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
- ...business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility...SuggestedFull timeWork at office
$59.1k - $196k
...transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track to a better way to work. As a Workday Adaptive Insights Consultant, your primary responsibilities may include: Identification of...SuggestedFull timeWork experience placementLive inWork at officeLocal area- ...skills across more than 40 industries, we offer Strategy and Consulting, Interactive, Technology and Operations services—all powered by... ...stakeholders to understand Record to Report (R2R) business requirements; Financial Accounting Hub setup; demonstrate understanding of business...SuggestedFull timeWork experience placementLive inWork at officeLocal area
- ...Financial Aid Counselor Reports To: Director of Financial Aid & Veterans Services Department: Financial Aid & Veterans Services Employment Status: Full-time Pay Months: July-June Position Summary: The position of Financial Aid Counselor is an integral part...SuggestedFull timeWork at officeAfternoon shift
$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$45k - $100k
...anticipated to remain open for 30 days, from 04-Sep-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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$97k - $192k
...Opportunity for advancement Training & development Vision insurance The Wisconsin 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 hours$45k - $100k
...is anticipated to remain open for 30 days, from 04-Sep-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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Financial & Employment Planner Case Mgr The FEP Case Manager serves as a primary point of contact for W-2 participants, guiding families through goal setting, barrier removal, and employment planning. This role uses assessment data to determine appropriate service tracks...Work at officeLocal area
- ...Financial And Employment Planner Eligibility The Financial and Employment Planner Eligibility is responsible for determining initial and ongoing eligibility for W-2 services and Job Access Loans (JALs). This role ensures timely access to benefits by verifying documentation...Second jobWork at officeLocal area
$77k - $202k
...Cloud Finance PPM/AHCS - Senior Associate, you will specialize in consulting services for various business applications, helping clients... ...role, you will specialize in using and managing the Oracle Financials software, an integrated financial management system. You will...Full timeH1b- Direct message the job poster from Northwestern Mutual Financial Advisor at Northwestern Mutual Company Description Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. Through personalized insurance and investment...Full time
$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$200k
Financial Advisor — Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning...Local area- At APM, we live our values of iCARE – Integrity, Customer focus, Accountability, Respect, and Excellence – in everything we do. We are a purpose-driven organisation where procurement decisions directly impact the people and communities we serve. In the US, our services...Full timeWork at officeLocal area
- ...Position Overview AO Globe Life is hiring a Financial Protection Associate to work remotely with individuals and families exploring insurance options. You will help clients learn about life, supplemental health, and accident coverage while providing a supportive and...Hourly payWeekly payFor contractorsLocal areaRemote work
$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$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 timeContract workFor contractorsInternshipLocal areaFlexible hours- ...E6 in Milwaukee, WI is seeking a Certified Financial Planner (CFP®) to join a team-oriented wealth practice serving high-net-worth families. This role blends relationship management with business development and full client lifecycle responsibilities. You will acquire...
- ...Oarsman is seeking a Wealth Advisor/Financial Planning Specialist to work with Portfolio Managers and Relationship Managers to ensure clients receive detailed financial planning and superior service. The role involves gathering information, preparing plans, coordinating...
$81.86k - $120.41k
...serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We... ...#LI-CH1 Who we are We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we...Full timeWork at officeLocal areaFlexible hours$110.7k - $218.3k
Position Summary Today’s CFOs and financial leaders face increasing demands to enhance business performance, drive shareholder... ...value, and optimize operational efficiency. As an Oracle Senior Consultant at Deloitte, you will help clients define their cloud strategy...Visa sponsorship- ...skills across more than 40 industries, we offer Strategy and Consulting, Interactive, Technology and Operations services—all powered by... ...operations on Oracle Cloud ERP.You blend deep functional knowledge of Financial General Ledger and Sub-ledger processes with strong consulting...Full timeWork experience placementLive inWork at officeLocal area
$116.2k - $229.1k
...market volatility, and regulatory change, such as IFRS 17 and LDTI. As an FP&A Senior Consultant focused on the insurance industry, you will help insurance carriers strengthen financial planning, forecasting, and analytics capabilities so they can make more informed...Local areaVisa sponsorship- ...skills across more than 40 industries, we offer Strategy and Consulting, Interactive, Technology and Operations services—all powered by... ...operations on SAP S/4HANA ERP.You blend deep functional knowledge of Financial General Ledger and Sub-ledger processes with strong consulting...Full timeWork experience placementLive inWork at officeLocal area
- ...Job Description Job Description Job Summary: A Wealth Advisor/Financial Planning Specialist will work with Portfolio Managers and Relationship Managers in ensuring each client has received detailed financial planning. This role involves accumulating information,...Full timeWork at officeRemote work
$10k - $15k
...Associate Financial Representative A registered Associate Financial Representative (AFR) specializes in client service and processing of variable products and other securities and ensuring the maintenance of an efficient and compliant office, allowing the financial...Contract workWork at officeHome office- ...Associate Branch Manager The Associate Branch Manager will oversee the branch operations function and manage the Financial Advisors and support staff for the branch. Focuses time on driving branch revenue, recruiting talent, managing risk, continuing to build a book...Work at officeLocal area
- ...member of the Corporate FP&A team. This high-visibility role will work with corporate function stakeholders to optimize and execute financial planning, reporting and analysis in support of Regal Rexnord’s continued growth. Successful candidates will be able to effectively...Remote work3 days per week
$21.64 - $24.04 per hour
...Virtual Financial Advisor Hybrid Milwaukee, Wisconsin Bring your skills to a deeply purposeful, financially rewarding career... ...robust advice framework, you'll use your strong interpersonal and consultative skills to connect with clients, build trust, and provide...Hourly payFull timeWork at officeLocal areaRemote work3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
- financial sales West Allis, WI
- finance financial West Allis, WI
- senior financial analyst fp&a West Allis, WI
- financial banking West Allis, WI
- financial institutions West Allis, WI
- financial West Allis, WI
- associate leveraged finance
- financial planning assistant
- financial counselor
- financial advisor development program


