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
- ...SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar‑athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client...SuggestedFull timePart time
- ...service. Maintain strong knowledge of all bank products and services, effectively educating customers and cross-selling to meet their financial needs. Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate...SuggestedWork at office
$49.5k - $82.5k
...process. You will spend most of your time as a personal banker, engaging customers in sales conversations to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in Closter NJ at the Closter Plaza branch. PNC is...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work$49.5k - $82.5k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work- ...Financial Aid Advisor - Lincoln Tech - Paramus, NJ campus We're looking for an experienced financial aid professional who understands the unique needs of career-focused students pursuing skilled trades education. If you have 1+ years of hands-on financial aid experience...SuggestedFull timeTemporary workImmediate start
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...Work at officeShift workDay shift
- ...Together, we keep getting better - advancing our mission to transform healthcare and serve as a leader of positive change. The Financial Counselor, under the management of the VP for Patient Financial Services, is responsible for all customer service and...
$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- ...Traphagen CPAs & Wealth Advisors is a growing CPA firm located in Oradell, NJ seeking a Financial Advisor to join our award-winning team. This position is within the wealth management division of the firm. We value our associates and are committed to providing...Full timeRemote work
$23.46 per hour
...Together, we keep getting better - advancing our mission to transform healthcare and serve as a leader of positive change. The Financial Counselor, under the management of the VP for Patient Financial Services, is responsible for all customer service and financial...Hourly payDaily paidFull timePart timeApprenticeshipWork experience placementWork at officeShift workNight shiftWeekend workAfternoon shift- ...BronxWorks Financial Counselor BronxWorks helps individuals and families improve their economic and social well-being. From toddlers to seniors, we feed, shelter, teach, and support our neighbors to build a stronger community. In all aspects of our work, we strive for...Work experience placementWork at officeLocal areaFlexible hoursAfternoon shift
$20 - $28 per hour
...contributions will truly matter. Location: 459 NJ-17, Hasbrouck Heights, NJ 07604 Compensation: $20-$28/hr. Position Purpose The Financial Aid Advisor (also known as the Financial Aid Officer) is responsible for managing and processing financial aid documentation for students...Monday to FridayFlexible hoursWeekday work- ...a strong intrinsic need for safety and security. It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even stronger communities. If your idea of a dream career combines business...
- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible 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...Work at office$48k
...Financial Counselor Salary Range $48,000.00 - $48,000.00 Salary/year Description Financial Counselor Non-exempt $48,000 Assistant Director Millbrook Community Center Program Jobs Plus East Side House (ESH), founded in 1891, is a 501(c) (3) organization...Full timeContract workTemporary workCasual workSecond jobWork at officeLocal areaMonday to Friday$100k - $250k
...established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized macroeconomic... ...BrokerCheck). Entrepreneurial mindset with a commitment to a consultative, relationship-first planning process. Compensation &...Work at officeLocal area$21 - $31.98 per hour
...through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner.**Primary Responsibilities:**Adhere to the established customer service standards...Hourly payImmediate start- PNC invites applications for a part-time Teller opening based in Tenafly, NJ. This in-office role focuses on delivering a superior customer experience, identifying banking opportunities, and supporting branch operations with accurate teller activities. No degree is required...Part timeWork at office
$19 - $27.5 per hour
...visas or participate in STEM OPT for this position. Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Full timePart timeWork experience placementWork at officeShift work- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day....Temporary workWork at officeMonday to FridayShift workDay shift
- Experienced Financial Advisor - Grow Your Practice with Lee, Nolan & Koroghlian, LLC Are you an established financial professional looking for greater support, flexibility, and growth opportunities? Lee, Nolan & Koroghlian, LLC, a MassMutual firm, is seeking experienced...Local areaFlexible hours
- Barnum Financial Group is a financial planning and consulting firm located in Paramus, NJ. With over 70 years of experience, we have helped over a quarter million clients nationwide create wealth and make smart money decisions. Our team provides a full range of investment...Full time
$170.5k - $284.1k
...the delivery of an integrated wealth management offering consistent with the individual financial goals of clients. Recommends investment solutions via a needs-based, consultative approach, and proactively manages the client relationship including guiding sensitive and...Full timeWork experience placementWork at office$21 - $31.98 per hour
...through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner. Primary Responsibilities: Adhere to the established customer service standards...Hourly payImmediate start- ...Arcadis in Paramus, New Jersey is seeking a Financial Project Assistant to support project administration for multiple managers. You'll help track contracts, budgets, and financial metrics, with regular interaction with the Project Controller and Finance Manager. The role...
$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 timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Equitable Advisors seeks a motivated financial professional to engage clients, develop personalized financial strategies, and manage portfolios through ongoing relationships. Role emphasizes licensing sponsorship, structured training, and mentorship to advance toward wealth...Flexible hours
- ...Northwestern Mutual in Paramus, New Jersey is offering an internship for College Financial Representatives. The program provides guidance and support for building an integrated financial planning practice, valuable networking opportunities, and exposure to financial products...Full timeInternship
$17.31 - $28.85 per hour
...employment visas or participate in STEM OPT for this position. Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Full timePart timeWork at officeShift work
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