Financial Planner
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
$87.4k - $123.4k
...Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform... ...customers achieve financial freedom. Empower Yourself. The Financial Planner - Retail will develop and deliver comprehensive financial plans...Suggested16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours$20.55 - $25.05 per hour
...id: 38030**About Working at Commerce**Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’...SuggestedHourly payFull timeMonday to FridayShift work- ...and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well‑being while making banking easy. UMB’s branches offer many opportunities to...SuggestedLocal areaFlexible hoursAfternoon shift
- ...At CommunityAmerica, our mission is simple: to guide our Members and communities on a path to thrive, helping them achieve financial peace of mind and confidently pursue financial freedom. We’re more than a credit union, we’re trusted financial partners, committed to personalized...Suggested
- ...Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential...SuggestedFull timeTemporary workWork at office
- ...prospective members through a consultative sales approach recommending the right credit union products and services to meet the members financial goals. Provides an engaging onboarding experience. Processes financial transactions, including deposits, withdrawals, loan...Work experience placement
- Mercantil Commerce Bank in Belton, Missouri, is looking for a Personal Banker to provide excellent customer service and assist with daily financial needs. You will develop long-lasting relationships with customers while promoting bank products. This full-time role requires...Full time
- Simmons Bank is looking for a Relationship Banker to build, expand, and retain client relationships. You'll provide exceptional financial solutions and maintain compliance with banking standards. This role requires a high school diploma and two years of customer-facing...
- ...committed to bringing passion and customer focus to the business. Simmons Bank is a dynamic regional community bank with the full financial capabilities to meet the unique needs of our customers. We believe in empowering our associates to be a trusted advisor while...Night shift
- ...expanding, and retaining existing client relationships while providing an exceptional client experience. You will provide expert financial solutions to existing and prospective clients by assessing their financial needs and offering solutions through bank products and...Night shift
$20.55 - $25.05 per hour
...seeking a Personal Banker at their Lee's Summit location to provide exceptional customer service while helping clients improve their financial health. The role involves responsibilities like educating customers on various banking products and ensuring financial...Hourly pay- ...and sustain trust and credibility Discover key life events happening with clients to ensure bank products and services are meeting financial needs Recommend and provide accounts, loans, and services that match clients’ financial needs Promote bank products and services...Currently hiringWork at officeLocal areaFlexible hours
- ...Your role will include promoting bank offerings, ensuring compliance with regulations, and collaborating with clients to meet their financial needs. The position also provides various benefits including health insurance and a 401(K) with company match. #J-18808-Ljbffr...
$20.55 - $25.05 per hour
...the Belton/Raymore location. The role requires strong sales skills to provide excellent service and help customers improve their financial health. You'll also gain insight into banking while having opportunities for career growth. Responsibilities include delivering top...Hourly pay$20 - $21 per hour
UMB Bank is seeking Personal Bankers to build customer relationships and offer financial solutions. This role involves converting routine transactions into cross-sell opportunities and achieving daily performance metrics. Applicants should have a high school diploma and...$20 - $21 per hour
UMB Financial Corporation is looking for a Personal Banker in Lee's Summit, Missouri. The ideal candidate will excel in building customer relationships while recommending and selling products that meet financial needs. You'll receive extensive training on UMB’s offerings...- ...National Bank of Omaha (FNBO) is seeking a Personal Banker to welcome customers, process transactions, and understand individual financial needs. You will offer personalized recommendations to support customers on their financial journeys and help build lasting relationships...
- ...and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of...Full timeWork at officeLocal area
- ...SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client...Full timePart time
- A financial services company in Lee's Summit is looking for a Business Development Officer. The role involves generating new business relationships, achieving quarterly financial goals, and developing marketing plans aimed at small business clients. The ideal candidate...
- ...Officer. This role involves generating loans, establishing new business relationships, and achieving quarterly targets within the financial services sector. Candidates should have 3-5 years of experience, strong analytical and organizational skills, and ideally a Bachelor...Work at office
$20.55 - $25.05 per hour
...Bank is seeking a Personal Banker for its Grandview location. The role requires providing excellent customer service, delivering financial solutions, and meeting sales goals. Successful candidates will have strong sales skills, attention to detail, and a high school diploma...Hourly payMonday to Friday- Commerce Bank in Harrisonville is looking for a Personal Banker passionate about helping customers improve their financial health. This role involves delivering excellent customer service in person and over the phone, providing solutions that meet clients' financial needs...
- ...individual in Lee's Summit, Missouri for a position that involves conducting virtual consultations with clients and assessing their financial needs. The role offers a flexible work schedule and the opportunity for professional growth with no cold calling involved....Remote jobWeekly payFlexible hours
- ...full-time position emphasizes excellent customer service, promoting our banking products, and achieving sales goals while ensuring financial compliance. The ideal candidate will possess strong communication and sales skills, have prior banking experience, and be eager to...Full time
- ...responsible for demonstrating a strong knowledge of mortgage, business, and installment loan options, and providing a broad base of financial and credit services. Additionally, Relationship Bankers are expected to assist other departments as needed, build a great rapport...Flexible hours
- GEHA Health, headquartered in Lee's Summit, Missouri, is seeking a Continuity and Security Assurance Analyst to support their Cybersecurity program. This position involves executing security initiatives and monitoring compliance to enhance the resilience and security posture...Remote job
- ...and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of...Full timeWork at officeLocal area
- ...Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured bank headquartered in Kansas City, Missouri. Additionally, we have offices in San Francisco, Sunnyvale, and New York City, where our technical, product...Part timeBank staffLocal areaMonday to FridayFlexible hoursShift work
$19 per hour
First National Bank of Omaha is hiring a Teller located in Belton, Missouri. This role focuses on providing exceptional service while processing customer transactions at branch locations. Ideal candidates will possess a high school diploma or GED and excellent communication...
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