Financial Consultant
WealthBridge Financial Group
Overview 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. Responsibilities Engage with clients to understand their financial objectives and risk tolerance. Provide tailored financial advice and strategies that align with clients' goals. Leverage financial tools and analytics to assess client needs and develop action plans. Collaborate with a network of industry experts and access to resources to serve clients effectively. 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 WealthBridge Financial Group
- ...Financial RepresentativeThe purpose of the Financial Representative is to meet the needs of middle-income clients by educating them... ...and conducts all appointments using Western & Southern Life consultative practices and processes.Effectively sells insurance and investment...SuggestedWork at officeLocal area
Western & Southern Life
Baton Rouge, LA1 day ago - ...Job Description Magnolia Wealth Strategies - A Mass Mutual firm, is a Full-scale, Independent Financial firm, with advisors and offices throughout 4 states. Our firm takes a more holistic approach when doing business. We offer an extensive variety of products to help meet...Suggested
Magnolia Wealth
Baton Rouge, LA2 days ago - ...; Ensures all current information is documented in MosaiQ; Meets with patients during their initial physician consult; discusses their comprehensive financial responsibility based on their benefits; Ensures patients understand their financial responsibility & options to...Suggested
Astera Cancer Care
Baton Rouge, LA4 days ago $15 per hour
1 week ago Be among the first 25 applicants Direct message the job poster from Prudential Financial Financial Advisor at Prudential Advisors Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for...SuggestedMinimum wageFull timeContract workPart time$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...SuggestedFull 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- Patient Financial Advisor The Patient Financial Advisor screens uninsured patients for Medicaid and financial assistance; assists patients in completing Medicaid and financial assistance applications; manages Medicaid eligibility/application process; collects patient responsibility...Work 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
- Job no: 495667 Closes: Work Type: Staff Full-Time Locations: Baton Rouge, LA Categories: Academic Affairs, Admissions, Financial Aid,Student Affairs, Education Financial Aid Counselor Baton Rouge Community College (BRCC) Baton Rouge, Louisiana Advancing Excellence...Full timeWork at officeFlexible hoursNight shift
$50k - $75k
...Prudential Advisors The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information....Full time- ...Financial Aid Counselor The financial aid coordinator position within Louisiana State University's office of financial aid & scholarships will play a key collaborative role in advancing the university and meeting the student enrollment objectives. The individual, with...Work at officeImmediate startFlexible hours
$97k - $192k
...insurance Opportunity for advancement Training & development Vision insurance The Ward Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the...InternshipLive outWork at officeLocal areaWork from homeFlexible hoursWard Region - Modern Woodmen of America
Baton Rouge, LA2 days ago$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 areaUnavailable
Baton Rouge, LA3 days ago- ...planning & trust services, which are delivered through holistic financial planning. Private Bankers ensure the company's credit quality... ...closely with clients to identify financial needs through a consultative sales approach and review to provide appropriate solutions...Local area
Hancock Whitney
Baton Rouge, LA4 days ago - ...Chase is seeking a Relationship Banker to represent the brand with hospitality and financial technology. You will acquire, manage, and retain client relationships, using financial knowledge to offer thoughtful solutions that address their needs and support branch success...
Fairygodboss
Baton Rouge, LA4 days ago $60k - $145k
...doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners...Temporary workFlexible hoursCarson Group Holdings LLC
Baton Rouge, LAa month ago$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 areaFlexible hours- ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition...Temporary workWork experience placementLocal area
JPMorgan Chase Bank, N.A.
Baton Rouge, LA3 days ago - ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition...Temporary workWork experience placementLocal area
Chase
Baton Rouge, LA21 hours ago - ...Job Description Job Description Keller Executive Search is partnering with a leading organization to identify a talented Financial Analyst who can turn data into insight and insight into action. Our client operates in a dynamic, growth-oriented sector where sound financial...Full timeLocal area
Keller Executive Search
Baton Rouge, LAa month ago $60k - $75k
...doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson...Temporary workInterim roleFlexible hoursCarson Group Holdings LLC
Baton Rouge, LAa month ago$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 hoursNorthwestern Mutual
Baton Rouge, LA1 day ago- ...service and proactive sales focused position tasked with engaging existing and prospective customers to determine and meet their financial needs. With a deep understanding of Renasant Bank customer engagement model, you spend time executing and role modeling by serving...Local area
- ...through networking, community involvement, and strategic business development efforts.Analyze commercial credit requests, including financial statements, tax returns, cash flow, and collateral, to support sound lending decisions.Monitor portfolio performance, identify and...
Robert Half
Baton Rouge, LA4 days ago - ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You... ...and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust...Immediate startAfternoon shift
$43.81k
...Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals...Full timeFlexible hours$37.62k - $44.54k
...that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications... ...cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to...Full timeFlexible hours- ...Major Duties (Job Description) ~ The Senior Advisor for Financial Strategy and Policies reports to the Deputy Chief Financial Officer... ...program/project accomplishment: Identifying, diagnosing, and consulting on problem areas related to implementation and goal achievement...Full timeWork at officeImmediate start
U.S. Department of Housing and Urban Development
Baton Rouge, LA1 day ago - ...Description Job Description We’re looking for experienced financial professionals to join our team dependable team. Whether you... ...succeed. A team of highly-trained and experienced product consultants to support your client acquisition needs. Significant income...Work at office
New York Life
Baton Rouge, LAa month ago - ...mobile, online, and ATM banking) to promote convenience and self-service adoption. Refer clients to internal business partners as financial needs are identified. Support financial center operations, including opening/closing procedures, vault management, night...Part timeWork at officeLocal areaNight shiftAfternoon shift
Hancock Whitney
Baton Rouge, LA1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
- associate corporate finance Baton Rouge, LA
- financial associate Baton Rouge, LA
- financial advisor training program Baton Rouge, LA
- estate planning consultant Baton Rouge, LA
- financial advisor Baton Rouge, LA
- financial planner Baton Rouge, LA
- financial counselor Baton Rouge, LA
- financial planning assistant Baton Rouge, LA
- financial advisor development program Baton Rouge, LA
- financial consultant Baton Rouge, LA