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
$75k
...Job Description Job Description Join us where your expertise as a Financial Consultant will make a lasting impact. You'll work closely with clients to design and implement strategies that meet their financial goals, backed by our commitment to doing good and providing...SuggestedThe Vermont Agency
Buffalo, NY11 days ago- WealthBridge Financial Group is seeking a Managing Director in the Town of Grand Island, NY. This role is for a proven financial advisor ready to elevate their practice and lead a team. Responsibilities include building and mentoring a high-performing team, client work,...Suggested
- ...Job Description Job Description Primary Functions: Under general supervision from the Director, the Financial Aid Advisor (FAA) is responsible for counseling and advising financial aid applicants, their families, and the general public about financial aid requirements...SuggestedWork at officeAfternoon shift
Trocaire College
Buffalo, NY25 days ago - Northwestern Mutual in the City of Niagara Falls is seeking a financial advisor to guide clients in achieving their financial goals through personalized planning and ongoing support. You will grow your client base, manage finances, and build long-term relationships. This...Suggested
$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...SuggestedFull timeContract workFor contractorsWork at office- 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
- Financial Advisor page is loaded## Financial Advisorremote type: Onsite Positionlocations: Tonawanda, NYtime type: Full timeposted on:... ...(Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant) designationM&T Bank is committed to fair, competitive, and market...Work experience placementBank staffWork at office
$61k - $250k
Northwestern Mutual in Niagara Falls is seeking a Financial Advisor to start a business focused on helping clients achieve their financial goals. You'll build personalized financial plans and manage client relationships while enjoying the benefits of extensive training...$18 - $26.21 per hour
...through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner. Primary Responsibilities: Adhere to the established customer service standards...Hourly payImmediate startM&T Bank
Grand Island, NY4 days ago$110k - $130k
...Transaction Advisory Senior Consultant- Financial Due Diligence Withum is a place where talent thrives - where who you are matters. It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results...Work experience placementWork at officeLocal areaWithum
Buffalo, NY2 days ago- A prominent financial institution in Tonawanda is looking for an experienced Financial Advisor to provide personalized financial solutions to clients. The role requires strong investment and insurance sales experience, along with the ability to build relationships and ensure...
$105k - $250k
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short‑and‑long‑term goals, then construct a tailored financial plan that...Temporary workLocal areaFlexible hours$310k - $390k
A leading law firm in New York is seeking a candidate with 4-6 years of Finance experience. Ideal candidates will have expertise in secured lending transactions and advising clients on UCC issues. Responsibilities include reviewing security documentation and staying updated...- A financial services firm in New York seeks a Wealth Management Professional to provide financial guidance and build client relationships. This role offers an opportunity for growth through a structured training program, ideal for those eager to learn and develop a career...Work at officeFlexible hours
$105k - $250k
A leading financial institution in the City of Tonawanda is seeking a Wealth Advisor to develop personalized wealth management strategies and enhance client relationships. The ideal candidate will have at least 2 years of financial advisory experience and active Series...Flexible hours$105k - $250k
Overview Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that...Temporary workLocal areaFlexible hours$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 hours- A financial institution in North Tonawanda, NY, seeks a Wealth Advisor who excels in developing personalized wealth management strategies and enhancing client relationships. The ideal candidate will have at least 2 years of relevant experience in financial services and...
$18.5 - $23.42 per hour
...customer service and responsiveness while providing quality, consultative customer service to ensure both internal and external customer... ...Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving...Full timeTemporary workPart timeBank staffFlexible hoursNBT Bank
Williamsville, NY4 hours ago$22.82 - $24.82 per hour
...at Broadview, we deliver a high-quality member service experience by engaging in conversation with members, reviewing their full financial profile, and recommending appropriate solutions to meet their financial needs. To serve as a subject matter expert for our members...Work at officeBroadview Federal Credit Union
Buffalo, NY3 days ago$18 - $28 per hour
...holidays per year ~ Employee Assistance Program and more! Provides exceptional customer service to new and established financial institution clients, including cross-selling of products and services and cash receipt and payment services. Accurately...Hourly payBank staffLocal areaNight shiftChemung Canal Trust Com
Williamsville, NY4 hours ago$18 - $26.21 per hour
M&T Bank Corporation in Grand Island, NY is seeking a full-time Teller to provide exceptional service and manage branch operations. The role requires at least 6 months of customer service experience, strong verbal and interpersonal skills, and proficiency with technology...Hourly payFull time- Join us where your expertise as a Financial Consultant will make a lasting impact. You'll work closely with clients to design and implement strategies that meet their financial goals, backed by our commitment to doing good and providing stability. With over 175 years of...
The Vermont Agency
Buffalo, NY1 day ago $85k
Job description: You'll be responsible for executing a structured monthly security program, managing a robust security toolset, maintaining NYDFS Cybersecurity Regulation 500 (23 NYCRR 500) compliance, and serving as the organization's go-to resource for all things...Remote workNPAworldwide
Buffalo, NY20 hours ago- ...administrative tasks related to client accounts ~18 years of age or older ~ Passion for service: A genuine desire to help other achieve financial stability ~ Strong communication skills: verbal and written, with an ability to engage and build rapport with clients. ~...Full timeRemote work
Zuzick Organization of Globe Life
Buffalo, NY2 days ago - The Home Depot is seeking a Kitchen Designer in Niagara Falls, NY, to assist customers in turning their kitchen and bath dreams into reality. This role involves greeting customers, understanding their needs, guiding them through design options, and ensuring a well-stocked...
$365k - $420k
...The role The New York office of Clifford Chance has an opening for a Senior Trade Finance Associate attorney in the Firm’s Global Financial Markets Group. Yourexperience Qualifications: Juris Doctor (J.D.) degree from an accredited U.S. law school; High academic achievement...Full timeWork at officeLocal area$260k
The New York office of Clifford Chance seeks finance focused attorneys who have experience in the following areas: US project financing of energy and infrastructure projects Holdco financing of energy and infrastructure projects US tax equity financings of energy and...Work at office$260k
A leading global law firm in Niagara Falls is seeking a Debt Finance Associate Attorney to join their Banking & Finance Group. The ideal candidate will hold a Juris Doctor (J.D.) degree, have a strong academic background, and experience with sponsor-side representation....$70.08k - $105.12k
Citigroup Inc. is looking for a Sec & Derivatives Sr Analyst in Getzville, NY. This intermediate-level role involves processing orders and transactions from trading desks, with responsibilities including resolving securities processing issues, managing hedge fund tasks,...
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