Private Wealth Advisor

WealthBridge Financial Group

WealthBridge Financial Group is seeking a results-oriented Private Wealth Advisor 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 Private Wealth Advisor 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 7 days ago

Similar jobs that could be interesting for youBased on the Private Wealth Advisor in Perrysburg, OH vacancy

Caregiver - 4 Ways to Start
$18 per hour
...HHA certificate or experience, based on interview $16/hour for free training pathway $19-20/hour when you refer and care for a private pay client 10% extra on holidays. Paid every 2 weeks. Direct deposit. W-2 job. Drive time between clients is paid. Drive time...
Private
Second job
Work at office
Shift work
Haven Home Care
Rossford, OH
7 days ago
Private Equity Tax Manager
...people where you can be YOU and not just a number? If so, this Private Equity Tax Manager position may be your #FitForLife! William Vaughan... ..., serving as a primary point of contact and trusted advisor. Support business development efforts , including proposal development...
Private
Work at office
William Vaughan Company
Maumee, OH
2 days ago
Key Private Bank Relationship Manager
$94k - $175k
...Avenue, Toledo Ohio Job Summary Key Private Bank (KPB) is dedicated to serving our... ...client promise acting as the primary client advisor developing and implementing strategies... ...maintains an in-depth knowledge of financial wealth management services and products as well...
Private
Work experience placement
Work at office
Local area
Flexible hours
Night shift
Key Bank
Toledo, OH
6 days ago
Therapist / Occupational Therapist Job in Perrysburg, Ohio
...patients, maintaining accurate records, following recommendations from physicians and clinical supervisors. The ideal candidate will also be knowledgeable in Medicare, Medicaid, and private insurance, as well as the ability to complete relevant insurance documentations....
Private
Therapy Host
Perrysburg, OH
6 days ago
Help Someone in Need
...a patient including reading, playing cards, painting, drawing and so much more. Volunteers will visit patients at nursing homes or private homes in Perrysburg and surrounding areas. Volunteers are welcome to visit patients in groups, so tell any of your friends who might...
Private
Flexible hours
Elara Caring Hospice (Northwest Ohio)
Perrysburg, OH
3 days ago
Wealth Advisor - PNC Wealth Management
$75k - $125k
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 time
Temporary work
Part time
Work experience placement
Work at office
PNC Financial Services Group
Toledo, OH
1 day ago
US Seasonal Tax-Private Tax- Senior Manager
$120 - $150 per hour
...Seasonal Tax Senior Manager – Private Client Services Location: Anywhere in Country Private Client Services (PCS) is a growing practice... ...and trust income tax A thorough understanding of estate and wealth planning Experience researching tax issues to develop effective...
Private
Hourly pay
Seasonal work
Remote work
Flexible hours
Ernst & Young Oman
Toledo, OH
2 days ago
Ophthalmic Technician
...experience working in an Ophthalmic practice need apply. Company Description Maumee Eye Clinic has been around since 1978 as a private multi-specialty eye care practice. We have an experienced Ophthalmologist, and three Optometrists who coordinate patient care with...
Private
Full time
Monday to Friday
Day shift
Afternoon shift
Kristopher J Kelly LLC
Maumee, OH
5 days ago
Financial Representative
...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...
Work at office
Local area
Western & Southern Life
Maumee, OH
3 days ago
Intake Clinician MSW/LSW OR RN PER DIEM Nights 7p-730a
...programming level. The Clinician also transitions the patient into the care of Nursing Staff. Arrowhead Behavioral Health is a 48-bed private, free-standing psychiatric hospital located in Maumee, OH. Arrowhead offers a private, confidential and non-institutional...
Private
Daily paid
Night shift
Alan B. Miller Medical Center
Maumee, OH
5 days ago
House Parents
Milton Hershey School, a cost-free private residential school for pre-K through 12th grade, is seeking dedicated House Parents to join our Education, Training & E-Learning team. House Parents live in student homes and provide a safe, structured, and nurturing environment...
Private
Live in
Milton Hershey School
Rossford, OH
2 days ago
Wealth Management Advisor II
$121.9k - $262.1k
...Third Bank. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals. Create steams of highly credentialed specialists...
Private
Work experience placement
Private practice
Work at office
Fifth Third Bank, N.A.
Toledo, OH
4 days ago
Financial Services - Private Client Services - Tax Services Manager EDGE
$103.1k - $188.9k
...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real... ...The opportunity EY's FSO EDGE Private practice provides comprehensive and specialized... ...individuals/families. That will make you a trusted advisor and role model for your clients and our...
Private
Private practice
Summer holiday
Local area
Flexible hours
EY
Toledo, OH
3 days ago
HOUSEKEEPER PER DIEM
...do an amazing job at keeping the hospital clean and looking sharp. We want you on our team! Arrowhead Behavioral Health is a 48-bed private, free-standing psychiatric hospital located in Maumee, OH. Arrowhead offers a private, confidential and non-institutional...
Private
Daily paid
Weekend work
Afternoon shift
Alan B. Miller Medical Center
Maumee, OH
6 days ago
Mental Health Therapist
...Full-Time or Part-Time | On-site | Perrysburg Location) Enlighten Counseling Center is a Christian and Catholic faith-informed group private practice with locations in Perrysburg and Findlay. We provide collaborative, individualized, and holistic care that integrates mind...
Private
Full time
Part time
Private practice
Work at office
Flexible hours
Weekend work
Afternoon shift
Enlighten Counseling Center
Perrysburg, OH
2 days ago
Consumer Loan Officer
...explaining reasons and alternatives. 3. Cross-selling and referring members to Member Service Specialists, Mortgage Loan Officers, Wealth Management, or other business partners based solely on member needs. 4. Executing the branch & credit union business plan as assigned...
Work at office
Weekend work
Afternoon shift
Sun Federal Credit Union
Maumee, OH
3 days ago
Personal Banker Assoc. II - Maumee, OH
Make banking a Fifth Third better®We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker II after...
Work experience placement
Work at office
Fifth Third Bank, N.A.
Maumee, OH
3 days ago
Counselor
$43.89k - $56k
...with the concurrence of Director of Counseling or other designated individual. (Long-term counseling issues are to be referred to private counselors or social service agencies.) B. Provide support groups, group counseling sessions, or workshops as approved by Director...
Private
Temporary work
Work at office
Monday to Friday
10 hours per week
Afternoon shift
Owens Community College
Perrysburg, OH
6 days ago
Personal Banker Assoc. II - Maumee, OH
Fifth Third Bank Personal Banker Assoc. II Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function Selected candidates are intended...
Work experience placement
Work at office
Fifth Third Bancorp
Maumee, OH
4 days ago
Security Officer
...High School Diploma or GED Ohio Valid Driver's License (VDL) and eligible insurance One year of experience in Criminal Justice, Private/Public/Military Security and/or related law enforcement fields OR Ohio Peace Officer Training (police) Academy Certification...
Private
Night shift
Cleveland Clinic
Rossford, OH
5 days ago
Teller
$30k - $50k
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 time
Temporary work
Part time
Work experience placement
Work at office
Shift work
PNC
Maumee, OH
10 days ago
Physician Hematology - Competitive Salary
...comfortably at a lower cost of living while benefiting from top-tier public and private schools and universities Outdoor Adventures Await – Explore scenic parks, invigorating trails, and a wealth of outdoor activities year-round Waterfront Bliss – Take advantage of...
Private
Local area
The Toledo Clinic
Toledo, OH
7 days ago
Hair Stylist - Shops@fallen Timbers
$11 - $16 per hour
...with style, quality, and value. JCPenney offers a broad portfolio of fashion, apparel, home, beauty, and jewelry from national and private brands and provides personal services including salon, portrait and optical. The Company and its 50,000 associates worldwide serve...
Private
Hourly pay
Worldwide
Flexible hours
JCPenney
Maumee, OH
5 days ago
Home Furnishings 1.0 - Shops@fallen Timbers
$12 - $15 per hour
...with style, quality, and value. JCPenney offers a broad portfolio of fashion, apparel, home, beauty, and jewelry from national and private brands and provides personal services including salon, portrait and optical. The Company and its 50,000 associates worldwide serve...
Private
Hourly pay
Worldwide
JCPenney
Maumee, OH
7 days ago
Physician Otolaryngology - Competitive Salary
...cultural events Affordable Living & Exceptional Education – Enjoy a low cost of living paired with access to top-rated public and private schools Year-Round Outdoor Adventure – Hike scenic trails, explore expansive parks, and embrace outdoor recreation in every...
Private
Local area
The Toledo Clinic
Toledo, OH
6 days ago
Mobile Veterinarian
...About Heartstrings Pet Hospice Heartstrings Pet Hospice is a privately owned in-home euthanasia and end-of-life care practice founded on our core values of Compassion, Dignity, and Respect . Unlike corporate or private-equity–backed organizations, our focus is...
Private
Full time
Temporary work
Part time
Local area
Remote work
Weekend work
Heartstrings Pet Hospice, In-Home Euthanasia & Aftercare
Perrysburg, OH
6 days ago
Physician Cardiology-Interventional - Competitive Salary
...cultural events Affordable Living & Exceptional Education – Enjoy a low cost of living paired with access to top-rated public and private schools Year-Round Outdoor Adventure – Hike scenic trails, explore expansive parks, and embrace outdoor recreation in every...
Private
Work at office
Local area
The Toledo Clinic
Toledo, OH
4 days ago
Practice Leader-Private Client/Personal Lines
...Private Client Practice Leader Ready to take your high-net-worth insurance expertise and leadership experience to the next level?... ...-worth families Developing deep referral relationships with wealth managers and key executives Elevating the client experience...
Private practice
Kapnick Insurance Group
Maumee, OH
3 days ago
Class A CDL Doubles Truck Driver | Perrysburg OH | Walgreens
$95k
...pull, and carry up to 50 lbs. The CPC Logistics is looking for full-time Class A CDL Delivery Truck Drivers to work with our Private Fleet Operations Walgreens in Perrysburg, OH . Relay routes are available, and drivers will make nightly runs. Drivers will be...
Private
Hourly pay
Full time
Local area
Monday to Friday
Night shift
Quality Driver Solutions
Perrysburg, OH
6 days ago
Civil Design Group Manager
...engineers or teams, projects and disciplines Have a proven management process/style Be willing to mentor and teach younger staff Private development experience Pay: (Based on experience) ~401(k) w/ company match ~ Health insurance w/ HSA option, Vision,...
Private
Full time
Contract work
Work at office
Local area
Flexible hours
Trilon Group
Maumee, OH
5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Wealth Advisor. Be the first to apply!