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
$26 - $43.34 per hour
...Overview: Conducts a needs analysis of current and potential customers under guidance and direction of more experienced Financial Advisors. Based on these analyses, profiles, assesses, and closes sales opportunities for existing and perspective customers within assigned...SuggestedHourly payWork experience placementWork at officeM&T Bank
Buffalo, NY1 day ago- ...the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial... ...and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing...SuggestedPart timeImmediate start
Charles Schwab
Amherst, NY1 day ago $25 - $27 per hour
...an accommodation or an alternative application process. Patient Financial Counselor Full Time S1 New York, NY, US 30+ days ago... ...patients eligible to proceed with ART care, provide ART Financial Consult, and obtain payments prior to care, in accordance with Care Center...SuggestedHourly payFull timeTemporary workWork at officeLocal areaFlexible hoursWeekend workAfternoon shiftCcrm-Fertility
Niagara Falls, NY4 days ago- ...a strong intrinsic need for safety and security. It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even stronger communities. If your idea of a dream career combines business...Suggested
Lee Nolan & Koroghlian LLC
Niagara Falls, NY22 hours 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...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Buffalo, NY2 days ago- ...: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits... ...(Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant) designation M&T Bank is committed to fair, competitive, and market...Work experience placementBank staffWork at office
Dormont Manufacturing Company
North Tonawanda, NY22 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...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Amherst, NY22 hours ago$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 officeThe Vermont Agency
Buffalo, NY22 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
Amherst, NY22 hours ago$15.5 - $17.05 per hour
...experience by welcoming customers, efficiently processing transactions, resolving problems, providing education service, and uncovering financial needs for referral to the appropriate line of business. Essential Functions Achieve financial wellness activity goals, such as...Hourly payPart timeWork experience placementWork at officeWeekend workAfternoon shiftNorthwest Bank
Grand Island, NY3 days ago$21 per hour
...complete simple transactions. You'll create amazing experiences for our customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet their needs, and connect them to our Bankers for the next step....Hourly payLocal areaFlexible hoursAfternoon shiftCitizens Financial Group, Inc.
Grand Island, NY6 days ago$15.5 - $17.05 per hour
...experience by welcoming customers, efficiently processing transactions, resolving problems, providing education service, and uncovering financial needs for referral to the appropriate line of business.**ESSENTIAL FUNCTIONS:*** Achieve financial wellness activity goals, such...Hourly payPart timeWork experience placementWork at officeWeekend workAfternoon shiftNorthwest Consumer Discount Co.
Grand Island, NY2 days ago- 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
- 1 week ago Be among the first 25 applicants Direct message the job poster from Prudential Financial Business Development Manager at Prudential Advisors Prudential Advisors is looking for an experienced financial professional in Niagara Falls that is interested in working...Full time
$70k - $125k
Allied Financial Partners (AFP) is excited to be adding another Financial Advisor to our team. At Allied Financial Partners, our Financial Advisors enjoy the benefits of a strong, reliable, values-driven organization and can focus on growing their business and mastering...Work at officeLocal area- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
- ...Financial Advisor We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful...
$68k - $91k
...Wealthspire in Niagara Falls is seeking a dedicated Financial Advisor Support to assist clients across their financial journey. Applicants should have 1-4 years of experience and be pursuing or have completed certifications such as CFP or CFA, demonstrating a commitment...Aon
Niagara Falls, NY3 days ago$21 per hour
...complete simple transactions. You'll create amazing experiences for our customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet their needs, and connect them to our Bankers for the next step....Hourly payLocal areaFlexible hoursAfternoon shiftCitizens
Grand Island, NY4 days ago- Responsibilities / Duties Handling customer transactions such as deposits, withdraws, transfers, balance inquiries Opening/closing accounts; checking, savings, CDs Customer service to internet, mobile, and telephone banking customers Required Experience One-year cash handling...Monday to FridayFlexible hours
Heritage Bank
Grand Island, NY4 days 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 areaUnavailable
Niagara Falls, NY4 days 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
Niagara Falls, NY3 days ago$96.7k - $125.7k
...Finance function for a large, multi-brand retailer in a fast-paced, complex environment. Gap Inc.'s headquarters Finance team provides financial support to various business units and the Executive Leadership teams. You will be responsible for providing guidance, data, and...Minimum wageFull timeGap Inc.
Buffalo, NY2 days 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. Comfortable interacting...Hourly payWork experience placementDay shiftKeyCorp
Amherst, NY22 hours ago$20.55 - $34.25 per hour
...profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals Identify financial needs of customers and present all appropriate product and service options by working cooperatively with...Hourly payM&T Bank
Buffalo, NY2 days ago- ...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
Bank of America
Niagara Falls, NY2 days ago $75.8k - $105k
...Financial Analyst III Work Schedule: 40 hours per week First Shift (Days) Office Job Description At Thermo Fisher Scientific, our Finance teams are essential to our business and functional teams to make educated, sound decisions that drive our Mission and...Temporary workWork at officeRelocation packageDay shiftAvery Healthcare Group Ltd.
Grand Island, NY4 days ago$17.89 - $24.73 per hour
Provides customer information within specified systems. Financial processing functions. Responsibilities Review and instruct on financial data. Ensure non automated payments are processed accurately and timely. Creation of invoices for monthly service fees and revenue...Contract workMonday to FridayShift work- Job Overview A law firm seeks a Public Finance Associate in Buffalo, NY. The ideal candidate will have 2 to 5 years of experience in public finance law, supporting various transactions and managing multiple clients in a dynamic environment. Duties Assist with public finance...Local areaFlexible hours
$124k - $158k
Experience 2 to 6 years in commercial finance transactions. Responsibilities Represent clients, including borrowers and lenders, in complex middle‑market commercial lending transactions, including applicable advice under the Uniform Commercial Code for secured transactions...Work at officeFlexible hours
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