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
$50k - $100k
...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....SuggestedContract workPart timeLocal area$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$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 hours- ...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...SuggestedWork experience placement
- ...Join our Lake Ridge Bank Financial Advisory team and play a key role in helping clients achieve their financial goals through personalized guidance and trusted relationships. In this role, you'll serve existing clients, expand your network through business development,...SuggestedFull timeWork at officeMonday to FridayFlexible hours
$104.2k - $156.3k
At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand... ...building of process to support strategic business initiatives.Consultant:Provides advice as regards to strategy, management and operations...Full timeFlexible hours$78k - $156k
Job ID: 31160679Company: Abbott LaboratoriesLocation: United States > Madison : 1 Exact LaneJob Type: Full timeCategory: Research & DevelopmentIndustry: HealthcarePosted Date: 2026-09-02Abbott is a global healthcare leader that helps people live more fully at all stages...Work at officeLocal areaNight shift$85k - $180k
...clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning. This role combines credit and lending proficiency with investment and planning expertise ensuring clients receive...Full timeContract workPart timeLocal areaShift work- Security Identity and Access Management AnalystUnder the general supervision of the client Chief Information Security Officer (CISO), the Identity and Access Management Analyst is responsible for account life cycle management and auditing as appropriate. The Identity and...
$90k - $115k
U.S. citizenship is required for this position due to Department of Defense restrictions. Our Senior Security Policy Analyst is responsible for developing, implementing, and maintaining security policies, standards, and procedures while leveraging ServiceNow to streamline...Contract workFor contractorsWork at officeLocal areaImmediate startRemote work3 days per week- Our client is looking for a Security Analyst to be responsible for growing and operating the agency IT Security Program. Tasks Administer CrowdStrike, Tenable, Zscaler Perform IT security risk assessments. Develop, recommend, and implement remediation strategies. Research...Contract workH1bLocal areaRemote workRelocationTrial periodWork visa3 days per week
- ...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...
$82k - $92k
...policy changes to improve security and reduce risk Assists with investigations for major and high-risk security breaches Provides consultation on the implementation of cyberdefense services and tools Conducts research into ways to reduce risk for emerging technologies...Immediate start- A staffing agency is seeking an experienced Security Analyst for a remote role within Wisconsin. The position primarily involves leading complex security assessments, developing incident response plans, and improving vulnerability management programs. Candidates should ...Contract workRemote work
$134.28k - $164.12k
...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary...Temporary workWork experience placementLocal area$78k - $90k
...loan performance.Analyze statements such as tax returns, income statements, balance sheets, rent rolls, leases, appraisals, personal financial statements and credit reports to determine the degree of risk involved in extending credit or lending moneyComplete risk ratings...Work at officeLocal area- ...credit requests and provide clear, well-supported recommendations to the lending teams. The role analyzes borrowers, guarantors, financial performance, collateral, and industry conditions while supporting risk management and regulatory compliance. The position partners...
$17 - $28.96 per hour
...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$41.5k - $65.5k
...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...Contract workPart timeLocal areaImmediate startDay shift- ...collaborating to bring new therapies to patients in need. The Position Arrowhead Pharmaceuticals is seeking a highly motivated Senior Financial Analyst to join the Financial Planning & Analysis (FP&A) team in Verona, WI. Reporting to the Associate Director of Partnership &...
$17 - $29.75 per hour
...relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible... ...and grow client and prospective client relationships Consults with clients/prospective clients over the lifecycle of the relationship...Full timeImmediate start$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 interest in the financial industry and financial products...Work at office- ...U.S. Bank is seeking a Client Relationship Consultant 3 in Minocqua, WI to engage customers across channels and provide tailored financial guidance. The role emphasizes trust, digital-first service, and proactive client outreach. You will open accounts, process transactions...
$46.99k - $122.4k
...at a time. Primary Responsibilities: Assists in the development and preparation of annual budgets, forecasts, and long-term financial plans by collaborating with stakeholders to gather inputs, analyze financial data, and provide recommendations for financial targets...Hourly payFull timeTemporary 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$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...- ...typical public pension funds. SWIB is a home for top talent. Approximately 61 percent of SWIB's investment professionals are Chartered Financial Analyst (CFA) charterholders. The City of Madison, the state capitol and home of Wisconsin's flagship university, makes regular...Work at officeRemote workRelocation
- Job Description Job Description Candidates must be CURRENT WI residents. Those local to the Madison area are strongly preferred. No relocation allowed. After a trial period, this position may be eligible for remote work up to three days per week. Security Analyst...Local areaRemote workRelocationTrial period3 days per week
- ...providing clear, well-supported recommendations to the Bank's lending and credit teams. This position analyzes borrowers, guarantors, financial performance, repayment capacity, collateral, industry conditions, and transaction structure across a diversified commercial loan...Work at officeFlexible hours
$96.84k - $121.05k
Job Title Information Security Advisor Job Summary This role helps support and strengthen the organization's information security program by partnering with teams across the business, leading projects, and identifying potential risks. The position serves as a ...Temporary workWork experience placementWork at officeLocal areaFlexible hours
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