Financial Consultant

WealthBridge Financial Group

Job Description

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.

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

Apply

Vacancy posted 13 days ago

Similar jobs that could be interesting for youBased on the Financial Consultant in Nampa, ID vacancy

Financial Consultant- Debt Relief
$120k - $260k
...re on a mission to empower individuals to take control of their financial future, and we’re looking for driven, coachable professionals to join our high-performing sales team. As a Financial Consultant you'll be the first point of contact for customers looking for financial...
Suggested
Daily paid
Temporary work
Monday to Thursday
Flexible hours
Shift work
Americor
Meridian, ID
1 day ago
Remote Financial Advisor for AI Training (CFP/CFA)
...Micro1 is looking for a remote Financial Advisor (CFA or CFP) to leverage your financial expertise in training next-generation AI systems. This role involves evaluating financial scenarios, assessing AI recommendations, and documenting conversations to improve client communication...
Suggested
Remote work
Micro1
Nampa, ID
4 days ago
Personal Banker
$22 - $27 per hour
...offering appropriate products and services, and responding to inquiries in a timely manner. Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs. Make recommendations...
Suggested
Immediate start
Columbia Banking System, Inc.
Nampa, ID
5 days ago
Personal Banker
$20 - $24 per hour
...appropriate products and services, and responding to inquiries in a timely manner. Engage clients and prospects in client and business financial reviews to provide solutions and uncover additional financial needs. Make recommendations and follow through on commitments to...
Suggested
Hourly pay
Immediate start
Columbia Bank (WA, OR & ID)
Nampa, ID
4 days ago
Client Relationship Banker
Bank of America in Nampa, Idaho, seeks a motivated individual to engage clients and assist with transactions. This role involves building relationships and educating clients on self-service banking solutions. The ideal candidate should have strong communication skills,...
Suggested
Full time
Bank of America
Nampa, ID
2 days ago
Investment & Financial Planning Advisor
...Bank of America is seeking a Financial Advisor to provide expert financial advice and customized solutions to clients. This role involves planning clients' financial goals, managing client relationships, and recommending investment products tailored to their needs. Ideal...
Dormont Manufacturing Company
Nampa, ID
4 days ago
Financial Advisor
$45k - $100k
...anticipated to remain open for 30 days, from 17-Jun-2026. The posting may close early due to the volume of applicants. 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...
Traineeship
Work at office
Local area
Work from home
Home office
Flexible hours
Edward Jones
Meridian, ID
4 days ago
Financial Advisor
$61k - $119k
...Overview 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 advisor, you start as a financial representative...
Full time
Contract work
For contractors
Work at office
Northwestern Mutual Life Insurance Company
Meridian, ID
5 days ago
Financial Wellness Associate
$19.23 - $28.37 per hour
...Financial Wellness Advisor Location: 309 South 9th Street - Caldwell, Idaho 83606 Job Summary Be a problem solver, trusted advisor, and... ...building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required) Experienced...
Hourly pay
Work experience placement
Work at office
Day shift
Longbranch Retreat & Recovery
Caldwell, ID
1 day ago
Financial Wellness Associate
$19.23 - $28.37 per hour
## Financial Wellness AssociateApplylocations: Caldwell, IDtime type: Full timeposted on: Posted Yesterdaytime left to apply: End Date... ...and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required)*...
Hourly pay
Work experience placement
Work at office
Day shift
KeyCorp
Caldwell, ID
4 days ago
Remote Loan Processor
...Successful Candidate Attributes: • Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3-5 units per month...
Remote work
Caliver Beach Mortgage, LLC
Nampa, ID
5 days ago
Remote Part-Time Financial Benefits Consultant
...A financial services firm is seeking qualified candidates for part-time, remote work. This role offers the opportunity to earn additional income by helping clients with personalized benefits solutions. Responsibilities include virtual conversations with clients, scheduling...
Part time
Remote work
AO Garcia Agency
Meridian, ID
2 days ago
Part-Time and Full-Time Bank Teller
...clear communication, provide top-notch customer service skills and have impeccable manners. This position will train at our Meridian Financial Center and then be permanently placed at a branch in Meridian, Boise or Nampa. Consistent and predictable attendance is an...
Hourly pay
Full time
Temporary work
Part time
Work at office
Local area
Visa sponsorship
Work visa
Monday to Friday
Glacier Bancorp
Nampa, ID
5 days ago
Teller
What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible. Generous Paid Time Off (PTO...
Night shift
First Interstate
Nampa, ID
1 day ago
College Financial Representative, Internship Program
$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...
Full time
Contract work
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual Life Insurance Company
Meridian, ID
5 days ago
Remote Finance Analyst - AI Trainer ($50-$60 per hour)
$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...
Hourly pay
Contract work
For contractors
Work experience placement
Remote work
Data Annotation
Nampa, ID
more than 2 months ago
Associate Financial Planner
...Job Description Summary Working together, Mainspring Wealth Advisors, LLC is pleased to provide clients with comprehensive financial planning and personalized wealth management. Every individual’s strength and expertise are made stronger by the bonds of shared values....
For contractors
Work experience placement
Work at office
Raymond James
Caldwell, ID
5 days ago
Associate Financial Planner
...Job Description Summary Working together, Mainspring Wealth Advisors, LLC is pleased to provide clients with comprehensive financial planning and personalized wealth management. Every individual's strength and expertise are made stronger by the bonds of shared values...
For contractors
Work experience placement
Work at office
Raymond James Financial Services
Caldwell, ID
1 day ago
Funds Development Manager - Full Time or Part Time
Job Description Job Description At Terry Reilly we are happy to provide integrated care through our medical, dental and behavioral health services making us a unique team to be a part of in the Treasure Valley. We believe a healthy community is a thriving community...
Full time
Part time
Local area
Flexible hours
Afternoon shift
Terry Reilly Health Services
Nampa, ID
7 days ago
Senior Financial Analyst (Hybrid Work Options)
$90.23k
.... Join our team, and together we will make a difference and change the world. Job Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team! This role supports financial planning and analysis projects and initiatives for the enterprise...
H1b
CDM Smith
Nampa, ID
1 day ago
Financial Wellness Advisor
$19.23 - $28.37 per hour
...KeyBank is seeking a Financial Wellness Advocate (FWA) in Caldwell, Idaho, dedicated to enhancing the financial wellness of clients. The FWA will focus on client servicing and developing relationships within a hybrid work environment, coordinating with team members to...
Hourly pay
Key Bank
Caldwell, ID
5 days ago
Senior Credit Analyst
...Credit Analyst will: Prepare the detailed Credit Memorandum within First Federal's commercial underwriting standards. Spread financial data and prepare financial analysis for assigned commercial credit requests. Form preliminary questions to drive underwriting...
Full time
Local area
First Federal Savings Bank
Meridian, ID
4 days ago
Teller I
...delivering a WOW client experience consistent with our Mission, Core Values, and High-Performance Culture. This position processes financial transactions with accuracy and integrity while proactively identifying client needs and guiding them through our 7-Step Sales...
Bank staff
Work at office
Remote work
Monday to Friday
Shift work
Night shift
Three Rivers Bank of Montana
Meridian, ID
3 days ago
Teller I
$18.67 per hour
...job opportunity that interests you. Resumes are not accepted in lieu of an application. Role: The Teller I promotes member financial well-being through engaging members in meaningful conversations to resolve financial inquires, enrich the members experience and deepen...
Contract work
Seasonal work
Visa sponsorship
Afternoon shift
Cape Cod 5 / Cape business entity unclear from domain alone
Kuna, ID
2 days ago
Commercial Lender - Banking
...Business, Finance, or a related field preferred Three to five years of commercial lending experience required Understanding of financial analysis and determination of credit worthiness required Knowledge of Bank lending and collections programs, policies, and...
For contractors
D. L. Evans Bank
Meridian, ID
5 days ago
Loan Officer Outside Sales
...developing and cultivating a strong business network of referrals. It is the responsibility of a Loan Officer to analyze a borrower's financial and credit data to determine creditworthiness and the probability of financial security in repayment efforts. Originates their...
Local area
Home office
Primary Residential Mortgage
Meridian, ID
1 day ago
Senior Credit Analyst
...Analyst will: ~Prepare the detailed Credit Memorandum within First Federal’s commercial underwriting standards. ~Spread financial data and prepare financial analysis for assigned commercial credit requests. ~Form preliminary questions to drive underwriting...
Local area
First Federal Savings Bank
Kuna, ID
5 days ago
Experienced Analyst - Master's of Finance
$115k - $145k
...but typically include an academic or industry expert, senior consultants, and Analysts. Within a case team, you will make important contributions... ..., involving key responsibilities such as: Developing financial and economic models; Analyzing large datasets; Examining...
Full time
Work experience placement
Local area
Cornerstone Research
Nampa, ID
4 days ago
Remote Financial Analyst - AI Trainer ($50-$60 per hour)
$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...
Hourly pay
Contract work
For contractors
Work experience placement
Remote work
Data Annotation
Meridian, ID
more than 2 months ago
Oracle ERP Functional Analyst - IT Financial Operations
$77.2k - $96.5k
...in business, Accounting, MIS, Finance, or related field ~3+ years supporting or implementing Oracle EBS R12 and/or Oracle Cloud Financials ~ Hands-on experience with Order-to-Cash (O2C) and/or Procure-to-Pay (P2P) processes ~ Proficiency with Oracle Cloud...
Full time
Shift work
World Wide Technology
Nampa, ID
2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!