Financial Consultant: Lead Clients to Growth & Wealth
WealthBridge Financial Group
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to work with clients on their financial objectives and tailor strategies that align with their goals. You will use your financial expertise to offer investment opportunities, retirement planning, and wealth management solutions. You will empower clients to make informed decisions by applying advanced tools and analytics, collaborating with a network of industry experts, and delivering clear action plans that drive #J-18808-Ljbffr
- ...featured in Barron’s Top Financial Advisors.* Location... ...is seeking exceptional wealth advisors who have built... ...the full arc of the client relationship – architect... ...match Accelerate the growth of your practice with a... ...team that generates leads and builds your brand through...SuggestedWork at officeRemote workFlexible hours
$80k - $100k
...to delivering a premier wealth management experience.... ...passionate about supporting our clients on a journey to living... ...best life. While many financial advisors focus on... ...professional growth. After learning and adapting... ...ultimately grow into a Lead Advisor. This is a great...SuggestedFull timeWork at officeRemote work- ...First Financial Bank is seeking a Consumer Banker in Louisville, KY to deepen client relationships by booking business directly and referring to internal partners. You will open accounts, manage teller duties, and engage clients to meet financial needs. The role emphasizes...Suggested
$160k - $220k
...Premier Financial Search is representing a leading wealth advisory firm seeking an experienced Senior Wealth Tax Advisor... ...60–100 ultra-high-net-worth clients. This is a 100% advisory role with... ...members. Support the continued growth and development of the firm’s advanced...SuggestedLocal area$50k
...growing, multi-location private wealth management practice is... ...support to Gold and Platinum client relationships. This opportunity... ...members who are progressing from financial planning into concierge or... ..., and long-term professional growth. Benefits for eligible full-time...SuggestedFull timeTemporary workPrivate practiceLocal areaRemote workFlexible hours- ...WealthBridge Financial Group is seeking a proven Managing Director to lead a growth-minded advisory practice. You will continue your own client work while building and guiding a team of experienced financial advisors, shaping strategy, and driving performance across the...
- ...PNC Financial Services Group, Inc. is recruiting a Lead Teller for its Louisville, KY branch. The role focuses on coaching tellers, delivering an exceptional... ..., handle diverse customer interactions, and educate clients on alternatives for their financial needs. The...Work at office
$77.9k - $199k
...National Bank has been serving clients and communities since 1834.... ...currently seeking a High Net Worth Wealth Advisor. This group is a... ...with diverse and complex financial priorities; those with a need... ...subject matter expertise to consult clients appropriately.Maintain...- ...Lead Generation & Growth Specialist About the Role We're hiring someone who has already built a lead generation system... ...results . BUI is an established, growing financial-services company with a nationwide client base. Our external wholesalers, called Marketing...Temporary work
- ...WealthBridge Financial Group is seeking a proven financial advisor for a Managing Director role focused on leadership, growth, and client service. You will build and lead a team of experienced advisors while continuing to manage your own book. The role emphasizes mentoring...
- ...is seeking an experienced Assurance Manager to lead audit engagements for privately held and middle‑market clients. You will act as a trusted advisor to clients while... ...within a people‑first culture. Competitive salary and growth opportunities offered. #J-18808-Ljbffr...
- ...Coulter - State Farm Agent in Louisville, KY seeks an Insurance and Financial Services Team Member to develop leads, assess client needs, and market State Farm products. You will contribute to growth through value-based conversations and a positive customer experience....Base plus commission
- ...One of the largest and oldest financial institutions in The Ohio... ...has an opening for a Private Wealth Advisor (PWA) . This is an exclusive... ...Management team, helping clients identify and achieve all their... ...Advisor is responsible for growth through internal and external...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
- ...S&ME seeks a Transportation Market Practice Leader to drive growth in Ohio and Indiana, building client relationships and leading multidisciplinary teams. You will develop strategies to expand the Transportation market, pursue new business, and ensure high-quality project...Local area
$84.3k - $155.4k
...federal contracts and ensures the accuracy of the contracts and financial systems. Exercises increased independence and judgment in... ...and documentation. Work you'll do As a Specialist Lead, Government Client Contracts Management on the Enterprise Contract Management...Contract work- ...Bacardi is seeking an experienced Events Manager in Louisville to lead the end-to-end planning and execution of corporate, social and brand events. You will manage client relationships, coordinate venues, vendors and staff, and drive revenue through value-added experiences...Contract work
- ...description:JOB SUMMARYProvide consultative, sales and technical support to one or more Financial Advisors, working closely with... ...Advisors to meet the needs of current clients and actively sourcing... ...additional credentials in the wealth and investment fields.General Description...Full timePart timeWork at officeShift workDay shift
- ..., grow and retain client relationships by providing... ...determine which financial strategies and... .... # Utilize a consultative sales process to partner... ...basis. # Lead overall client relationship... ...offered by Truist Wealth and complete... ...a number of high-growth markets in the...Full timePart timeWork at officeShift workDay shift
- ...Advisors, a leader in the wealth management industry, we... ...Role Highlights Client Engagement: Cultivate and... ...Products and Services Consultation : Educate clients on our diverse financial products and services, demonstrating... ...Professional Growth: encouragement to...Work experience placementLocal areaRemote workFlexible hours
- ...Financial Advisor Elmira, NY We are seeking an experienced Certified... ...advisor to high net-worth clients, delivering comprehensive financial planning and wealth management solutions while building... ...value proposition and support growth objectives. Qualifications...Local areaRelocationRelocation package
$60k - $90k
...to $150K Company: Our client is a trusted partner to... ...individuals seeking tailored financial planning, retirement solutions... ...strategies that prioritize long-term growth, client education, and... ...delivering highly customized wealth management services through a...Monday to Friday$95k - $130k
Lead Financial Analyst - FP&A and IT Finance (Hybrid) / $$$ / GREAT Bonus / great benefits / growth opportunity / Utility Industry preferred This Jobot Job is hosted by: Joseph Sipocz Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your...Local area2 days per week- ...A leading financial services company in Louisville is seeking a dedicated customer-focused individual to drive client loyalty and proactive sales initiatives. The ideal candidate has at least 3 years of experience in banking or customer service and a strong understanding...
- ...for in your next opportunity—growth, purpose, ownership, and real... ...Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO... ...you'll work one-on-one with clients to create personalized financial... ...that support your move into wealth management and sales leadership...
- ...a Relationship Banker for our Louisville branch to represent the brand with hospitality, using modern banking tools to meet clients’ financial needs. You will acquire, manage, and retain client relationships, delivering thoughtful solutions and superior service. Responsibilities...Weekend workAfternoon shift
- ...Audit Partner to be the next Louisville Market Leader, driving growth and client relationships. This high-visibility role partners with firm... ...execute the firm’s strategy for the Louisville audit practice, lead business development initiatives, and mentor local...Local area
$113.93k - $208.21k
...-08-26Arcadis is the world's leading company delivering sustainable design, engineering, and consultancy solutions for natural and built... ...team to support a variety of clients from a range of sectors such... ..., through the management and growth of new and existing client...Full timePart timeWork at officeRemote workFlexible hours- ...ResponsibilitiesThe Trenchless Geotechnical Team Lead will report to the Trenchless Services... ...investigations, site visits, and attend client meetings as required.Support geotechnical... ...significant opportunity for professional growth and development. The individual hired...For contractorsLocal areaRemote work
- ...seeking a seasoned Director of Tax in Worthington Hills, KY to lead all aspects of the tax function across a diversified portfolio.... ...risk management, partnering with executive leadership to support growth and acquisitions. The ideal candidate will have a CPA, 10+ years...
$50k
...established, multi-location private wealth management practice is seeking a Financial Planning Analyst to support... ...construction and analysis with meaningful client-facing responsibility. This person... ...as a planning specialist or a growth path toward the CFP certification,...Full timeTemporary workInternshipPrivate practiceLocal areaImmediate startMonday to FridayFlexible hours
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