Financial Consultant - Learn & Lead in Advanced Strategies for HNW Clients
WealthBridge Financial Group
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 #J-18808-Ljbffr
- ...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... ...tailored advice and strategies that align with their... .... You will utilize advanced financial tools and...High net worth
- ...Overview WealthBridge Financial Group is seeking a results... ...-oriented Financial Consultant to join our team. In... ...you will engage with clients to understand their financial... ...tailored advice and strategies that align with their... .... You will utilize advanced financial tools and analytics...High net worth
$140k - $193k
...Director Of Private Client Strategy The Director... ...responsible for leading the strategic direction... ..., and holistic financial advisory. The... ...client-centric, consultative environment. Demonstrated... ...field required; advanced degree (MBA, JD,... ....com/Careers to learn more about Busey'...High net worthTemporary workLocal areaFlexible hours- A financial services firm in Park City, Kansas, is looking for a Financial Consultant to provide tailored financial advice and strategies to clients. You'll engage directly with clients to assess their financial needs and leverage advanced analysis tools. The role requires...Suggested
- ...purpose to help make financial lives better... ...delivering for our clients, teammates,... ...opportunities to learn, grow, and make an... ...the opportunity to advance in many roles within... ...using a defined consultative approach with clients... ..., and recommend strategies to help clients...High net worthWork at officeImmediate startMonday to FridayShift workDay shift
$150k - $250k
...you will help clients maximize their... ...Tax Planning, Financial Planning, and... ...integrate financial strategies and... ...environment. ~ Advanced knowledge in Excel... ...continuous learning and advancement... ...compensation, industry-leading benefits and a... ...tax and consulting services, and...High net worthFull timeWork at officeLocal areaRemote workFlexible hours$80 - $110 per hour
...Personal Financial Advisor (Private Wealth) $80 - $... ...planning Tax-aware strategies Client relationship management... ...1 micro1 is the leading AI data lab for training... ...how AI systems learn, reason, and perform.... ...inform the development of advanced AI‑assisted financial...High net worthFor contractorsImmediate startRemote work$230k - $400k
..., we partner with clients to drive enterprise... ...business strategy, operational excellence... ..., identifying and advancing opportunities, and positioning consulting services to address... ...consulting solutions, leads pursuit and... ...footprint. Meet or exceed financial goals by advancing...Full timeContract workWork experience placementWork at officeLocal area- ...serve as a scientific lead in early-stage client discussions and study... ...in pricing strategy and negotiation when... ...Competent knowledge of financial metrics, pricing strategies... ...time off to volunteer. Learn more about the... ...growth. At KCAS Bio, we advance both great science AND...Price workContract work
- ...Maddox is seeking a Wealth Advisor to join their expansion efforts in the U.S., bringing an existing book of HNW clients and delivering comprehensive financial guidance across planning and investments. You will deepen relationships within a supported, high-quality platform...High net worthPrivate practice
- ...Client Manager – Employee Health & Benefits Award... ...meaningful impact every day. Learn more about what makes... ...model of a local consultant with the global resources of the world's leading professional services firm... ...you will shape marketing strategies for client renewals and...Local areaNight shift
$127.5k - $142.5k
...ecosystems for brands. We partner with over 300 clients in 40+ countries and counting. Our... ...innovative and impactful results. Role: Strategy Lead Location: Remote - Minneapolis, MN The... ...testing frameworks that allow the studio to learn faster,optimizemore efficiently, and...Local areaRemote workFlexible hours- ...Development Program- Financial Advisor: Greater... ...Management is a leading provider of... ...Wealth Management Client Associates help clients... ...and investment strategies for a client... ...using a defined consultative approach to systematically... ...experience Learns and adapts to new...High net worthInterim roleWork at officeLocal areaImmediate startShift workDay shift
- ...About the job Financial Consultant (Remote) Empower Your Family... ...About Us: We’re a leading financial services... ...in the lives of our clients. Why This Role is... ...clients about financial strategies that align with their... ...A Willingness to Learn: Whether you’re already...Extra incomeImmediate startRemote workWork from homeFlexible hours
$119.77k - $140.9k
...Digital Collections Email Strategy Lead At U.S. Bank, we're on a journey to do our best. Helping... ...we serve to make better and smarter financial decisions and enabling the communities... ...every stage of your career. Try new things, learn new skills and discover what you excel...Temporary workWork experience placement$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual... ...where you can help your clients achieve their goals through... ..., and development strategies you need to be... ...team, or becoming an advanced advisor. Responsibilities... ...from industry experts, learn the art of client acquisition...Full timeContract workFor contractorsWork at office- ...Park, KS, US Job Summary Leads profitable growth of the... ...by establishing portfolio strategy, shaping differentiated... ...internal capabilities to meet client needs in data centers, advanced manufacturing, and other... ...quickly based on market learning and business results....Flexible hours
$107k - $130k
AON PLC is looking for an Assistant Vice President in Health Solutions to lead client teams and ensure quality service delivery. This role requires over 10 years of experience in the group health and benefits industry, providing a collaborative environment to solve client...$73.8k - $218.8k
...you partner with clients to unlock hidden... ..., continuous learning and a global community... ...-based HR and financial management... ...forecasting and reporting strategies. Develop... ...relationships Lead workshops for client... ...you build and advance your Workday, consultative and delivery skills...Work experience placement- ...across the T-Mobile for Business portfolio. You will lead driver-based analyses, support revenue forecasts, and... ...insights to senior leaders to shape product and channel strategy. The role requires advanced financial modeling, strategic thinking, and cross-functional collaboration...
$130k - $215k
...Tilly US in Overland Park, Kansas, is seeking a tax consultant with a Bachelor's degree in finance or... ...professional services firm. Responsibilities include client engagement management, tax strategy advice, and financial transaction modeling. The compensation for this...$94.4k - $266.3k
...transition. You understand how operational, financial, and regulatory reporting requirements... ...and reporting architectures. You lead with strategy — designing frameworks that are sustainable... ...alignment with program milestones and client business needs. Collaborate with...Work experience placementLive inWork at officeLocal area- ...Description: Placement Client Manager – Transportation... ...impact every day. Learn more about what makes us... ...service model of a local consultant with the global resources of the world’s leading professional services firm... ...in new and renewal strategy meetings with appropriate...Work at officeLocal areaNight shift
- ...Director, Customer Support Our Client Experience team's core mandate... ...someone who has already built strategy and run organizations at scale... ...leadership updates. Lead and develop a high-performing... ...Check out our culture deck to learn what we're all about. Awards...Work at officeRelocation
- A benefits consulting firm in Overland Park is looking for a Client Advocacy Advisor to manage client relationships and drive tailored benefit strategies. The role requires 3-7 years of experience in employee... ...skills. The candidate will lead renewal processes, maintain...Remote job
- ...seeking an Assistant Vice President for their Health Solutions team in Kansas City. This hybrid role involves leading consulting efforts and managing client relationships in the healthcare sector. Candidates should have over ten years' experience in group health benefits...
- Signal Theory in Kansas City is searching for an Associate Account Director to build and maintain exceptional client relationships while leading a multidisciplinary team. This role demands strategic thinking, a results-focused approach, and effective collaboration across...
$61k - $119k
...Overview Becoming a financial advisor at Northwestern... ...where you can help your clients achieve their goals... ...building, and development strategies you need to be... ...team, or becoming an advanced advisor. Responsibilities... ...from industry experts, learn the art of client acquisition...Work at office- ...Transportation Client Coordinator Award-winning, inclusive... ...impact every day. Learn more about what makes us... ...model of a local consultant with the global resources of the world's leading professional services firm... ...within this position and advance into roles increasingly...Work at officeLocal areaNight shift
- ...Client Coordinator - Agribusiness Insurance Our not... ...impact every day. Learn more about what makes us... ...service model of a local consultant with the global resources of the world's leading professional services firm... ...this position and advance into roles increasingly...Work at officeLocal areaNight shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant - Learn & Lead in Advanced Strategies for HNW Clients. Be the first to apply!
- financial planning administrator Leawood, KS
- financial advisor development program Leawood, KS
- wealth advisor Leawood, KS
- associate corporate finance Leawood, KS
- financial associate Leawood, KS
- estate planning consultant Leawood, KS
- financial advisor Leawood, KS
- financial advisor associate Leawood, KS
- financial counselor Leawood, KS
- jde finance consultant Leawood, KS

