Financial Consultant
WealthBridge Financial Group
Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-orientedFinancial Consultantto 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
- ...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...Suggested
- ...Financial Planner Our client is seeking an experienced Financial Planner to join their team. The purpose of this position is to... ...CExP (Certified Exit Planner), CBEC (Certified Business Exit Consultant), CEPA (Certified Exit Planning Advisor) MBA Very competitive...Suggested
$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...SuggestedWork at officeWork from homeHome officeFlexible hours- ...& development Vision insurance Join the winning team at P&W Financial Group (serving Northwestern Mutual across Greater Jackson to... ...providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals,...SuggestedWork at officeLocal areaVisa sponsorshipFlexible hours
- ...Modern Woodmen FraternModern Woodmen Fraternal Financial and MWA Financial Services. A Great Place to Work-Certified™ Region. As a fraternal benefit society, we have no stockholders. We’re owned and operated by and for the benefit of our members. We specialize in retirement...SuggestedFull timeWork at officeFlexible hours
- ...care in 18 states and 80 markets, providing services that span the eye care continuum. For more information, visit . Job Title: Financial Counselor Must reside in the following states: AL, AZ, FL, GA, IL, IN, KS, KY, MI, MN, MO, NC, NJ, OH, OK, PA, TX, VA Job...Work at officeImmediate startRemote workHome officeFlexible hoursAfternoon shiftEarly shift
- ...Voya Financial Jackson Ms Financial Advisor 403(b)/457(b) Retirement Professional Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a financial professional to join our team...
$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...Full timeContract workFor contractorsWork at office- 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
$50k - $80k
Overview Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle...Work at officeFlexible hours- Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals and families achieve their retirement and... ...opportunities and cultivate referral relationships. Conduct individual consultations, seminars, and educational meetings. Maintain compliance with...
- We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. Prudential will provide...
- ...client focus is at the center of everything we do. We go far beyond just managing our clients' investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, 'Serve.' It is the reason we go to work...Local area
$46.99k - $122.4k
...CVS Health Financial Analyst We're building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you'll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold...Full timeWork experience placement- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Full timeLocal area
- ...Personal Financial Counselor Our organization works with partner companies to source qualified talent for their open roles. The... ...may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting...Contract workWork at office
$58.44k
...Personal Financial Counselor; Jackson, MS This position will provide personal financial services at assigned military installations... ...may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff,...Contract workTemporary workWork at office- ...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...
$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...Permanent employment
- ...ensureaccurateandtimelyuser provisioning. Communicate security changes, access impacts, and provisioning workflows to stakeholders. Serve as a consultant for security and access needs during implementations and organizational changes. Develop and execute testing strategies for...Full timeWork at office
- ...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 timeNight shift
$79k - $102.7k
...wealth management experience. If you're energized by supporting advisors, building client relationships, and developing holistic financial plans, this role is for you. About the Role The Wealth Advisor Analyst supports the delivery of comprehensive wealth management...Full timeWork at officeFlexible hours$35.64k
...responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create meaningful personal connections with customers while processing...Full timeFlexible hours- ...customer service experience preferredAbility to communicate with customers and identify opportunities to help customers with their financial needs by identifying cues and clues while processing their transaction10-Key skillsMathematical skills, including the ability to...Contract work
$46.99k - $122.4k
...health care one person, one family and one community at a time. The Senior Analyst, FP&A Admin, Transaction & Broker Fees supports financial planning, forecasting, and variance analysis for administrative fees, transaction fees, and broker fees within CVS Health's...Hourly payFull timeTemporary workWork experience placement- ...Description Summary Responsible for providing an exceptional customer service experience and contribute to improving the financial wellness of our customers. Essential Functions Receive checking and saving deposits: verify cash and endorsements, receive proper identification...Night shift
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- ...Equipment, LLC and Empire Truck Sales, LLC in Richland, MS are seeking an experienced Credit Analyst to evaluate credit data and financial information for heavy equipment and truck financing. You will assess risk, support loan approvals, and prepare detailed credit analyses...
- ...Credit Analyst to join our team in Richland, MS (Jackson area). The Credit Analyst is responsible for evaluating credit data and financial information for individuals and businesses applying for financing for heavy equipment and commercial trucks. This role assesses risk...Full timeTemporary workWork at officeWork visa
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