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. Qualifications 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 #J-18808-Ljbffr
$72.8k - $130k
...performance improvement efforts, and partner with payer and provider stakeholders to help manage performance across Optum Health. The Financial Consultant , Optum Health National supports financial analysis, reporting, and decision support for Optum Health. This role helps...SuggestedMinimum wageFull timeContract workWork experience placementLive inWork at officeLocal areaRemote workShift work$80k - $105k
...the USA. No territory restrictions — serve clients nationwide!! We are seeking an eager, strategic, and definitive Associate Financial Consultant to fill an entry‑level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven...SuggestedFull timeStart working today$45k - $100k
...anticipated to remain open for 30 days, from 09-Jul-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$72.8k - $130k
...a global scale. Join us to start Caring. Connecting. Growing together. This role sits within the 340B finance team supporting financial planning, forecasting, reporting, and strategic partnership activities. This position plays a key role in driving financial discipline...SuggestedMinimum wageFull timeWork experience placementLive inWork at officeLocal areaRemote workMonday to FridayShift work$21.5 - $28 per hour
...What You'll Do The Financial Counselor for PraireCare Programs in Minnesota is responsible for providing patients/guarantors with a positive financial experience by helping them navigate and understand insurance benefits and potential financial liability during the...SuggestedWork at officeLocal areaRemote work$45k - $100k
Financial Advisor Overview Financial advisors partner with clients to help them achieve their long‑term financial goals, such as retirement, building wealth, estate strategies, and funding education. As a financial advisor with Edward Jones, you’ll develop and grow your...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$80k - $105k
...Advisors can do business with any client who resides in the USA. We are seeking an eager, strategic, and definitive Associate Financial Consultant to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven...Full timeStart working todayWork at office- ...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...Full timePart time
$25 - $27.88 per hour
...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, teammates, communities and shareholders every day. Being a Great Place...Hourly payWork at officeShift workWeekend workDay shift$23.5 - $29.5 per hour
...effective rapport building skills, proficient knowledge, and the promotion of the credit union's brand of savings, transparency, and financial education. Responsible for meeting established Credit Union and Branch goals through active participation in sales programs....Hourly pay16 hoursFull timeTemporary workPart timeWork experience placementImmediate startMonday to Friday- ...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 a senior advisor in servicing his growing...Work at office
$100k
...Full-time $57,500.00 yearly Part-time $40,000.00 yearly Full-time The cities near Minneapolis, MN that boast the highest number of financial aid advisor jobs are: Madison Saint Paul The 10 cities near Minneapolis, MN that have the most job openings are: Rochester Fargo...Hourly payFull timePart timeRemote workWork from home$100k - $130k
...00/yr - $130,000.00/yr White Oaks Wealth Advisors, a fee‑only financial planning firm in Minneapolis, is seeking a Financial Advisor to... ...by having a 15‑ to 30‑minute Zoom interview conducted by our consultant (the hiring manager for this position). If there is ground to...Full timeSummer workWork at officeImmediate start$100k
...Compensation: ~$100,000 base | Path to $250,000-$300,000+ at full advisor level We're hiring a Financial Advisor on behalf of our client -- a tax-planning-forward independent advisory firm managing approximately $300M in AUM in the greater Minneapolis area. This is a career...- ...Executive Search has been retained by a well-established, fee-only wealth management firm in the Twin Cities to recruit an Associate Financial Advisor to support a growing advisory team. This is a fantastic opportunity for an early-career advisor looking to grow with a...
$60k - $80k
...and northwest metro area, we are looking to add an experienced Financial Advisor to support the expanding needs of our customers. This... ...management and development, new client prospecting and financial consultancy. ESSENTIAL DUTIES AND RESPONSIBILITIES Nurtures and maintains...Temporary workBank staffWork at officeFlexible hours- ...CCRM Fertility Patient Financial Counselor CCRM Fertility, a leader in fertility care with over 30 locations nationwide, is excited... ...patients eligible to proceed with ART care, provide ART Financial Consult, and obtain payments prior to care, in accordance with Care...Hourly payTemporary workWork at officeLocal areaFlexible hoursShift workWeekend workAfternoon shift
$250k - $400k
...Associated Bank conducts a thorough background check on all new hires. Role Summary Help clients and prospects identify financial goals and needs through a holistic financial planning approach, providing investment, insurance, brokerage, advisory, and related...$61k - $119k
...Education 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$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$50k
...us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as...Work at officeWork from homeHome officeFlexible hours- A member-focused financial institution in Coon Rapids, Minnesota is seeking a skilled Commercial Banking Officer to develop and manage commercial relationships, ensuring member needs are met. This role requires solid commercial lending experience and a bachelor’s degree...
- ...Competitive salary with bonus opportunities! Apply today!Working at Legacy Financial Partners is more than a job; it means having the opportunity to make a difference in the lives of our clients and the communities we serve. Our team is made of a diverse group grounded...Work at office
$25 - $26.77 per hour
...transactions for clients as needed. Job expectations include having deep conversations with clients to gain in‑depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities Executes the bank's risk...Hourly payShift workWeekend workDay shift$5,500 per month
...currently hiring for a Personal Banker at our Maple Grove branch. As a Personal Banker, you are the frontline of Blaze and a trusted financial guide for Members. You’ll engage directly with members to understand their goals, identify their financial needs, and confidently...Currently hiringMonday to Friday$57.5k - $106.5k
...Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution... ...with members of the client relationship team to apply a consultative sales process and continually enhance the client experience....Contract workPart timeLocal area- ...Financial Counselor Join our organization whose mission is improving lives, transforming communities, and achieving health equity for everyone. People's Center Clinics & Services (PCCS) is a Federally Qualified Health Center located in the heart of Minneapolis, Minnesota...Temporary workFor contractorsWork at officeLocal area
- ...Financial Counselor Park Nicollet is looking to hire a Financial Counselor to join our team! Come join us as a Partner for Good and help us make an impact on the care and experience that our patients and their families receive every day. Position Summary: Interfaces...
$28.5 - $33.13 per hour
...TopLine Financial Credit Union has been a member-owned financial services cooperative since 1935.We are looking for outgoing individuals to join our TopLine team that is dedicated to building life-long relationships to help our members reach and manage their financial...Local areaRelocation package- ...TopLine Financial Credit Union has been a member‑owned financial services cooperative since 1935. We are looking for outgoing individuals to join our TopLine team that is dedicated to building life‑long relationships to help our members reach and manage their financial...Local area
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