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
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Shelley, ID vacancy
$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$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...SuggestedFull timeFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Idaho Falls, ID1 day ago- ...entrepreneurs, and individuals unlock the power of tax-smart financial planning. Backed by an in-house tax team, we’re dedicated to providing... ...services including financial planning, tax planning, business consulting, tax preparation, accounting, and bookkeeping. Dedicated Team...SuggestedFull timeFlexible hours
$19.71 per hour
...customer service, supports branch operations and assists clients with their financial needs. Personal Bankers will develop skills to effectively navigate WaFd systems, engage clients through consultative conversations, and identify solutions that support customers' financial...SuggestedFull timeWork at officeWaFd Bank
Idaho Falls, ID4 days ago$18 - $23 per hour
...the booking of commercial loans. The position also involves processing incoming documentation from commercial borrowers, such as financial statements, and managing tasks related to record-keeping, scanning, and archiving of commercial loan documents to ensure accurate...SuggestedWork at officeLocal areaMonday to FridayFlexible hoursWestmark Credit Union
Idaho Falls, ID3 days ago- Job Description The Teller is responsible for a variety of paying and receiving functions, including processing deposits, withdrawals, loan payments, cashiers’ checks, and cash advances. He or she balances each day's transactions and verifies cash totals, performs specific...Part timeFor contractorsSecond jobNight shift
U.S. Lawns
Ammon, ID4 days ago - ...About The Role We are a dynamic and growing community bank dedicated to providing exceptional financial services to individuals and businesses within our local area. Our mission is to build long-lasting relationships with customers by offering personalized service and...Hourly payFull timeTemporary workPart timeWork at officeLocal areaVisa sponsorshipWork visaNight shift
Foothills Bank
Idaho Falls, ID3 days ago $15 per hour
Goldenwest Credit Unionis a premier non-profit financial cooperative providing exceptional member service to our members in Utah and Idaho. Our employees earn a guaranteed base wage, annual bonus and a generous incentive/commission schedule. We provide outstanding benefits...Hourly payFull timeMonday to Friday- ...Financial Aid Administrator Unitek Learning is a leading healthcare education organization focused on preparing the next generation of nurses and healthcare professionals. Through its family of institutions, including Unitek College of Nursing, Eagle Gate College, Provo...
Eagle Gate College
Idaho Falls, ID2 days ago - ...holidays, prorated based on start date) ~ Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial...Local areaMonday to Friday
OneMain Financial
Idaho Falls, ID3 days ago - Job DetailsJob Location: Admin 3 - Idaho Falls, ID 83404Position Type: Full TimeEducation Level: Associates DegreeTravel Percentage: NoneJob Shift: AnyJob Category: Health CareMountain View Hospital is looking for a Risk Management Specialist to join our Team! JOB SUMMARY...Full timePart timeReliefShift work
- ...been at the forefront of the wellness industry—creating safer, more effective products that promote the physical, environmental, financial, and personal well-being of millions worldwide. Known as The Wellness Company, Melaleuca’s focus on naturally derived, science-based...Full timeWorldwideRelocationRelocation package
Snake River Physical Therapy
Idaho Falls, ID3 days ago - ...on supporting a project in accounting and finance related functions. Each project at Kiewit is run like a small business, with the Financial Analyst Intern concentrated on critical tasks such as cost control, payroll, accounts payable/receivable, human capital management...Full timeTemporary workInternshipRelocationWeekend work
Kiewit Corporation
Idaho Falls, ID4 days ago - ...income objectives. Analysts interface with a variety of company departments such as Marketing, Sales, Forecasting & Planning, Cost and Financial Accounting to compile data and analyze the financial viability of various new products, promotions, and initiatives. The position...Full timeRelocationRelocation package
- ...and receive training to help you grow in this position.Serves as a senior technical advisor and recognized technical authority for financial management programs supporting Facilities Management and Security Services (FMSS).Independently plans, develops, and coordinates...
Internal Revenue Service
Idaho Falls, ID1 day ago $129.3k - $206.1k
Working at the Naval Nuclear Laboratory we foster pride in belonging to an organization whose culture is made up of these core values: Trust, Empowerment, and Collaboration. Our company promotes a positive culture while ensuring the safety and reliability of our nation'...For contractorsInterim roleWork at officeLocal area- Job Description Job Description Description: The Associate Portfolio Manager plays a key role in supporting the success of our educational solutions in the higher education market. Serving as a Voice of the Customer (VOC), you’ll help ensure our classroom solutions...Local areaRemote workWorldwide
Stukent
Idaho Falls, ID6 days ago $31 - $35 per hour
...electrify the world! We are seeking qualified candidates for our Grid Software Internship Program as a Power Systems Technical Consultant beginning in May or June 2027. This Is a fully remote role. You'll Make an Impact By: Supporting the delivery of technical...Remote jobHourly payPermanent employmentFull timeWork experience placementInternshipWork at officeLocal areaImmediate startSiemens
Idaho Falls, ID2 days ago- ...statement since our humble beginning in 1985. Everything we accomplish is done with an eye toward promoting the physical, environmental, financial, and personal wellness of those around us. Our focus has always been on wellness. By manufacturing and selling effective, high...Full timeInternshipImmediate start
- Winners Work Here! Premier Truck Group is dedicated to ONE Network Executing, our mission which focuses on delivering the best employee experience, operational excellence, and exceptional customer service. At PTG, our top priority is to be your employer of choice and...
$26 per hour
Job Description The Career Services Advisor plays a pivotal role in connecting education to employment, the ultimate measure of a student’s success and the college’s mission. This position ensures that students are professionally equipped with the confidence, tools,...Hourly payWork at officeLocal areaUnitek College Of Nursing
Idaho Falls, ID4 days ago$22 per hour
Company Description As a leading healthcare education organization, Unitek Learning’s family of schools helps thousands of students launch and accelerate their careers every year. As a rapidly growing and highly successful company, Unitek is also a great place to pursue...Hourly payFull timeWork at officeLocal areaEagle Gate College
Idaho Falls, ID2 days ago$20 per hour
Are you motivated, outgoing, and ready to take control of your income? We're looking for driven individuals who enjoy connecting with people and aren't afraid to knock on doors to create opportunities. If you thrive in a fast-paced environment and want to build real sales...Hourly payImmediate startRelocationDaBella
Idaho Falls, ID2 days ago$20 - $23 per hour
...progressive environment with an emphasis on teamwork, customer service, training and personal development. Stability - Company is financially strong with an established base of customers and is well‑positioned for continued expansion. History of Excellence - Work for an...Temporary workWork at officeFlexible hoursShift work- Digital Communication Specialist (AKA Journey Optimization Specialist) Are you passionate about crafting impactful customer journeys through data-driven decisions? Melaleuca, a leading $2 billion e-commerce company and a four-time recipient of Forbes Magazine's Best Places...Work at office
Nashville Public Radio
Idaho Falls, ID4 days ago - Job Description Job Description This position is fully on-site at our Idaho Falls, ID office. Local candidates are encouraged to apply. At WaveDash , we're passionate about creating exceptional customer experiences while helping our clients grow through innovative...Work at officeLocal areaImmediate start
Wavedash Marketing
Idaho Falls, ID27 days ago - ...Job Description Job Description Description TeleSolv Consulting has a great opportunity for you to work with the Federal Government... ...functions. Track project and program status, including financial matters, ensuring compliance with federal agency guidelines....Work at office
Telesolv Consulting
Idaho Falls, ID27 days ago $77.2k - $96.5k
...in business, Accounting, MIS, Finance, or related field ~3+ years supporting or implementing Oracle EBS R12 and/or Oracle Cloud Financials ~ Hands-on experience with Order-to-Cash (O2C) and/or Procure-to-Pay (P2P) processes ~ Proficiency with Oracle Cloud...Full timeShift workWorld Wide Technology
Idaho Falls, ID3 days ago- ...needs, presenting HVAC and plumbing solutions, preparing estimates, and helping customers move forward with confidence. This is a consultative, in-home advisory role that blends technical understanding, strong communication, and relationship-building. Success in this...
- Social Media and Content Specialist Position Purpose The Social Media and Content Specialist will be responsible for developing, managing, and coordinating digital content across the social media platforms of the company’s eight businesses. The role will work closely with...Full time
Virtual Assistant Team
Idaho Falls, ID3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
Related searches
- financial research associate
- infor finance consultant
- junior oracle financial functional consultant
- finance operations associate
- associate financial representative
- oracle cloud financials consultant
- senior wealth advisor
- associate corporate finance
- junior financial advisor
- financial advisor development program