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
$20 - $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 to...SuggestedLocal areaFlexible hoursAfternoon shift- Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly new account...Suggested
- ...other departments to ensure the workflow or process is providing the best service to the customer. Proactively seeks ways to provide financial solutions to new and existing customer relationships to meet or exceed customer expectations. Proficient in determining customer...SuggestedFull timeWork at office
- ...Overview 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 tailored advice and strategies that align with their goals. You...Suggested
$60k
A leading financial services firm is seeking motivated individuals for a career in financial planning. This commission-based role allows you to earn what you want, with first-year earnings averaging around $60,000 and potential income growth up to $790,000 within 15 years...Suggested- 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...
- ...applying for any new position. Acknowledge ( 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,...Work at officeFlexible hoursShift workWeekend workDay shift
$83.2k - $178.8k
...contributor, experienced Area of Responsibility and Purview: Deliver financial planning services to Private Wealth Management clients Role... ...high value family client segments as a client-facing Wealth Planner Senior mentor for other financial planners on the team;...Work at officeLocal areaFlexible hours- We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through...Start working today
- ...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...Full timeTemporary workWork at office
$98k - $130k
...on-going client contact, providing extraordinary service and superior product knowledge. Ensure all loans adhere to the credit/financial requirements for quality and compliance as determined by the Bank's Loan Policy. Proactively monitor current Private Banking portfolio...Temporary workWork at officeLocal areaImmediate startFlexible hours- ...whose primary goal is to acquire, expand and retain customer relationships by proactively meeting with the customer to discover their financial needs and provide both product and service recommendations to them. As part of a team, Personal Banker II's will be a financial...Full timeBank staffLocal areaRemote workNight shift
$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. Our culture is about our people, the...Hourly payFull timeMonday to FridayShift work- ...Areas of Interest: Consumer Banking Pay Transparency Salary Range: Not Available Application Deadline: 05/22/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund...Local area
$21 - $22 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- ...dental, vision, critical illness, accident, supplemental life w/ AD&D 100% match of retirement savings (up to plan limit) Discounted financial service fees on select OMB products and services Plus more Futures made brighter. Banking made better OMB Bank was founded in 1999...Full timeMonday to Friday
$20 - $21 per hour
...customer relationships and recommending and selling products and services. They use product knowledge to identify needs and offer financial solutions, helping customers secure their financial well‑being while making banking easy. Key Responsibilities Ask personalized questions...Local areaFlexible hoursAfternoon 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...
$47.1k - $68.6k
The Personal Banker III at UMB plays a pivotal role in strengthening customer relationships, recommending UMB products and services, and ensuring the branch achieves its performance targets. Responsibilities Support the Branch Manager by clearly communicating priorities...Interim roleLocal areaFlexible hoursAfternoon shift- ## Patient Financial AdvisorApplylocations: Kansas City, KStime type: Full timeposted on: Posted Todayjob requisition id: R-54531# Position TitlePatient Financial AdvisorDays - Full TimeBell Hospital## Position Summary / Career Interest:The Patient Financial Advisor is...Full time
- ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...Immediate startAfternoon shift
- Regions Bank is seeking a full-time Relationship Banker I in Sainte Genevieve, Missouri. The Relationship Banker I will provide exceptional customer service by processing transactions, answering inquiries, and building strong customer relationships. This role is ideal for...Full time
- Quality Talent Group is seeking bankers to join their Consumer, Small, and Business Banking division in Kansas City. As a banker, you will build strong relationships with customers, assist with transactions, and educate them on digital banking tools. The ideal candidate...
- UMB Bank in Kansas City is seeking a Personal Banker to enhance customer financial well-being through relationship building and product recommendations. You will receive extensive training, allowing you to succeed in a sales-driven environment. The ideal candidate will...
$18 - $20 per hour
...Banker role combines the duties of a teller with those of a relationship banker, offering personalized customer service, conducting financial transactions, and cross‑selling products and services. The Relationship Banker is also responsible for handling complex banking...Temporary workWork at officeLocal areaFlexible hoursShift work- Simmons Bank in Missouri is seeking a Relationship Banker responsible for building, expanding, and retaining client relationships. In this role, you will engage with customers to ensure a positive experience and facilitate various banking services. The ideal candidate should...
- ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...Immediate startAfternoon shift
$22 per hour
...Personal Banker at FNBO, you’ll have the opportunity to do that every day by getting to know your customers and supporting them on their financial journeys. Role Description At FNBO, we always put the customer first — which drives everything we do. In your role, you will be...For contractorsWork experience placementFlexible hours- ...looking for a proactive and customer-focused Banker in Independence, Missouri. In this role, you will support clients with their financial needs, build trust through relationships, and promote various financial products. The position includes competitive compensation,...
$32.7 - $42.5 per hour
...culture of collaboration, continuous improvement, and shared success. Who We Are At First Western Trust, we’re more than just a financial institution—we’re a team of forward‑thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and...Work at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planner. Be the first to apply!

