Financial Planner
WealthBridge Financial Group
Description 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. Requirements 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
$87.4k - $123.4k
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform... ...customers achieve financial freedom. Empower Yourself. As a Financial Planner within Empower's dedicated services model, you will provide...Suggested16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- A leading fraternal financial organization is seeking dedicated financial representatives to help individuals achieve their financial goals by providing guidance and creating tailored financial plans. Ideal candidates will demonstrate integrity, leadership, and a passion...Suggested
- ...Description: At Larson Financial Group, LLC, we are committed to helping our clients build a secure financial future. Our team delivers... ...personalized touch, and we’re looking for a dedicated Senior Financial Planner to join our growing team in the Phoenix, AZ area. This is an...SuggestedWork experience placementLive outWork at office
- ...Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day....SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...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...SuggestedTemporary 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- ...Financial Representative Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life...Full timeLocal area
$61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you... ...Essentials®, Series 6, Series 7, Series 63, and moreCertified Financial Planner® licensing support2Fully company-funded retirement package and...Work at office- ...Position title: Financial Aid Counselor Reports to: Director of Financial Aid Department: Student Financial Services FLSA: Exempt The Financial Aid Counselor plays a vital role in supporting students by providing guidance on financial aid options, resources...Work at office
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company‑funded retirement package...Work at office- ...Financial Aid Counselor The Enrollment Management department exists to recruit and retain students. The Financial Aid Counselor contributes to this mission by counseling students regarding their financial aid, helping students through the financial aid process, staying...Full timeTemporary workPart timeWork at officeMonday to FridayFlexible hours
$20.25 - $24.75 per hour
...Banker At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition...Temporary workLocal areaRelocation package- ...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
- ...Banker At CommunityAmerica, our mission is simple: to guide our Members and communities on a path to thrive, helping them achieve financial peace of mind and confidently pursue financial freedom. We're more than a credit union, we're trusted financial partners,...
$20 - $24.5 per hour
...Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential...Hourly payFull timeTemporary workWork at office- North American Savings Bank (NASB) seeks a Universal Banker III at the North Oak Savings team to deliver retail banking services and grow customer relationships. This role serves as the primary growth banker, wiring referrals and cultivating new business while ensuring ...
$22 - $23 per hour
...and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well‑being while making banking easy. UMB’s branches offer many opportunities to...Local areaFlexible hoursAfternoon shift- NBH Bank is seeking a Relationship Banker I in Kansas City, MO. You will build and maintain client relationships, educate clients on banking products, and provide exceptional service with digital solutions. You will leverage tablets, smartphones and laptops to present mortgage...
- A leading financial services company is seeking a Private Client Banker in Kansas City, MO. This role involves managing the banking relationships of affluent clients and providing tailored financial advice. Candidates should have a minimum of one year of relevant experience...
$20.55 - $25.05 per hour
About Working At Commerce Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there....Hourly payFull timeMonday to FridayShift work- CommunityAmerica Federal Credit Union is seeking a Personal Banker to support members at University Health, Kansas City, MO. You will guide financial journeys, open accounts, discuss lending options, and deliver tailored solutions with a consultative approach. In this full-time...Full time
- Job Details Job Location: Benton Branch - Benton, MO 63736 Position Type: Full Time PRIMARY PURPOSE OF JOB This position is the focal point in the branch for sales, service and/or referral opportunities in support of the overall branch goals and striving to make lifelong...Full timeBank staffLocal areaNight shift
- Modern Woodmen of America is seeking energetic financial representatives to help members achieve their financial goals through tailored plans, clear illustrations, and ongoing guidance. Based in Missouri, you’ll build lasting relationships, serve the community, and participate...
- ...Banker in Branch Banking to manage the banking relationship of an affluent client base. You will drive growth by offering tailored financial education and advice, while maintaining top-tier service and attentive relationship management. The role requires licensing (SIE/...Weekend workAfternoon shift
- ...service options, and process cash transactions accurately and efficiently. The role requires deep conversations to understand clients' financial priorities and connect them to suitable solutions. You will build client relationships, follow banking protocols, and support...
- Central Bank of the Midwest is seeking a customer-focused Banker to support clients with their financial needs and build lasting relationships. In a fast-paced retail environment, you will greet customers, assist with account openings, process transactions, and promote...
- ...personable Personal Banker to join our team at the Blue Parkway location in Kansas City, MO. You will build relationships, understand financial needs, and guide customers to banking products and digital solutions to improve their financial health. You will work to meet...
$39.6k
...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- Royal Banks of Missouri seeks a Relationship Banker I-III for our West Clay branch in Saint Charles, MO. This full-time onsite role focuses on greeting clients, processing transactions, and guiding digital banking usage. You will build product knowledge, meet sales goals...Full time
$21 per hour
...and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. UMB’s branches offer many opportunities...Full timeWork at officeLocal areaFlexible hoursAfternoon shift
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