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
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- 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
$100k
...management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with...SuggestedHourly payFull timeWork at officeDay shift- ...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'...SuggestedWork experience placementWork at officeLocal areaFlexible hours
$45k - $100k
...is anticipated to remain open for 30 days, from 01-Sep-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...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...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...
$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$25 - $27 per hour
...an accommodation or an alternative application process. Patient Financial Counselor Full Time S1 New York, NY, US Salary Range: $25.00 To... ...eligible to proceed with ART care, provide ART Financial Consult, and obtain payments prior to care, in accordance with Care Center...Hourly payFull timeTemporary workWork at officeLocal areaFlexible hoursWeekend workAfternoon shift$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 office$60.25k
...Financial Aid Advisor Bookmark this Posting Print Preview | Apply for this Job Posting Details Position Information About Buffalo State Buffalo State is one of the largest comprehensive schools in the State University of New York system. As a civically minded...Full timeFor contractorsWork at officeLocal area- ...experience, or equivalent demonstrated through work experience, training, military experience, or education Prior experience in financial services or a highly regulated, customer-facing role (desired) Experience building trust-based customer relationships (desired)...Work experience placementFlexible hours
$19.23 - $28.37 per hour
...Financial Wellness Advisor Location: 1071 Payne Avenue - North Tonawanda, New York 14120 Job Summary: Be a problem solver, trusted... ...building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required) Experienced...Hourly payWork experience placementWork at officeDay shift- ...Financial Advisor Our firm is rapidly expanding, and we are looking for financial advisors to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven track record of success advising long-...Start working today
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...Full timeContract workFor contractorsWork at office$70k - $80k
...Bank Of America Financial Advisor 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, teammates, communities and shareholders...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- 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
$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
- ...Lemonade Stand and Camp Good Days. Just as we help families achieve financial security and peace of mind, we also invest in the growth and... ...financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals,...Full timeInternshipWork at officeLocal areaVisa sponsorshipFlexible hoursNight shift
$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$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 area- ...diligence related to federal tax law, securities law, and state and local tax law. Support closings and coordinate with underwriters, financial advisors, issuers, and other transaction participants. Prepare closing and post‑closing documents and maintain organized...Local area
$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 timeContract workFor contractorsInternshipLocal areaFlexible hours$99k - $132k
...capabilities help businesses secure their systems, avoid downtime, and ensure customers are getting the best user experience. The Team: The Financial Planning & Analysis (FP&A) team analyzes company financial data (revenue, customers, headcount, expenses, etc.) in order to...Work at officeFlexible hours3 days per week- ...Ollie’s purchases. Vast array of voluntary benefits Position Overview: The FP&A Analyst is responsible for providing management with financial reporting and analysis that is used for strategic and tactical decision making. This role partners with business leaders and...
$80k - $125k
.... Together, we’re creating a legacy that goes beyond business—one that’s changing the world for the better. In this role, aSenior Financial Analyst, FP&Awill support our fast-growing US sales organization, which is forecasted to grow by 35% next year. This highly visible...$29.57 - $43.99 per hour
...networking, and community-focused activities as part of the cohort experience. Credit Analysis & Underwriting Review and analyze financial statements, cash flow, leverage, liquidity, and capital structures of middle‑market, commercial real estate, and large corporate...Hourly payFull timeInternshipWork at officeRemote work$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 staffWork visaFlexible hours- 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
$19 - $26 per hour
...advantage. As a Relationship Banker, you will combine expert financial knowledge with an advice-led approach to deliver personalized... ...individual and team success through proactive, advice-based customer consultations. Build Trusted Relationships: Confidently engage consumers...Hourly payFull timeBank staffWork at officeLocal areaFlexible hoursRotating shiftAfternoon shift
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