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
- Overview 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 college coursework preferred. Job Requirements 2...SuggestedWork experience placement
- ...commercial insurance eligibility websites as appropriate Completes financial information and eligibility. Notifies Finance and Accounting,... ...Medicare coverage is current or reactivated. Supervision and Consultation: Seeks supervision and consultation as needed. Accepts and...SuggestedWork at office
- ...management and advising Wealth clients. These activities include financial planning, asset allocation, security selection, trading... ...Certified Exit Planner) preferred CBEC (Certified Business Exit Consultant) preferred CEPA (Certified Exit Planning Advisor) preferred...SuggestedWork at officeNight shift
- ...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...SuggestedFull timeLocal area
- ...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 workWork experience placementWork at officeShift work
- ...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 officeShift work
- 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
- ...engagement activities to connect with clients and position PNC products to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...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 Performs analyses 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...
- ...engagement activities to connect with clients and position PNC products to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...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
- ...understand their business, optimize working capital, and minimize financial and reputational risks. They will focus on creating and delivering customized client centric solutions through a consultative approach. Leveraging their network and collaborating across business...Temporary workWork at officeLocal area
- ...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...
- ...8 week onboarding and education program. The role focuses on consultative sales to acquire new households and deepen existing customer... ...Duties and Responsibilities Use consultative sales process and Financial Needs Assessment to build thorough customer profiles and...Work experience placementWork at office
- ...empowered to contribute to the company’s success. Job Description Delivers 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...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
- Teller - 008845 Position Title: Teller - 008845 Division: Finance and Administration Department: 170000 - Office of VP Fin and Administration Minimum Qualifications: High school diploma or equivalent and one year of cash handling experience. An equivalent combination...Full timeTemporary workPart timeWork at officeMonday to FridayNight shift
- ...PNC Financial Services Group, Inc. is looking for a Part-Time Teller in Chickasaw, Alabama. This role emphasizes delivering exceptional customer service and financial education, where individuals will engage with customers to enhance their financial wellbeing. No significant...Part timeWork at office
- ...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
- ...Statement As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities to reach their financial goals. Position Summary River Bank & Trust is looking for a Financial Advisor who is prepared to make a difference in the lives...Work at office
- ...York Life Insurance Agent’s role is built client by client. Our agents are uniquely qualified to help their clients achieve their financial goals and plan for the unexpected. When you join our team, you will enjoy a rewarding career with a stable, industry-leading...
- Posting Details Position Information Position Number 005340 Position Title Risk Manager - 005340 Division Finance and Administration Department 175200 - Risk Management Minimum Qualifications Bachelor...Full timeTemporary workPart timeMonday to Friday
- ...Description Summary Responsible for providing an exceptional customer service experience and contribute to improving the financial wellness of our customers. Essential Functions Receive checking and saving deposits: verify cash and endorsements, receive proper identification...Night shift
- ...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 depository...Part timeWork at officeLocal areaNight shiftAfternoon shift
- ...participate in STEM OPT for this position. Job Description Delivers 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 experience placementWork at officeShift work
- ...by preparing detailed credit analyses based on the review of financial data for new loans, loan extensions, loan modifications, and... ...out and articulated reasons supporting recommendation Provide consultative solutions and suggestions for loan officers and/or clients...Work at officeMonday to Friday
- ...Responsibilities Credit Application Processing Review and process new customer credit applications in a timely and accurate manner Verify financial information, trade references, and supporting documentation Evaluate credit risk and recommend appropriate credit limits Ensure...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
- financial planning assistant Mobile, AL
- financial planning administrator Mobile, AL
- jde finance consultant Mobile, AL
- financial consultant Mobile, AL
- financial counselor Mobile, AL
- financial associate Mobile, AL
- financial advisor associate Mobile, AL
- finance associate Mobile, AL
- associate corporate finance Mobile, AL
- financial planning associate Mobile, AL

