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
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$20.54 - $27.78 per hour
...the following Midwest Region Campuses: Midwest – Wisconsin: Kenosha, Brookfield, Milwaukee, Madison Minneapolis, MN Akron, OH The Financial Aid Advisor supports Herzing University's mission through administration of financial aid funding for the University's students. This...SuggestedHourly payWork at officeMonday to FridayAfternoon shift- ...Position Title: Financial Aid Counselor Reports To: Director of Financial Aid & Veterans Services Department: Financial Aid & Veterans Services Employment Status: Full-time Pay Months: July-June Position Summary The position of Financial Aid Counselor is an integral part...SuggestedFull timeWork at officeAfternoon shift
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$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...SuggestedFull timeContract workFor contractorsWork at office- ...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 provided with the practice of existing...
$65k - $140k
...Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution... ...with members of the client relationship team to apply a consultative sales process and continually enhance the client experience....Contract workPart timeLocal area- ...experience, provide an opportunity for you to build a business you can call your own, and deepen your connection with the community? As a Financial Advisor, you will work directly with individuals, business people, and families to help them navigate through and secure their...Work experience placement
- 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 Provide...
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$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...Work at officeWork from homeHome officeFlexible hours$90k - $150k
...management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique...Full timeWork at officeFlexible hours$90k - $150k
...management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique...Full timeTemporary workWork at officeFlexible hours- Leading financial services firm dedicated to helping individuals and businesses achieve their financial goals. Local firm based in Madison... ...decisions to secure their financial future. This is a client consulting position rather than new business development although those...Local area
- ...Company Description WestPoint Financial Group is a Midwest-based firm dedicated to educating clients and helping them achieve their financial goals through personalized guidance and robust resources. The organization serves more than 200,000 clients with a network of over...Full timeInternshipWork at officeWork from home
- Job Overview A law firm seeks a Project Finance Associate with 3-5 years of experience in energy project finance to join their Madison, WI office. The role involves working on renewable energy and infrastructure matters, focusing on project finance and tax credit transactions...Work at office
- ...Job Description Job Description Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll...
$78k - $156k
Job ID: 31160679Posted: Posted 30 Days AgoStart Date: 2026-09-02Location: United States > Madison : 1 Exact Lane, United States of AmericaTime Type: Full timeAbbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life...Work at officeLocal areaShift workNight shift- ...applicants Direct message the job poster from Modern Woodmen of America Regional Recruiter @ Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of...Full timeLocal area
- ...Company Description Private Equity Investment/Fund Accountants Madison NJ 40-60K + bonus Leading Financial Services firm in Madison NJ is seeing Fund Accountants to join our growing team. Responsibilities: •Maintain all financial data in the...Full time
$17 - $28.96 per hour
...processing transactions and addressing customer needs.Identify opportunities to recommend products and services that support customers' financial wellness.Open new accounts and build lasting relationships through personalized service.Partner with specialists across insurance,...Hourly payImmediate start$17 - $27.5 per hour
...relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible... ...Develop and grow client and prospective client relationships: Consults with clients/prospective clients over the lifecycle of the...Immediate 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...Local areaImmediate startDay shift$175k
...Finance Associate, Tax Equity Country: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of...Hourly payFull timeContract workWork experience placementWork at officeShift work$17 - $29.75 per hour
...strengthens client relationships by delivering personalized financial advice and solutions. This role focuses on understanding client... ..., referrals, and digital adoption. Consistently execute a consultative sales approach, focusing on advice and long-term relationship...$75k - $100k
...individual who is looking for an opportunity to break into the financial services industry! Our successful entry‑level financial... ...understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial...Work at office- ...process special instructions on accounts and account maintenance requests. Actively work with clients to identify current and future financial needs, and effectively offer solutions either directly or indirectly through business partner referrals. Partner with the Mortgage...Work experience placement
- ...Entry Level Financial Advisor Primary Location: UNITED STATES-WI-Madison Organization Equitable Advisors is dedicated to making... ...clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients...Work experience placementWork at officeLocal areaFlexible hours
$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
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