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
- ...The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to...SuggestedImmediate start
- ...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...Suggested
- Suffolk Credit Union in New York State is seeking a Personal Banker II to deliver exceptional service to members and to grow relationships through acquisition, retention, and cross-selling. You will identify opportunities for referrals to lending and wealth management,...SuggestedFlexible hours
$50k
...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 clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible 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...SuggestedWork at office$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$53.41k
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...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 office- ...Company Description Wilcox Financial Group, LLC is a financial planning and wealth management firm that specializes in serving women and women-owned businesses. The firm focuses on comprehensive financial planning, including investment management, retirement planning,...Full time
- ...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
- ...agents and service providers, support onboarding of funds to global providers, and investigate operational queries while engaging with financial advisors to ensure smooth client experiences. The role requires strong communication, teamwork, and detail orientation, with...
- ...Build Wealth. Build Relationships. Build Your Future. At Alliance Financial Network, our Financial Advisors are trusted advocates—guiding clients to protect assets, build wealth, and achieve lasting financial success. With flexible tools and personalized strategies, you...Flexible hours
- ...Northwestern Mutual in Buffalo is seeking a Financial Representative to build lasting client relationships through personalized financial planning and insurance solutions. You will engage clients, design comprehensive plans, and provide ongoing support while leveraging...Flexible 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...
$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 payPart timeLocal areaFlexible hoursAfternoon shift$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 shift- ...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...
- ...in the Buffalo-Niagara area that are interested in a career in financial services. We want to help you grow your business and be a resource... ...plan. Practice Building programs. Overall Responsibilities Consult with clients to create needs-based solutions to help clients...
- 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
$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 office$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$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 shift- ...Job Description Job Description As a Financial Professional with MassMutual New York State you will guide individuals, families and businesses into the financial future they desire by utilizing our expansive insurance and financial product lines. You will be given...
$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 wage$89.6k - $149.3k
...Work Model:This is a hybrid position requiring 4 days in-office per week at One M&T Plaza Buffalo, NY onlyOverview:Conduct advanced financial research and analysis projects with a large amount of independence. Provide comprehensive advice/options to senior management in...Full timeWork at office$80k - $125k
...Senior Financial Analyst, FP&A Imagine working at the forefront of innovation in fluid-flow technology, with over 1,400 colleagues across the globe, and contributing to a legacy of excellence that spans eight manufacturing facilities on four continents. Armstrong Fluid...$18.5 - $20 per hour
...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...Full timeTemporary workFlexible hours$16 - $22 per hour
...Northwest Bank in Buffalo, NY seeks a Financial Center Banker to provide consultative financial options and grow banking relationships through opening accounts and identifying customer needs. The role emphasizes exceptional service, adherence to regulatory requirements...Hourly pay$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 placementDay shift$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 placementDay shift
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