You will counsel members on loan options, analyze credit and income, collect and verify documentation, and ensure files meet lending policies and regulatory...
GreenState Credit Union
North Liberty, IA
13 days ago
Financial Services Associate I (Teller)
Job Description Job Description Description: GENERAL DESCRIPTION: Will process customer transactions in a timely, accurate manner, adhering to established Bank regulations, policies and procedures. Will assist customers on the phone and in person. . KEY ...
Flexible hours
CBI Bank & Trust
Coralville, IA
6 days ago
VP Commercial Lender
$100k - $130k
...Description Join Our Team as a VP Commercial Lender at IHMVCU! At IHMVCU, we're committed to delivering personalized, community-centered financial solutions that help our members achieve their goals. We believe in the power of relationships and the importance of making a...
Live in
Remote work
Work from home
IH Mississippi Valley Credit Union
Coralville, IA
a month ago
Investment Banking Associate
...with inquiries about private banking when the Relationship Manager is unavailable. Gathers all required applicant information and financial documents to open deposit accounts, submit loan inquiries, and track private banking qualifications/reviews. Fields and returns phone...
Full time
Work experience placement
GreenState Credit Union
North Liberty, IA
3 days ago
Relationship Banker I Iowa City Main (Sign-On Bonus $1,500)
$20 - $23 per hour
...Bank 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...
Temporary work
Relocation package
U.S. Bancorp
Iowa City, IA
5 days ago
Financial Analyst
$90.59k - $105.91k
...Overview GreenState Credit Union Financial Analyst US-IA-North Liberty Job ID: 2025-4311 Type: Exempt Full-Time # of Openings: 1 Category: Finance Work From Home POSITION SUMMARY: This position makes a high level of impact on a rapidly growing organization and has proven...
Full time
Work at office
Work from home
Flexible hours
Afternoon shift
GreenState Credit Union
North Liberty, IA
4 days ago
Investment Analyst
...administration be given proper tax codes, have a general knowledge of tax rules. Assist in the creation and updating of prospect and customer financial plans and investments analysis Help with the creation of presentations for use in client and sales meetings. EDUCATION AND SPECIAL...
Full time
Work at office
Monday to Friday
Socket
North Liberty, IA
5 days ago
Teller/Fulltime/Monday-Friday
$17 per hour
...effort. Direct sales goals may be established by management for such items as referrals for other bank products.Identify customer's financial services needs and cross-sell services to meet those needs.Advise customers on promotional items and services. Give referrals to...
Full time
Bank staff
Work at office
Monday to Friday
Night shift
Day shift
Hills Bancorporation
Iowa City, IA
5 days ago
Parts Counterperson
Parts Counter Person The Parts Counter Person is responsible for customer service and retail sales at an auto parts store. In this position, your responsibilities include selling parts and taking inventory of stock in storage and, if necessary, on shelves. The ideal...
Local area
Flexible hours
Junge Ford North Liberty
North Liberty, IA
1 day ago
Financial Services Representative - State Farm Agent Team Member
$100k
..., IA 52240 At Chad Burtch State Farm, we help individuals and families protect what matters most through customized insurance and financial solutions. We provide elite training, paid licensing support, high-quality leads, and a performance-driven culture where top producers...
For contractors
Work at office
Chad Burtch - State Farm Agent
Iowa City, IA
1 day ago
Portfolio Manager
...The Portfolio Manager is responsible for providing financial and investment guidance to High-net-worth individual and Institutional... ...Perform proprietary investment research and due diligence. Consult with clients to develop investment objectives and goals and provide...
Work at office
Local area
Nicolet National Bank
Iowa City, IA
1 day ago
Senior Financial Analyst
$90.23k
...solve complex infrastructure challenges. We're seeking a Senior Financial Analyst to serve as a strategic business partner to leadership... ...in SaaS, technology, digital solutions, engineering consulting, infrastructure, or project-based business environments. Experience...
Contract work
Work experience placement
H1b
Work at office
Trinnex
Iowa City, IA
3 days ago
Senior Financial Analyst
...Senior Financial Analyst The University of Iowa Health Care, Department of Pharmaceutical Care is seeking a 100% Senior Financial Analyst. This position has responsibility for performing complex, recurring and non-routine financial and cost accounting analysis of financial...
Remote work
University of Iowa
Iowa City, IA
1 day ago
Part-Time Security Coordinator (Event Staff) - Iowa Speedway
IOWA SPEEDWAY Located near Des Moines, Iowa Speedway joined the NASCAR family of tracks in 2013. Known as the "Fastest Short Track on the Planet", Iowa Speedway plays host to two major race weekends a year, welcoming the ARCA Menards Series and the NTT INDYCAR Series. ...
Part time
Local area
Night shift
Weekend work
NASCAR
Iowa, Johnson County, IA
more than 2 months ago
Bookkeeper / Financial Administrator
...seeking an experienced, highly organized Full-Charge Bookkeeper to join our team in Iowa City. This is a unique opportunity to manage financial operations across a diverse portfolio of local businesses under common ownership. The ideal candidate thrives in a fast-paced...
Work experience placement
Work at office
Local area
Barkalow & Associates Realtors
Coralville, IA
1 day ago
Part-Time Shift Coordinator
$16.5 per hour
Job Description Job Description Our partner is looking for a Part Time Shift Coordinator in Coralville, IA . This role supports daily store operations, including opening and closing event activities, while ensuring compliance with safety, customer service, product...
Hourly pay
Part time
Shift work
ThisWay
Coralville, IA
11 days ago

Do you want to receive more vacancies?

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