Financial Consultant
WealthBridge Financial Group
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them reach their long‑term financial objectives. You will conduct comprehensive financial analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization. The ideal candidate is someone who possesses a solid understanding of financial products and services and has a passion for helping clients achieve their financial goals. You will have the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group's client base. At WealthBridge, we pride ourselves on our commitment to integrity, innovation, and excellence in service. Join us and help make a positive impact on the financial well‑being of individuals and families. Requirements Bachelor's degree in finance, economics, or a related field Previous experience in financial consulting or a similar role is preferred Strong analytical and problem‑solving skills Excellent communication and interpersonal skills Ability to build and maintain relationships with clients Familiarity with financial planning software and investment products 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 WealthBridge Financial Group
- ...WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them...Suggested
- Job Details Pre-Employment Requirements: ~ We are a drug free facility. Passing a pre-employment drug screening is required. Education Requirements: High school diploma or equivalent required. Associate's degree in healthcare administration or equivalent...SuggestedWork experience placement
- ...Financial Planner Location US-MS-Ridgeland | US-AL-Mobile | US-FL-Santa Rosa Beach | US-Within Trustmark's Geographic Footprint... ...Exit Planner) preferred CBEC(Certified Business Exit Consultant) preferred CEPA(Certified Exit Planning Advisor) preferred...SuggestedFull timeWork at officeNight shift
$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- ...commercial insurance eligibility websites as appropriate Completes financial information and eligibility. Notifies Finance and... ...Medicare coverage is current or reactivated. Supervision and Consultation: Seeks supervision and consultation as needed....SuggestedWork 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...Full timeLocal area
- ...position operates in a professional banking environment and routinely uses standard office equipment and digital tools such as secure financial systems, computers, phones, photocopiers, and scanners. The role requires maintaining a high level of professionalism,...Bank staffWork at officeLocal areaFlexible hoursNight shift
- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at office
$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- The Federal Bureau of Investigation (FBI) is seeking individuals with an accounting background to become special agents. This role offers the chance to upskill and face unique challenges in national security. Candidates will plan investigations into federal law violations...Work at office
- ...matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers...Full time
- ...matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers...
- ...our Dream Manager program, one-on-one guidance from a nationally certified health and wellness coach, and free access to certified financial professionals who are here to help you plan for your future. If you're looking for a career that empowers you to make...Contract workBank staffWork at officeLocal areaImmediate startFlexible hoursNight shift
- Job Title Analyzes and communicates with customers to obtain required information for various types of accounts; informs and counsels customers of all payment options; coordinates and arranges settlement of accounts for balances due. Minimum Qualifications: Proficient...
- ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You... ...and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust...Immediate startAfternoon shift
- ...people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent...Work at officeImmediate startAfternoon shift
$37.62k
...responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create meaningful personal connections with customers while processing...Full timeFlexible hours- ...people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent...Immediate startAfternoon shift
- ...Mobile, AL seeks a Relationship Banker to represent our brand with hospitality, using banking solutions and fintech to meet clients' financial needs. You will acquire, manage, and retain client relationships, educate clients on products, and collaborate with branch experts...
- ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You... ...and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust...Immediate startAfternoon shift
- ...through proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workWork experience placementWork at office
- Teller - 008845Position Title: Teller - 008845Division: Finance and AdministrationDepartment: 170000 - Office of VP Fin and AdministrationMinimum Qualifications: High school diploma or equivalent and one year of cash handling experience. An equivalent combination of education...Temporary workPart timeWork at officeNight shift
- ...visas or participate in STEM OPT for this position.Job DescriptionDelivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Full timeTemporary workPart timeWork at office
- General Job Responsibilities Tellers working for Community Bank are our first line interface with our customers and as such are required to demonstrate a high level of customer service and customer interaction. Tellers will handle customer required banking needs including...Part timeWork experience placement
- ...Position Requirements: High School diploma or equivalent required; Associate's degree preferred. Minimum of two years of financial services experience preferred. General understanding of consumer lending and collateralized loan servicing a plus....Contract workFor contractorsSeasonal workWork at officeFlexible hours
- ...community involvement Lead client conversations as a trusted financial advisor, offering tailored banking solutions Analyze and... ...reach out to me directly! Denise Fair Search Consultant gpac - Banking Division ****@*****.*** All...Local area
- ...mobile, online, and ATM banking) to promote convenience and self-service adoption. Refer clients to internal business partners as financial needs are identified. Support financial center operations, including opening/closing procedures, vault management, night...Part timeWork at officeLocal areaNight shiftAfternoon shift
- ...Credit Counselor (English/Spanish) Guide. Educate. Deliver Results. Help People Find Their Way Forward — In Two Languages. Financial stress is real — and so is the impact of the right conversation at the right time. We’re seeking a bilingual Credit Counselor who...Remote jobWork at officeMonday to Friday
- Description POSITION Financial Service Representative I (FSR) REPORTS TO: Member Service Supervisor SUPERVISES: N/A CLASSIFICATION: Non-Exempt, Full-Time Hourly TELECOMMUTE: N/A POSITION SUMMARY The primary focus for this position is to provide high-quality service and...Hourly payFull timeRemote work
- Head Teller Job ID 2026-15589 Job Locations US-AL-Mobile Overview The Head Teller will drive a best in class branch experience for customers and teammates by leading, coaching, and managing in five primary areas of responsibility: customer engagement...Contract work
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