Wealth Advisor
WealthBridge Financial Group
Description 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
- ...Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. A Financial Representative must...SuggestedWork at officeLocal area
- Enterprise Financial Counselor The Enterprise Financial Counselor works under the direction of leadership. Conducts financial counseling to include collection of co-pays, deductibles, and payment arrangements for all Enterprise balances. Evaluates patient/guarantor ...SuggestedDaily paidWork experience placement
$50k
...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 on our clients rather than shareholder returns....SuggestedWork at officeWork from homeHome officeFlexible hours- The Patient Financial Counselor is responsible for assisting patients in the process of completing financial assistance applications, educating them about their financial responsibility, and helping them identify a path toward resolving their balances. This position also...SuggestedWork at officeShift work
$50k
...Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business...SuggestedWork at officeHome officeFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal...Full timeContract workFor contractorsWork at office$20.67 - $31.25 per hour
Location: 525 W Cleveland - Mishawaka, Indiana 46545 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and...Hourly payFull timeWork experience placementDay shift$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$1,000 per month
...growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full‑time student; juniors and seniors preferred...Full timeInternshipLocal areaFlexible hours$1,000 per month
...growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship? Full-time student; juniors and seniors...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- Northwestern Mutual in Mishawaka, Indiana, is seeking College Financial Representatives for their internship program. This opportunity allows you to build a financial planning practice while receiving support from a Fortune 500 company. Ideal candidates are full-time students...Full timeInternship
- ...Merrill Advisor Development Program - Financial Advisor: Indiana Market Indianapolis, Indiana;Indianapolis, Indiana; Lafayette, Indiana... ...new position. Acknowledge ( Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- PRIMARY PURPOSE OF JOBThis position is the focal point in the branch for sales, service and/or referral opportunities in support of the overall branch goals and striving to make lifelong relationships with our customers. This position services existing customers and assists...Bank staffLocal areaNight shift
$17 - $29.75 per hour
...clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving...Immediate start- Huntington Bancshares, Inc. is looking for a Financial Relationship Banker in Saint Joseph, Michigan. This role emphasizes providing exceptional customer service and growing relationships with both consumer and business clients. You will help clients achieve their financial...
- ...Commercial Relationship Manager III The C & I Commercial Relationship Manager III is responsible for serving as a trusted business advisor to clients and provide a full breadth of banking solutions to meeting their financial objectives and needs while establishing a...Work at office
- SOUTHERN BANK is seeking a Personal Banker in Missouri to support branch goals by developing new customer relationships and servicing existing clients. You will engage in cross-selling, open accounts, and assist customers with transactions to enhance satisfaction and loyalty...
$80k
...South Bend, Indiana. Role Description: The Business Banking Relationship Manager serves as the relationship manager and financial advisor to clients. Position: Full-time. Patient Accounts Trainer Responsible for operationalizing and maintaining successful education programs...Full timeRemote work- Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$17 - $29.75 per hour
...clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving...$100k - $120k
Location 107 W. Warren,Saint Joseph, IL, 61873,United States Base Pay $100,000.00 - $120,000.00 / Year Employee Type FT Exempt Required Degree 4 Year Degree Travel 50% Contact information Phone (***) ***-**** Job Title: Loan Officer Location : St. Joseph, Illinois Company...Full timeWork experience placementLocal area$40k - $60k
4 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Mo-Kan Regional Council provided pay range This range is provided by Mo-Kan Regional Council. Your actual pay will be based on your skills and experience — talk with...Full timeContract workWork at officeFlexible hours- ## Part Time TellerApplylocations: IN - South Bend (46614)time type: Part timeposted on: Posted Todayjob requisition id: R227036# **Position Overview**At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united...Full timePart timeWork experience placementWork at officeShift work
- Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!! Description: • ...Remote work
- Job Description: Position Summary: The Commercial Loan Processor is responsible for processing commercial loans, ensuring compliance with regulatory standards. The incumbent is responsible for management of loan closings and post-closing process and the ongoing...Work at office
$19 per hour
Protector As a Protector, you work with a team at job sites. No experience or degree is needed. Your daily work includes setting up cones, signs, and barricades and taking traffic control. Employment type: Full‑time Site Leader – TRIGO Global Quality Solutions Overall ...Hourly payFull timePart timeWork at officeImmediate start$15 - $18 per hour
Financial Services Representative World Finance, a recognized Top Workplace over five years and award‑winning company, seeks a Financial Services Representative to guide customers on their financial journey. Responsibilities Guide customers toward upward credit mobility...Hourly payFull timeWork at officeLocal areaShift workWeekend workAfternoon shift$15 - $18 per hour
Financial Services Representative World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an...Hourly payFull timeInterim roleWork at officeLocal areaShift workWeekend workAfternoon shift- Planters Bank & Trust Company is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability status...Work at officeShift work
- IN0547 Mishawaka - Church St Job Description DESCRIPTION Northwest tellers are important members of our retail network team because they often have the most interaction with our customers. Northwest tellers provide an excellent customer service experience ...Full timeWork experience placementWork at officeFlexible hoursShift workWeekend workAfternoon shift
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