Financial Consultant
Wealthbridge-Financial-Group
Overview 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. Responsibilities Engage with clients to understand their financial objectives and risk tolerance. Provide tailored financial advice and strategies that align with clients' goals. Leverage financial tools and analytics to assess client needs and develop action plans. Collaborate with a network of industry experts and access to resources to serve clients effectively. Qualifications 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 Wealthbridge-Financial-Group
- ...Overview 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...Suggested
Wealthbridge-Financial-Group
Minneapolis, MN1 day ago $80k - $105k
...the USA. No territory restrictions — serve clients nationwide!! We are seeking an eager, strategic, and definitive Associate Financial Consultant to fill an entry‑level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven...SuggestedFull timeStart working todayFoster Klima
Minneapolis, MN2 days ago$72.8k - $130k
...improvement efforts, and partner with payer and provider stakeholders to help manage performance across Optum Health. The Financial Consultant , Optum Health National supports financial analysis, reporting, and decision support for Optum Health. This role helps...SuggestedMinimum wageFull timeContract workWork experience placementLive inWork at officeLocal areaRemote workShift workUnitedHealth Group
Minneapolis, MN2 days ago- ...Financial Counselor Join our organization whose mission is improving lives, transforming communities, and achieving health equity for everyone. People's Center Clinics & Services (PCCS) is a Federally Qualified Health Center located in the heart of Minneapolis, Minnesota...SuggestedTemporary workFor contractorsWork at officeLocal area
Cedar Riverside People'
Minneapolis, MN13 days ago - ...CCRM Fertility Patient Financial Counselor CCRM Fertility, a leader in fertility care with over 30 locations nationwide, is excited... ...patients eligible to proceed with ART care, provide ART Financial Consult, and obtain payments prior to care, in accordance with Care...SuggestedHourly payTemporary workWork at officeLocal areaFlexible hoursShift workWeekend workAfternoon shift
Colorado Center for Reproductive Medicine
Minneapolis, MN10 hours ago - ...Financial Counselor Park Nicollet is looking to hire a Financial Counselor to join our team! Come join us as a Partner for Good and help us make an impact on the care and experience that our patients and their families receive every day. Position Summary: Interfaces...
HealthPartners
Minneapolis, MN8 days ago $36k - $75k
...Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative...TraineeshipHome officeMutual of Omaha
Minneapolis, MN4 days ago$21.5 - $28 per hour
...What You'll Do The Financial Counselor for PraireCare Programs in Minnesota is responsible for providing patients/guarantors with a positive financial experience by helping them navigate and understand insurance benefits and potential financial liability during the...Work at officeLocal areaRemote workNewport Healthcare
Minneapolis, MN1 day ago$250k - $400k
...Associated Bank conducts a thorough background check on all new hires. Role Summary Help clients and prospects identify financial goals and needs through a holistic financial planning approach, providing investment, insurance, brokerage, advisory, and related...Associated Banc-Corp
Minneapolis, MN1 day ago$61k - $119k
...Education 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 timeContract workFor contractorsWork at officeNorthwestern Mutual
Minneapolis, MN4 days ago- ...Competitive salary with bonus opportunities! Apply today!Working at Legacy Financial Partners is more than a job; it means having the opportunity to make a difference in the lives of our clients and the communities we serve. Our team is made of a diverse group grounded...Work at office
Lfp Consulting
Minneapolis, MN2 days ago $50k
...us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Minneapolis, MN10 hours ago$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...Work at officeUnavailable
Minneapolis, MN1 day ago- A successful wealth management team at a Registered Investment Advisory firm is hiring a Financial Advisor position to join the team to help provide holistic wealth management solutions to existing clients. This position is to assist a senior advisor in servicing his growing...Work at office
- ...Executive Search has been retained by a well-established, fee-only wealth management firm in the Twin Cities to recruit an Associate Financial Advisor to support a growing advisory team. This is a fantastic opportunity for an early-career advisor looking to grow with a...
$45k - $100k
...is anticipated to remain open for 30 days, from 13-Jan-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 500 company where people come first. With over 9 million...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$100k
Compensation: ~$100,000 base | Path to $250,000-$300,000+ at full advisor level We're hiring a Financial Advisor on behalf of our client -- a tax-planning-forward independent advisory firm managing approximately $300M in AUM in the greater Minneapolis area. This is a career...$57.5k - $106.5k
Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution... ...with members of the client relationship team to apply a consultative sales process and continually enhance the client experience....Part timeLocal area$100k - $130k
...0/yr - $130,000.00/yr White Oaks Wealth Advisors, a fee‑only financial planning firm in Minneapolis, is seeking a Financial Advisor to... ...by having a 15‑ to 30‑minute Zoom interview conducted by our consultant (the hiring manager for this position). If there is ground to...Full timeSummer workWork at officeImmediate start$60k - $75k
...Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with...Full timeWork at office- ...Expanding registered investment advisor (RIA) Industry Financial Services Type Privately Held About the Role... ...requires a minimum of 8 years' in wealth management, investment consulting, or a family office/RIA environment, with at least 2 years' of...Work at office
Confidential
Minneapolis, MN1 day ago $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 hoursNorthwestern Mutual
Minneapolis, MN4 days ago$74k - $138k
...integrates banking solutions, investment strategies, and holistic financial planning. This role combines credit and lending proficiency... ...may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to...Part timeLocal areaBMO U.S.
Minneapolis, MN4 days ago- ...Job Description Job Description Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll...Flexible hours
Catalyst Career Group
Minneapolis, MN17 days ago $80k - $105k
...Advisors can do business with any client who resides in the USA. We are seeking an eager, strategic, and definitive Associate Financial Consultant to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven...Full timeStart working todayWork at office$70k - $120k
...Job Description Financial Advisor Transition Consultant What is the opportunity? At RBC, our culture is deeply supportive and rich in opportunity and reward. In this role you will have the opportunity to help our clients thrive and our communities prosper,...Full timeFlexible hours- ...Financial Planning Associate About Stone Arch Advisory Group: Stone Arch Advisory Group issearching for a highly motivated and organized Financial Planning Associate to join their financial planning team. This is an entry-level position that provides critical technical...Work at office
Stone Arch Advisory Group
Minneapolis, MN10 hours ago $150k - $250k
...provide contextual advice at the intersection of Tax Planning, Financial Planning, and investment Management. You will be a key part of... ..., with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services....Full timeWork at officeLocal areaRemote workFlexible hoursAprio
Minneapolis, MN2 days ago- ...and small organizations achieve their goals and simplify their financial lives. We launched Allodium to provide the best financial... ...Advisors provide comprehensive financial planning, investment consulting and related wealth management services to affluent individuals...Full timeWork at officeRemote workMonday to FridayFlexible hoursWeekday work
Allodium Investment Consultants
Minneapolis, MN1 day ago $110k
...Advisor (RIA) is seeking a motivated and client-focused Junior Wealth Advisor to support senior advisors in delivering comprehensive financial planning and wealth management solutions. This role provides hands‑on experience across client service, financial planning, tax...Local areaMohr Talent
Minneapolis, MN2 days ago
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