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
- 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...SuggestedExtra incomePart timeRemote work
$97k - $192k
...insurance Opportunity for advancement Training & development Vision insurance The Mallett Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the...SuggestedWork at officeLocal areaWork from homeFlexible hours- ...relationships 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...SuggestedWork at office
$19.23 - $20.67 per hour
...please include a resume, cover letter and contact information for three professional references. About this Position Provide financial aid counseling for students and parents. Certify eligibility for specific loan, scholarship, and test fee waiver programs. Participate...SuggestedHourly payMonday to FridayAfternoon shift- ...JOB SUMMARY/ORGANIZATIONAL IMPACT The Financial Advisor ("FA") provides guidance and advisory services to Summit’s Wealth Management existing clients. FA’s report directly to the President, Retirement Plans and will be responsible for increasing Summit’s Wealth Management...SuggestedWork at office
- ...Advisor Representatives (IARs) who want to build meaningful, long-term client relationships while delivering sophisticated, holistic financial guidance. Our IARs serve as trusted partners, helping individuals, families, and business owners make confident financial...Full timeContract workFor contractorsWork at office
- ...Employees - Please click HERE ( to login and apply. Full Time Days Monday - Friday 0800 - 1630 Job Summary: The Patient Financial Counselor ensures timely financial counseling of all patients creating a positive impression and maintaining good customer...Full timeWork experience placementMonday to Friday
- ## Financial AdvisorApplylocations: Tulsa, OKtime type: Full timeposted on: Posted Yesterdayjob requisition id: JR101247**WHO WE ARE... ...excellence.* Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing...Work at officeLocal area
- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
$100k
...Description Build More Than a Book of Business. Build a Planning-Centered Practice. At Eagle Strategies, we believe exceptional financial advice begins with comprehensive planning. We’re seeking Investment Advisor Representatives (IARs) who want to build meaningful...Full timeContract workFor contractors$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- 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...Local area
$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege 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...Full timeFor contractorsInternshipLocal areaFlexible hours- ...Relation Insurance Inc. is seeking a Financial Advisor to deliver comprehensive financial planning and investment management services to clients in a dynamic, collaborative environment. You will develop tailored strategies, manage client relationships, and ensure plans...
- ...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...
- ...Senior Financial Planning & Analysis Analyst Tulsa, Oklahoma Position Summary Our client is seeking a strong Senior FP&A Analyst to provide financial analysis, forecasting, and decision support for its engineering, equipment, and service business. This individual...
- ...Salary Range: Not AvailableApplication Deadline: 10/30/2026BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities,... ...make informed future decisions. The Wealth Management Risk Consultant I plays a key role in managing business line control objectives...
- ...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 providing...Night shift
- ...Northwestern Mutual is seeking motivated professionals to build trusted relationships with clients while delivering personalized financial planning and support. You will help clients reach their financial goals by developing and implementing comprehensive plans and providing...
- ...and colleagues.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...Flexible hours
- ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition...Temporary workWork experience placementLocal area
- ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition...Temporary workWork experience placementLocal area
$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 hours- ...Job Description Job Description Job Title: Financial Technology Consultant Department: Sales - Bank Equipment Solutions Reports To: Regional Sales Manager Location: Tulsa OK Position Overview: 56 year old Professional Security Company seeking a Financial...Fixed term contract
- ...Advisor Development Program - Financial Advisor Merrill Wealth Management is a leading provider of comprehensive wealth management... ...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
- ...accommodation or an alternative application process. Full Time Professional OK-ATAP Sill, Lawton, OK, US Position Summary Provides certified financial counseling and instruction to Service members and eligible clients throughout the military-to-civilian transition process. The...Hourly payFull timeRelocation
$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...Work at office- ...Major Duties (Job Description) ~ The Senior Advisor for Financial Strategy and Policies reports to the Deputy Chief Financial Officer... ...program/project accomplishment: Identifying, diagnosing, and consulting on problem areas related to implementation and goal achievement...Full timeWork at officeImmediate start
- ...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
- ...managed services, SageNet boasts a long-term customer base that includes some of the nation’s largest retail, restaurant, c-store, and financial brands. Headquartered in Tulsa, SageNet has regional offices in Atlanta, Toronto, and Washington, D.C. WHAT YOU’LL DO The...Full timeFor contractorsWork at officeRemote work
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