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. Qualifications 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 WealthBridge Financial Group
- ...Are you ready to take your financial services expertise to an environment where you’re valued and supported? Are you seeking a career where your potential is limitless? Whether you’re a seasoned professional or looking to launch your career in financial services, Lakeshore...SuggestedRemote workFlexible hours
Lakeshore Financial Group
Green Bay, WI6 hours ago - ...Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. Financial Advisor is responsible for managing existing client relationships and formulating and implementing advice. They are also expected...SuggestedBank staffWork at officeLocal area
$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...SuggestedWork at office- Overview The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities...Suggested
$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 advisor...SuggestedContract 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...Full timeInternshipLocal areaUnavailable
De Pere, WI2 days ago$69.4k - $121.4k
...what makes us different and how you can make your mark as a FP&A Financial Analyst at MMA. Marsh McLennan Agency (MMA) provides business... ...America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional...Minimum wageLocal areaRemote workNight shiftQuest Oracle Community
Green Bay, WI4 days ago- ...relationships for Nicolet and your branch, serving as a trusted financial advisor who reflects Nicolet's culture, values, and... ...Experience & Relationship BuildingDeliver a highly personalized and consultative customer experience across in-person, phone, and digital channels...Temporary workWork at officeLocal area
Nicolet National Bank
Green Bay, WI5 days ago $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 areaFlexible hoursNorthwestern Mutual
De Pere, WI4 days ago- ...believe that our people are our most valuable asset, and we are committed to investing in their growth and development. The Associate Financial Advisor is responsible for managing existing client relationships and formulating and implementing advice. They are also expected...Work at officeLocal area
$17 - $28.96 per hour
...exceptional service, and learn the skills to grow your banking career. In this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands-on experience,...Hourly payImmediate start$41.71k - $65k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a...Part timeImmediate startDay shift- ...direct deposit, ACH, payroll deduction, wire transfers, and safe deposit boxes. Concentrates on building financial relationships with members, using a consultative approach. Discusses special promotions, and makes member referrals to Member Service Representatives,...Work at officeNight shift
Capital Credit Union
Green Bay, WI2 days ago - ...credit union serving more than 130,000 members at over 20 locations. We take pride in being a progressive, member-owned, full service financial institution dedicated to serving the community. We offer a great team environment, competitive salary and an excellent benefit...Temporary workPart timeFlexible hours
Fox Communities Credit Union
De Pere, WI5 days ago - ...information obtained from members and prepares analyses/loan presentations for new and renewing loan requests. Analyzes corporate financial statements and tax returns, personal tax returns, and personal financial statements. This includes assessing cash flow, balance sheet...Work experience placementWork at officeWork from home
- ...matter what industry you're joining us from. Service, accuracy, organization - you'll get to do it all in this role as you expand your financial services expertise. If you crave a work environment that has life-friendly hours, a community-centered vibe, and is a place where...Work at officeMonday to FridayDay shift
Manitowoc Branch
Green Bay, WI4 days ago - Vice President, Commercial Loan OfficerAs a Vice President, Commercial Loan Officer you will be in charge of evaluating loan applications and documentation by confirming credit worthiness, improve loan applications and documentation by informing applicant of additional...
gpac
Green Bay, WI6 hours ago - ...provides assistance to the Commercial Lenders as requested. As a Credit Analyst, you will: Spread and make interpretive analysis of financial statements, to include historical analysis and financial forecasting using the Baker Hill Statement Analyzer software; analyze...Work experience placement
- Step into a role where your analytical instincts and financial curiosity drive smarter business decisions. As a Credit Analyst at Green Bay Packaging, you’ll dive deep into credit data, collaborate with teams across the country, and help shape smart, risk-aware decisions...Work at office
- At Fortifi Bank, our Credit Analysts are responsible for analyzing current credit data and financial statements of individuals and businesses to determine the degree of risk involved in extending credit for use in the loan decision-making process.At Fortifi Bank, we do...
- ...Vice President, Commercial Loan Officer About the Company A growing, mid-sized financial institution with advancement opportunities. Industry Banking Type Privately Held About the Role The Company is seeking a Vice President, Commercial Loan Officer...
$17 - $22.96 per hour
...customer transactions while following all policies and procedures. Identify customer needs and refer them to colleagues for additional financial solutions. Promote current offers, products, and services that benefit customers. Answer questions and resolve customer concerns...Hourly payNight shift$27 - $33 per hour
...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...atall from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple...Temporary workLocal areaRelocation package- ...Financial AnalystUpholds the Credit Union's mission of "We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve" by providing the administration and development of financial analysis to support the strategic decision...Work at office
Capital Credit Union
Green Bay, WI2 days ago $50k - $55k
As a Financial Analyst, this professional will be responsible for examining financial data, preparing reports, and providing insights to support decision-making and financial planning, with a focus on transactions related to the full order-to-cash cycle, the accounts receivable...$46k - $48k
Evaluates and verifies financial aid applications, assists with reporting to facilitate the awarding of financial aid to qualifying students, triages financial aid processes, and awards financial aid. This position will serve multiple roles within the Financial Aid Office...Full timeH1bWork at officeRemote workVisa sponsorshipWork visa$46k - $48k
...student at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process. Position Title: Financial Aid Officer Job Category: Academic Staff Employment Type: Regular Job Profile: Financial Aid Officer Job Duties: Evaluates and...Full timeH1bWork at officeImmediate startRemote workVisa sponsorshipWork visaFlexible hours- ...OneMainFinancial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today...Full timeTraineeshipLocal areaMonday to Friday
$18 - $22 per hour
WI Green Bay-McCarthy Way - 162025 Full time R064058 Company: Gerber Collision & Glass Great Teams Don’t Happen by Accident Built with Intent. Driven by YOU. At the Gerber Collision & Glass , our teams work to provide the elite infrastructure and supportive...Hourly payDaily paidFull timeTemporary workGerber Collision & Glass
Green Bay, WI1 day ago- Assistant Head Teller As an Assistant Head Teller, you will work closely with the Head Teller to provide support on the Teller line by troubleshooting questions, giving guidance, and ensuring operational soundness, while providing a WOW experience to our members. Grow...Full timeWork at officeMonday to FridayDay shift
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