Financial Consultant
Wealthbridge-Financial-Group
Overview 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. Responsibilities Engage with clients to understand their financial objectives and risk tolerance. Provide tailored financial advice and strategies that align with clients' goals. Leverage financial tools and analytics to assess client needs and develop action plans. Collaborate with a network of industry experts and access to resources to serve clients effectively. 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
$50k - $70k
...effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry. Our entry-level financial advisor candidate has a passion for developing long-term relationships and an...SuggestedNew York Life
Des Moines, IA7 hours ago$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...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
West Des Moines, IA4 days ago$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 officeUnavailable
West Des Moines, IA4 days ago$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 hoursEdward Jones
Des Moines, IA3 days ago$75k - $150k
...At New York Life, we're committed to empowering you with the tools and support needed to elevate your career as a Personal Financial Planner. By joining our team, you'll tap into the strength and respect of a globally recognized financial leader. Your role will focus on...SuggestedStart working todayNew York Life Iowa General Office
Des Moines, IA19 hours ago$50k - $70k
...individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial... ...mentorship • Support from corporate development managers and product consultants to assist you • Access to digital sales, prospecting, and...Full timeH1bLive inWork at officeLocal areaNew York Life Iowa General Office
Des Moines, IA4 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 areaUnavailable
West Des Moines, IA7 hours ago$75k - $150k
...Join our team as an Entry‑Level Financial Advisor and kickstart your career with one of the most respected financial companies in the world. At New York Life, we offer the training and tools you need to excel and grow a client base. You'll build meaningful relationships...New York Life
Des Moines, IA2 days ago$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 timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Des Moines, IA6 days ago$60k - $70k
...Personal Financial Counselors (PFC) provide personal financial counseling services at military installations. Primary responsibilities... ...may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff,...Contract workWork at officeFlexible hoursFederal Guardian
Des Moines, IA1 day ago$80k - $105k
...Overview Financial Architects is growing quickly, and we’re adding Entry Level Financial Representatives who are eager to have a long-term career in financial services. This is a client-facing role where you’ll learn the fundamentals of wealth management and financial...Temporary workFlexible hoursFinancial Architects
Des Moines, IA2 days ago$80.9k - $115.5k
...What Financial Systems contributes to Cardinal Health Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards...Temporary workWork experience placementWork at officeLocal areaImmediate startFlexible hoursCardinal Health
Des Moines, IA2 days ago- ...create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our... ...Skills & Knowledge Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial...
Mariner
West Des Moines, IA3 days ago $64.2k - $116.4k
...professional within the Engagement Business Operations (EBO) sub-team of P2C, who independently owns and manages engagement level financial and operational activities throughout the opportunity and engagement lifecycle. You will serve as a trusted advisor to a defined book...Contract workWork experience placementSummer holidayWork at officeFlexible hoursEY
Des Moines, IA4 days ago- ...margins, allocations of overhead expenses Maintain product correlation analysis and sales opportunities to current customer base Create financial models by product family to run scenario analysis and analyze forecast Assist the product team with financial modeling of new...
Aureon Contact Center
West Des Moines, IA7 hours ago - ...affords personal and professional growth opportunities. Learn more at Overview of Job Function: Job Summary: Integral part of the Financial Planning and Analysis team. Responsibilities include financial planning and analysis on a corporate level; budgeting, forecasting,...Local areaShift work
Verint Systems
Des Moines, IA7 hours ago $35.75k - $52.04k
...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...Local areaFlexible hoursAfternoon shiftUMB Financial Corporation
Clive, IA1 day ago$150k - $200k
...Senior Financial Planning Advisor Location: Des Moines, Iowa (Onsite only—cannot relocate, remote, or out-of-area) Compensation: $150,000–$200,000 base salary + discretionary bonus based on firm performance and profitability + excellent benefits Job Purpose & Summary The...Work at officeLocal areaRemote workRelocationFlexible hoursVaco
Des Moines, IA1 day ago$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 timeLocal areaImmediate startDay shiftBmo
Des Moines, IA2 days ago- ...Arete Technologies, Inc. offers set of innovative Consulting and Outsourcing services, bridging the gap between requirements and outputs of various dexterous and facile companies worldwide. The thrust of providing global deliverables with focus on providing paramount...Worldwide
Arete Technologies Inc
Des Moines, IA4 days ago - OpenLoop Health, Inc. is seeking a Senior Staff Security Analyst to lead security operations. You'll own complex security tasks and mentor analysts while utilizing AI tools to enhance efficiency. Candidates should have 10–12 years of experience in security, specifically...Flexible hours
OpenLoop Health, Inc.
Des Moines, IA7 hours ago - ...designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial and emotional well‑being. EY is building a better working world by creating new value for clients, people, society and the planet,...Summer holidayFlexible hours
Ernst & Young Oman
Des Moines, IA2 days ago - ...interact with other systems personnel in a team environment. Ability to maintain confidentiality pertaining to nonpublic business, financial, personnel, salary, and technological information, plans or data. Ability to think analytically to solve technical problems...
ITAGroup
West Des Moines, IA4 days ago $70.35k - $205.8k
...changing solutions in our inclusive culture that values diversity of ideas, experiences and backgrounds. You are a confident Consultant who spots and stays ahead of the SAP platform, industry and Finance trends and knows how to translate client goals into clear and...Work experience placementLive inWork at officeLocal areaAccenture
Des Moines, IA4 days ago$20 - $24 per hour
...Overview About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational and technology consulting and operations support. We work with some of the world’s most prominent companies to help them envision and...Hourly payWork experience placementWork at officeLocal areaEdwards Lifesciences Belgium
Des Moines, IA7 hours ago- ...area Evaluate risk and analyze account information including financial statements and total relationship Coordinate initial loan... ...and participate in departmental projects Collaborate and consult with peers, colleagues and managers to resolve issues and...Work experience placementRelocation package
Wells Fargo
Des Moines, IA2 days ago $23.13 - $48.13 per hour
The Home Equity Loan Processor will: Key Responsibilities: Ability to meet production, quality and service standards with emphasis on delivering exquisite customer service Manage a large pipeline of applications while meeting required service level agreements ...Hourly payLive inWork at officeLocal areaRemote workFlexible hoursWeekend workAfternoon shiftAccenture
Des Moines, IA2 days ago$25 - $28 per hour
Job Description Insight Global is seeking an Information Security Analyst for one of our top Banking clients in Des Moines, IA. This individual is responsible for: Supporting and communicating with the legal function of the business, using Process Unity and IntelAgree ...Hourly payInternshipInsight Global
Des Moines, IA7 hours ago- If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. What’s Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That’s why we designed our compensation and benefits package ...Night shift
First Interstate
Clive, IA1 day ago - ...Officer evaluates needs of potential clients and offer appropriate financial products, services, and loans Promote and cross-sell... ...reach out for a confidential conversation- Logan Hovland (Search Consultant with GPAC) Call or email: (***) ***-**** or logan....Local area
gpac
Des Moines, IA1 day ago
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