Financial Consultant
WealthBridge Financial Group
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. 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. 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
- ...mission-driven environment focused on accessibility, quality, and sustainable health outcomes. Role Description The Financial Business Consultant is a full-time, remote role responsible for delivering financial insight and advisory support to business partners across...SuggestedFull timeRemote work
CIGNA HEALTH CARE - URGENT CARE
Buffalo, NY3 days ago - Lead Financial PlannerCompany OverviewWe are a full-service, holistic Wealth Management firm that has been serving the greater IL area for over 20 years! We have become one of the most reputable firms in our industry and have an outstanding reputation for exceptional service...Suggested
CyberCoders
Buffalo, NY4 days ago - ...room for professional development. Role Description The Financial Advisor is a full-time, remote role responsible for providing... ...goals and risk tolerance. This role involves conducting virtual consultations, preparing clear documentation and reports, and maintaining...SuggestedFull timeRemote work
Arko Plumbing Corp
Buffalo, NY1 day ago $61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming 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...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Williamsville, NY2 days ago$45k - $100k
...is anticipated to remain open for 30 days, from 07-Oct-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...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Williamsville, NY3 days ago$90k - $130k
...and reach beyond. Become part of our team and let’s lift each other to create what’s next.Reach beyond with PALFINGER as our Senior Financial Analyst - Accounting & FP&A at our Niagara Falls, Ontario facility. In this full-time, on-site role, you will combine financial...Full timeWorldwideFlexible hoursPALFINGER
Niagara Falls, NY8 days ago- ...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering... ...offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients'...Work experience placementWork at officeLocal areaFlexible hours
$75k
We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The... ...understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial...Work at office- Prudential Advisors is looking for an Experienced Financial Advisor in the Buffalo market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping the people and families...Worldwide
$60.25k - $63k
University at Buffalo is hiring a Financial Aid Advisor. The role involves serving as the primary contact for prospective and enrolled students, advising on financial aid eligibility, certifying awards, ensuring compliance with regulations, and conducting outreach through...Work experience placementAfternoon shift$60.25k - $63k
The University at Buffalo (UB) Financial Aid department is seeking a Financial Aid Advisor . In this position you will serve as the primary contact for the university’s prospective and enrolled student population. This position provides enrolled students with financial...Full timeWork experience placementH1bWork visaMonday to FridayNight shiftAfternoon shift$25 - $27 per hour
...accommodation or an alternative application process. Patient Financial Counselor Full Time S1 New York, NY, US Salary Range: $25.00 To... ...patients eligible to proceed with ART care, provide ART Financial Consult, and obtain payments prior to care, in accordance with Care...Hourly payFull timeTemporary workWork at officeLocal areaFlexible hoursWeekend workAfternoon shift$60.25k
Financial Aid Advisor The SUNY Financial Aid Network (SUNYFAN) is a shared-services model for financial aid application assistance, staff training, and financial aid award processing for member campuses from the State University of New York. Responsibilities Answers member...Full timeFor contractorsWork at officeLocal area$58.44k - $93.5k
...Personal Financial Counselor, Assignment Ready Counselor, PFC-New YorkThis position will provide coverage in short-term, surge, and... ...may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting...Contract workTemporary workWork at officeMagellan Health
Buffalo, NY5 days ago$18.5 - $20 per hour
...data entry preferred ROP: $18.50- $20.00 /Hour POSITION OVERVIEW The Finance and Benefit Associate is responsible for supporting the financial operations of the organization by performing a variety of accounting and payroll-related tasks. This position ensures the accurate...Full timeTemporary workFlexible hoursPinnacle Community Services, Inc.
Niagara Falls, NY4 days ago- Citizens Wealth Management seeks a Virtual Wealth Advisor to deliver personalized investment and insurance guidance to mass affluent clients via phone and video from a Citizens office. You will grow client assets, retain and acquire new relationships, and act as the single...Work at officeRemote work
Citizens
Amherst, NY5 days ago $300k - $325k
...coverage, advisory and solutions and loan capital markets/syndicate to Mizuho's client base of leading international corporations, financial institutions and public sector entities in the US and Canada. Banking supports client business activities throughout the region...Work experience placementWork at officeMizuho Financial Group Inc.
Niagara Falls, NY11 hours ago$70k - $92.5k
...Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaRelocation packageFlexible hoursEmpower
Williamsville, NY4 days ago$19.64 - $25.65 per hour
...Support Center Adventist HealthCare seeks to hire an experienced Patient Financial Advisor for our Patient Customer Services department who will embrace our mission to extend God’s care through the ministry of physical, mental, and spiritual healing. Responsibilities...Daily paidFull timeTemporary workWork at officeFlexible hoursShift workDay shiftAdventist HealthCare
Buffalo, NY15 hours ago$150k - $200k
seeking a finance attorney with 6+ years of significant experience for the firm’s Rochester or Buffalo office This Jobot Job is hosted by: Monica Feltz Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $150,000 - $200...Work at officeLocal areaRemote workJobot
Buffalo, NYa month ago$175k - $225k
...Project Finance Americas Project Finance provides clients with a broad range of financial advisory and debt structuring and arrangement services for large-scale, capital-intensive projects. Project Finance America's scope includes oil, gas, renewables, digital infrastructure...Full timeWork experience placementH1bMizuho Financial Group Inc.
Niagara Falls, NY4 days ago$112k - $210k
...SummaryKey Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking,... ...part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact.Meets or exceeds assigned...Full timeWork experience placementWork at officeLocal areaFlexible hoursNight shiftKeyBank
Buffalo, NY8 days ago- ...best support the needs of the team, we are seeking candidates who currently reside in the Buffalo metropolitan area. Ingram Micro Financial Solutions (IMFS) plays a pivotal role in accelerating technology sales by helping partners overcome budget constraints and shorten...Contract workWork experience placementWork at officeRemote workWorldwideFlexible hours
Ingram Micro
Buffalo, NY15 hours ago $20.67 - $31.25 per hour
...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts.... ...of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required) Comfortable...Hourly payWork experience placementFlexible hoursDay shiftKey Bank
Amherst, NY4 days ago$25 - $38.46 per hour
...the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial... ...of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required)...Hourly payWork experience placementFlexible hoursDay shiftKey Bank
Buffalo, NY5 days ago- Customs and Border Protection in Buffalo, NY, seeks a Management and Program Analyst (Facilities) to support analytical work on facilities and security programs essential to CBP's mission. The role involves collaborating with facilities and contracting SMEs to define scopes...
Customs and Border Protection
Buffalo, NY2 days ago - PeopleSoft Security Analyst | HCM, FSCM & EPM We’re looking for an experienced PeopleSoft Security Analyst to manage application security, user access governance, and security auditing across enterprise PeopleSoft environments. Key Responsibilities Administer...Remote work
Visionaryz Inc.
Buffalo, NY2 days ago $160k - $220k
...Premier Financial Search is representing a leading wealth advisory firm seeking an experienced Senior Wealth Tax Advisor to join a dedicated advisory team serving a select portfolio of approximately 60–100 ultra-high-net-worth clients. This is a 100% advisory role with...Local areaJobrapido
Buffalo, NY2 days ago$18 - $22 per hour
...(4 floating holidays, prorated based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial...Full timeTraineeshipWork experience placementLocal areaMonday to FridayOneMain Financial
Kenmore, NY4 days ago- ...its growing finance team. This is a fully remote opportunity offering strong exposure across fund accounting, investment activity, financial reporting, and fund operations. The Senior Fund Accountant will work closely with the broader finance team and have significant...Remote work
Jobrapido
Buffalo, NY3 days ago
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