Financial Consultant
Wealthbridge-Financial-Group
Overview WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them reach their long-term financial objectives. You will conduct comprehensive financial analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization. The ideal candidate possesses a solid understanding of financial products and services and has a passion for helping clients achieve their financial goals. You will have the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group's client base. At WealthBridge, we pride ourselves on our commitment to integrity, innovation, and excellence in service. Join us and help make a positive impact on the financial well-being of individuals and families. Responsibilities Develop personalized financial plans for clients. Guide clients through their financial decisions and help them reach long-term objectives. Conduct comprehensive financial analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization. Build and maintain strong client relationships to expand the client base. Qualifications Bachelor's degree in finance, economics, or a related field. Previous experience in financial consulting or a similar role is preferred. Strong analytical and problem-solving skills. Excellent communication and interpersonal skills. Ability to build and maintain relationships with clients. Familiarity with financial planning software and investment products. 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
- ...not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Consultant should demonstrate commitment to delivering distinctive service. This position will be responsible for building and managing...SuggestedWork at office
$70k - $250k
...As business owners, Financial Representatives at Northwestern Mutual Murfreesboro help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help...SuggestedWork experience placement$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...SuggestedWork at officeWork from homeHome officeFlexible hours$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$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...SuggestedFull timeInternshipLocal areaFlexible hours- ...Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of...Work at office
- Overview We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. What Prudential...
$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 area$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$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 timeFor contractorsInternshipLocal areaFlexible hours- ...services and processing transactions efficiently. Responsibilities include managing cash transactions and building relationships to meet financial needs. Ideal candidates will have strong communication skills and a focus on client service. A high school diploma is required,...Shift workWeekend work
- ...transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities Executes the bank's risk...Shift workWeekend workDay shift
- ...Summary The Relationship Banker serves as a trusted financial guide and a dynamic customer champion. This dual professional not only deepens... ...Duties and Responsibilities Relationship Bankers will actively consult with both Consumer and Small Business clients and collect...Flexible hours
- ...-6, Sat 8:30-1:30 SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting...Temporary workWork at office
- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$18 - $20 per hour
The Financial Services Representative (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs. This role requires daily outbound calling, including high-volume collection...Hourly payFull timeWork at officeLocal areaShift work$65k
...Crafting Brighter Futures for Businesses & Families across the US At the forefront of specialized financial services, we help families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client. Role Overview: As a...Full timeFlexible hours- ...Successful Candidate Attributes: • Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3-5 units per month...Remote work
- ...remotely under our umbrella. Enjoy uncapped commissions and the flexibility to focus on referral partnerships with Realtors, CPAs, and financial planners. Licensed in 28 states, you can scale by adding more LOs or operating solo, while Corporate provides admin, operations,...Remote work
- ...as needed. Stays informed and knowledgeable of all credit union rates, fees, products, and promotions to assist the members with financial needs. Actively cross-sells products and services. Provides information to members concerning different types of consumer loans, credit...Full time
- Lewis Bakeries in Murfreesboro, Tennessee is looking for a Financial Analyst (FP&A) to support budgeting, forecasting, and financial modeling processes. This role collaborates with Finance, Operations, Sales, and Supply Chain to analyze performance and provide insights....
- ...Overview Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every...Work at officeFlexible hoursShift workWeekend workDay shift
$75.2k - $90.3k
...are inspired by big challenges, driven to learn and grow, and dedicated to making a meaningful difference. ABOUT THE ROLE The Financial Analyst for Entegral plays a key role in analyzing, evaluating and optimizing our financial and operational performance. Operating...Full timeWork experience placementRemote workWork from homeFlexible hours- Service Center Murfreesboro Job Summary Caliber Collision has an immediate job opening for an Auto Parts Coordinator to inspect, verify, and distribute parts to workstations while confirming arrival and accuracy with Body Technicians. The Parts Coordinator will...Weekly payImmediate start
- Job Opportunity At Toyota Of Murfreesboro Toyota of Murfreesboro is looking for highly motivated individuals to join our team. We are a high-volume dealership and in search of those that will thrive in a fast-paced environment while also being able to deliver quality...
$115k - $145k
...but typically include an academic or industry expert, senior consultants, and Analysts. Within a case team, you will make important contributions... ..., involving key responsibilities such as: Developing financial and economic models; Analyzing large datasets; Examining...Full timeWork experience placementLocal area- ...Position Summary The Financial Analyst (FP&A) supports the Company’s budgeting, forecasting, financial modeling, and performance reporting processes across a multi-site manufacturing and distribution environment. This role partners with Finance, Operations, Sales, and...Internship
$18 - $20 per hour
Job Overview World Finance is looking for a Financial Services Representative to guide customers on their financial journey. The role supports the Branch Manager and focuses on lending, customer service, and closing loans. Key Responsibilities Guide customers toward upward...Hourly payFull timeWork at officeLocal areaShift workWeekend workAfternoon shift$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 work- ...Part‑Time Leasing Consultant Abbington at Stones River, Murfreesboro, TN. Burlington Capital Properties is currently reviewing applications for a part‑time leasing consultant position at our Abbington property in Murfreesboro, TN. We pride ourselves in the quality living...Part timeWork at office
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