Open app
Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Consultant

WealthBridge Financial Group

Cedar Rapids, IA

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
Apply
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Cedar Rapids, IA vacancy
  • Financial Consultant
     ...WealthBridge Financial Group in Cedar Rapids is looking for a dedicated Financial Consultant. In this role, you will engage with clients to understand their financial objectives and provide tailored advice, including investment opportunities and retirement planning. Your... 
    Suggested

    WealthBridge Financial Group

    Cedar Rapids, IA
    14 hours ago
  • Financial Consultant
     ...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... 
    Suggested

    WealthBridge Financial Group

    Cedar Rapids, IA
    1 day ago
  • Financial Planner

    $75k - $150k

     ...At New York Life, we're committed to empowering you with the tools and support needed to elevate your career as a Personal Financial Planner. By joining our team, you'll tap into the strength and respect of a globally recognized financial leader. Your role will focus on... 
    Suggested
    Start working today

    New York Life

    Cedar Rapids, IA
    2 days ago
  • Financial Representative
     ...features. Direct message the job poster from Modern Woodmen of America Managing Partner at Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America... 
    Suggested
    Full time
    Internship
    Local area

    Modern Woodmen

    Cedar Rapids, IA
    2 days ago
  • Financial Advisor

    $51.8k - $95.9k

     ...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.... 
    Suggested
    Contract work
    Part time
    Local area

    BMO Financial Group

    Cedar Rapids, IA
    4 days ago
  • Financial Advisor

    $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... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Cedar Rapids, IA
    3 days ago
  • Certified Financial Planner
     ...Northwestern Mutual - Cedar Rapids is seeking a Financial Representative who will help individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. This role focuses on building long-term relationships with clients... 
    Work from home
    Flexible hours

    Northwestern Mutual

    Cedar Rapids, IA
    14 hours ago
  • Financial Consultant
     ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. You will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals. You will leverage your financial... 

    WealthBridge Financial Group

    Robins, IA
    13 hours ago
  • Financial Advisor

    $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

    Unavailable

    Cedar Rapids, IA
    2 days ago
  • Financial Advisor
     ...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering...  ...offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients'... 
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Equitable Advisors LLC

    Cedar Rapids, IA
    27 days ago
  • US Experienced Financial Advisor

    $50k

     ...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 clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Cedar Rapids, IA
    4 days ago
  • Entry-Level Financial Advisor
     ...Description Join us as an Entry-Level Financial Advisor at New York Life, where you'll have the unique opportunity to empower clients with strategies that secure their financial futures, all while advancing your own career. You'll manage your own practice, backed... 

    New York Life Iowa office

    Cedar Rapids, IA
    5 days ago
  • College Financial Representative, Internship Program

    $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 time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Cedar Rapids, IA
    2 days ago
  • College Financial Representative, Internship Program

    $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 time
    Internship
    Local area

    Unavailable

    Cedar Rapids, IA
    2 days ago
  • College Financial Representative, Internship Program

    $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 time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Cedar Rapids, IA
    1 day ago
  • College Financial Rep Intern: Build Your Planning Practice
     ...Northwestern Mutual in Cedar Rapids, Iowa, is offering an internship for College Financial Representatives. This role provides guidance and a framework to build a financial planning practice with support from experts. Interns will learn to prospect, network, and develop... 
    Internship
    Flexible hours

    Northwestern Mutual

    Cedar Rapids, IA
    4 days ago
  • Wealth Advisor
     ..., seeks passionate individuals to become wealth managers, guiding clients toward financial wellness. The role emphasizes client engagement, strategic development, and product consultation along with comprehensive training and support. A Bachelor's degree and relevant licenses... 

    Equitable Advisors LLC

    Cedar Rapids, IA
    14 hours ago
  • Personal Banker
     ...Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career... 
    Work experience placement
    Flexible hours

    Wells Fargo

    Cedar Rapids, IA
    13 hours ago
  • Remote Financial Wellness Advisor | Flexible Growth
     ...position offers flexibility and growth opportunities, allowing you to balance personal and professional life. You will conduct virtual consultations, assess client needs, and build lasting relationships through regular check-ins. Enjoy the benefits of no cold calling, a... 
    Remote work
    Flexible hours

    Aogarciaagency

    Cedar Rapids, IA
    1 day ago
  • Remote Financial Wellness Advisor Flexible Growth
     ...their team in Cedar Rapids, Iowa. This role offers flexibility to work from home while conducting virtual consultations with clients, helping secure their financial well-being. Key responsibilities include building client relationships, assessing needs, and... 
    Weekly pay
    Remote work
    Work from home
    Flexible hours

    Medium

    Cedar Rapids, IA
    2 days ago
  • Credit Analyst
     ...Butler America Aerospace, LLC. is seeking a Senior Financial Analyst to join the finance team, reporting to the Finance Controller. This role blends FP&A with credit collections to support key decisions and ensure financial health across cross-functional teams. You will... 

    Butler America Aerospace L.L.C.

    Cedar Rapids, IA
    14 hours ago
  • Commercial Lender
     ...Officer evaluates needs of potential clients and offer appropriate financial products, services, and loans Promote and cross-sell...  ...reach out for a confidential conversation- Logan Hovland (Search Consultant with GPAC) Call or email: (***) ***-**** or logan.... 
    Local area

    gpac

    Cedar Rapids, IA
    1 day ago
  • Financial Representative Career Changer Opportunity
     ...Northwestern Mutual Cedar Rapids, we are committed to building the most financially secure communities in America, one person, one family, and...  ...financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals,... 
    Internship
    Work at office
    Local area
    Work from home
    Overseas
    Visa sponsorship
    Flexible hours

    Northwestern Mutual - Cedar Rapids

    Cedar Rapids, IA
    29 days ago
  • Financial Specialist
     ...Financial Specialist As a Financial Specialist at the GS-0501-9/11 level, some of your typical work assignments may include: Overseeing the District financial management program. Analyzing the District's financial obligations and expenditures to ensure compliance... 

    Department of Justice

    Cedar Rapids, IA
    5 days ago
  • Grants Manager
    ESSENTIAL DUTIES Supervise employees and participate in the daily preparation and serving of good quality food. Supervise the security, storage, and proper handling of food and supplies. Enforce and maintain standards of cleanliness, health, employee practices, and safety...
    Hourly pay
    Work at office
    Flexible hours

    Cedar Rapids Community School District

    Cedar Rapids, IA
    14 hours ago
  • Financial Analyst

    $63.24k - $82.23k

     ...Ready to see your financial analysis influence real-world operations? Join a team where your insights help move freight, support customers, and drive business success every day. CRST The Transportation Solution, Inc. CRST is celebrating 70+ years of grit, growth, and forward... 
    Bi-weekly pay
    Work at office
    Local area
    Monday to Friday

    CRST The Transportation Solution, Inc

    Cedar Rapids, IA
    4 days ago
  • Financial Analyst (Hybrid)

    $53k - $70k

     ...Performs accounting, financial reporting and analysis functions, Responsible for applying financial analysis knowledge and judgment to activities that are routinely performed. Applicants must possess legal authorization to work for our company in the U.S. without the need... 
    Contract work
    Work experience placement
    Work at office
    Remote work
    Visa sponsorship

    Aegon

    Cedar Rapids, IA
    14 hours ago
  • Financial Analyst
    Transamerica Corporation seeks a Financial Analyst to perform professional financial analysis using IFRS, extract data from systems, and support forecasting and reporting. The role requires a Bachelor's in Accounting or Finance and up to 2 years of related experience. Strong... 

    Transamerica

    Cedar Rapids, IA
    14 hours ago
  • Financial Analyst
     ...that this position is based on our campus in Madison, WI, and requires relocation to the area. We recruit nationally and provide financial relocation assistance. We're looking for a Financial Analyst to work strategically with Epic's customers. You'll work in a creative... 
    Relocation
    Visa sponsorship
    Relocation package

    Epic

    Cedar Rapids, IA
    1 day ago
  • Financial Analyst

    $128k - $170k

    Job Description Summary Serve as a top subject matter expert within the Financial Analysis group performing accounting, financial reporting, and analysis functions. Apply financial knowledge and judgment to activities that are diverse and complex to validate the integrity... 

    Transamerica

    Cedar Rapids, IA
    14 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!

Related searches