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
$65k - $95k
...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...SuggestedFairygodboss
Amherst, NY12 hours 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'...SuggestedWork experience placementWork at officeLocal areaFlexible hours
Equitable Advisors LLC
Buffalo, NY5 days ago - ...transform the finance industry together. with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, grow practice holistically through client asset consolidation, networking, and earning client referrals...Suggested
Charles Schwab
Buffalo, NY4 days ago $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- 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
Suffolkcu
Grand Island, NY5 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 placementDay shift$45k - $100k
...Opportunity Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Williamsville, NY3 days ago$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 officeNorthwestern Mutual
Williamsville, NY1 day ago$53.41k
...Title: Financial Counselor Job Type: Regular Company: Roswell Park Comprehensive Cancer Center Department: Revenue Integrity and Financial Clearance Time Type: Full time Weekly Hours: 37.5 FTE: 0.9375 Shift: First Shift (United...Full timeWork at officeShift workDay shiftRoswell Park Cancer Institute
Buffalo, NY2 days ago$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...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Buffalo, NY4 days ago$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 shiftKeyCorp
North Tonawanda, NY3 days ago$40k - $59.01k
...needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts... ...building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required) Experienced...Hourly payFull timeWork experience placementWork at officeDay shift$64k - $85k
...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$75k
...Description Job Description We are seeking an experienced financial advisor to assist clients in designing and implementing strategies... ..., personal financial advisor, financial analyst, or financial consultant is needed Knowledge of the financial industry, financial...The Vermont Agency
Buffalo, NY13 days 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 office- ...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- 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
- ...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...
- ...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
- ...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...
$127.5k - $150k
...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 areaFlexible hoursHodgson Russ LLP
Buffalo, 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, NY2 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 shift$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...Armstrong Fluid Technology
North Tonawanda, NY3 days ago- ...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...
MassMutual New York State
Buffalo, NYa month ago $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$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- 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
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