Financial Consultant
WealthBridge Financial Group
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
- ...the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial... ...and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing...SuggestedPart timeImmediate start
- About the job Financial Consultant (Remote) Achieve Balance and Impact with a Part-Time Financial Consulting Role About Us: We’re a trusted financial services company dedicated to helping clients build and protect their wealth. With licenses across the U.S., Canada, Mexico...SuggestedRemote jobExtra incomePart time
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- ...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...SuggestedLocal area
- ...to our ongoing growth and success. WHAT WE'RE LOOKING FOR The Financial Advisor provides comprehensive financial planning and... ...of excellence. Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing...SuggestedWork at officeLocal area
$63.5k - $95.24k
## Financial Analyst AssociateApplylocations: Tulsa, OKtime type: Full timeposted on: Posted Todaytime left to apply: End Date: July 4, 2026 (9 days left to apply)job requisition id: R16744**Job Posting End Date**07-04-2026Please note the job posting will close on the day...Work experience placementWork at office$61k - $119k
Education 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...Full timeContract workFor contractorsWork at office$61k - $119k
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 focused...For contractorsWork at office$50k
...us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as...Work at officeWork from homeHome officeFlexible hours- ...through networking and community involvement. Participate in the referral program and follow up on leads. Maintain expertise in financial markets and use research tools. Ensure compliance with all regulatory and company policies. Manage client records and branch office...Work at office
- ...create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The... ...And Knowledge Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial...
$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 hours$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 timeFor contractorsInternshipLocal areaFlexible hours$1,000 per month
15 W 6th St Ste 1900 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...Full timeInternshipLocal areaFlexible hours- ...2026 Summary Are you ready to make a real difference? At BOK Financial, we’re passionate about supporting our clients and each other... ..., and retain long‑term client relationships. While providing consultative conversations to existing and prospective clients you will assess...
- ...The Personal Banker will support clients in achieving their financial goals by resolving client issues, engaging them to understand... ...the Bank can help meet the client’s financial needs. Uses a consultative approach while tailoring recommendations and solutions. Present...Work experience placementFlexible hoursRotating shift
- ...life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients... ...your success Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- .... Qualifications: Required: One year of previous related experience in sales, customer service, cash handling, bank or financial service provider or college hours. Military experience considered, veterans welcomed, bilingual is a plus. Proficiency with Microsoft...Flexible hours
$80k
...traits? Competitive Business Minded Coachable Communicative Self-disciplined Authentic If yes, consider becoming an Entry‑Level Financial Advisor to drive a positive impact in the lives of families every day. At New York Life, you’re in control of your career journey....- ...Advisor role at Relation Wealth Management is a highly motivated, client-focused professional with a proven track record of success in financial planning and wealth management. This individual is passionate about building long-term relationships with clients, providing...
- ...At Mabrey Bank, you’ll do more than process transactions — you’ll build lasting relationships and help customers reach their financial goals. As a Relationship Banker, you’ll gain hands-on experience across personal banking, customer service, and teller operations, all...Full timeMonday to Friday
- ...transactional responsibilities, including teller transactions, account opening, and account maintenance, with a consultative approach focused on identifying customer financial needs and recommending appropriate products, services, and financial solutions.The Relationship Banker...Work at officeLocal area
- ...Financial Solutions Advisor Stage I At Bank of America, we are guided by a common purpose to help make financial lives better through... ...success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Employee Type Part Time Name Katrina Sweaney Summary Part-Time Monday-Friday, available some Saturdays Essential Job Functions Demonstrate Legacy Bank and Trust corporate values in all situations and interactions. Serve daily as lead teller performing basic and complex...Contract workPart timeWork at officeMonday to Friday
$104k - $156k
#WeAreONEOK - Fortune 500 company. 100+ years in business. Leading midstream service provider. Safety first. Sustainable operations. Environmentally responsible. Employee focused. JOB SUMMARY Job Profile Summary This role serves as a senior offensive security...Work experience placement- ...Trading; Investment Management Pay Transparency Salary Range: Not Available Application Deadline: 06/30/2026 Company Overview BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund...Worldwide
- ...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. About you Community...Work at officeLocal area
$1,000 - $2,000 per month
...A leading financial services organization is seeking qualified candidates for a part-time remote position. This role involves connecting with clients, providing personalized benefits solutions, and explaining insurance products. You're expected to work about 20 hours a...Part timeRemote work- ...Objective: The teller receives and pays out money, as well as accurately keeps records of money and negotiable instruments involved in a financial institution's various transactions. The teller meets the needs of customers by providing quality service. Primary Duties Receive...Full timePart timeWork at office
- Responsibilities Consistently deliver Legendary Service by promptly and professionally greeting customers in-person and by phone and facilitating a welcoming and customer-focused environment. Accurately and efficiently process and record transactions for Bank customers...Full timeWork at officeRemote workMonday to Friday
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