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. 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
$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...SuggestedWork 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...SuggestedFull timeContract workFor contractorsWork at office$50 - $85 per hour
We are seeking a skilled Financial Planner to help individuals and families achieve their financial goals through comprehensive planning. In this role, you’ll analyze clients’ financial situations, create personalized plans, and guide them through implementation. If you...SuggestedHourly payWork at officeRemote workFlexible hours- ...provide expert advisory and compliance services in Accounting, Financial, Tech, M&A, and Talent. We don’t just offer services; we... ...Employment type Full-time Job function Job function Finance and Consulting Referrals increase your chances of interviewing at Lutz by 2x...SuggestedFull timeTemporary workWork at office
- 5 days ago Be among the first 25 applicants Direct message the job poster from Prudential Financial Business Development Manager at Prudential Advisors We are looking for Experienced Advisors to join our Team in the Omaha area. You've built a successful practice and now...SuggestedFull time
- Company Description Thrivent is a Fortune 500 financial services organization with a 100-year legacy of helping people build strong financial futures and live generously. Serving more than 2 million clients, Thrivent offers financial advice, insurance, investments, banking...Full timeLocal area
$60k - $70k
Overview Outstanding Financial Advisor Opportunity with Local Regional Firm. This Jobot Job is hosted by Shane Bennett. Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume. Salary $60,000 - $70,000 per year Why join us? Advisory-...Permanent employmentLocal areaRemote work- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide...
$36k - $75k
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative...TraineeshipHome office$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 hoursNorthwestern Mutual Life Insurance Company
Omaha, NE5 days ago- ...Merrill Advisor Development Program - Financial Advisor: Mountain Plains Market Boulder, Colorado;Lincoln, Nebraska; Colorado Springs... ...success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and...Interim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Omaha, NE4 days ago - ...Finance/CFO — delivering actionable insights with recommendations for next steps. Qualifications: 3–5 years of progressive FP&A or financial analysis experience; consumer products, manufacturing, or distribution background strongly preferred. Working SQL proficiency...
Tekbrands
Omaha, NE1 day ago - ...on 12/01/2026Work you'll doAs a Finance Analytics & AI Senior Consultant, you’ll work with the best in the business to solve the toughest... ...Finance team helps unlock strategic value through enhanced financial planning, forecasting, and analytics capabilities. By combining...Local areaVisa sponsorship
Deloitte
Omaha, NE9 hours ago - ..., and misaligned priorities. We partner with business owners, families, family offices, foundations, and endowments with complex financial lives. We are a REAL FIDUCIARY™ , fee-only firm—not tied to Wall Street, broker-dealers, or insurance companies. Our approach is...
- Job Description The Student Financial Services Counselor serves as a vital resource for prospective and continuing students and their families by providing comprehensive, accurate, and student-centered support related to financial aid, billing, and tuition collection. This...Work at office
$125k - $145k
...clients’ needs first and with a sense of urgency. Wealth Advisors take a holistic planning first approach to fulfilling clients’ financial goals. They do this by first listening to and understanding each client’s unique complexities and desires, before acting. The Wealth...Temporary workWork at officeLocal area- ...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 byactually livingand acting on our guiding principle, ‘Serve.’ It is the reason we go to work...Local area
$36k - $75k
A leading financial services company is seeking a Financial Representative Trainee in Omaha to empower individuals for a successful career in financial advising. The role includes a comprehensive training program focusing on sales skills, product knowledge, and customer...Traineeship- Northwestern Mutual in Omaha, NE is seeking College Financial Representatives for their internship program. Interns will build a financial planning practice, network with experts, and gain crucial skills in financial literacy and sales. Ideal candidates are full-time students...Full timeInternshipFlexible hours
$132.03k - $161.37k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Temporary workWork experience placementLocal area$97k - $192k
...for advancement ~ Training & development ~ Vision insurance The Erickson 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...Work at officeLocal areaWork from homeFlexible hoursErickson Region - Modern Woodmen of America
Omaha, NE29 days ago$21.94 - $26.82 per hour
...Banker At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition...Temporary workLocal areaU.S. Bancorp
Omaha, NE1 day ago- ...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources Develop and maintain a high degree of visibility...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
Wells Fargo
Omaha, NE4 days ago $20 - $23 per hour
...At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life...Temporary workLocal areaU.S. Bank
Omaha, NE5 days ago$152.37k - $186.23k
...Manager At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition...Temporary workWork experience placement3 days per weekU.S. Bank
Omaha, NE2 days ago- ...lives of others while primarily working from home? If you answered “ yes ” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) who live within 60 miles of the Greater Omaha area including Lincoln, NE. In this full-time position,...Hourly payFull timeWork at officeMonday to FridayShift work
Fidelity Investments
Omaha, NE2 days ago $20 - $22 per hour
...Financial Operations AssociateWe're actively seeking several talented Financial Operations Associates to join the Consumer Markets Division (CMD) at Pacific Life in Omaha, NE.As a Financial Operations Associate, you will play a critical role in supporting Pacific Life'...Hourly payContract workFlexible hoursShift workPacific Life
Omaha, NE4 days ago$115k - $175k
...needs. The Private Wealth Advisor works will work with a dedicated team of experts that will help families identify and meet their financial goals and objectives. Advisors and Specialists will work as a team to review, identify and deliver holistic family needs. The...Contract workTemporary workWork at officeLocal area$80k
...privately held companies in the United States. We have also been lauded by Investment News as one of the "Best Places to Work for Financial Advisors," and are a "Great Place to Work" certified company. If you love being challenged by complex problems and are hungry for...Work at officeEasy work- ...0 am to 3:00 pm As our Personal Banker, you will provide solutions to meet our member's needs on their path to achieving their financial goals. Every day you will accurately process member transactions, answer member questions and recommend and open Credit Union products...Monday to Friday
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