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 is hiring a Financial Consultant in Grand Island, NY. This role involves engaging clients to understand their financial goals and advising them with tailored strategies, including investment and retirement planning. Candidates should possess...Suggested
$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...Suggested$26 - $43.34 per hour
...Financial Consultant page is loaded## Financial Consultantremote type: Onsite Positionlocations: Buffalo, NYtime type: Full timeposted on: Posted Todayjob requisition id: R85862# **Overview:**Conducts a needs analysis of current and potential customers under guidance...SuggestedHourly payWork experience placementWork at office- ...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
$45k - $100k
...Financial Advisor Opportunity 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 clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Financial Solutions Advisor - Upstate New York Market West Seneca, New York;Rochester, New York; Williamsville, New York; Rochester, New York; Niagara Falls, New York; Depew, New York To proceed with your application, you must be at least 18 years of age. Acknowledge...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$75k
...A financial services company is looking for an experienced financial advisor in Buffalo, NY. The ideal candidate will provide excellent service to clients, helping them meet financial goals through tailored recommendations. Responsibilities include exceptional customer...- ...welcomes applicants who are committed to helping us fulfill our mission. Faculty/Professional Professional Department Financial Aid Office Local Title Scholarship Coordinator Budget Title Financial Aid Advisor Rank SL-3...Full timeFor contractorsWork at officeLocal area
$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 FridayShift workDay shift$61k - $250k
...Northwestern Mutual is looking for a Financial Advisor in Eggertsville, New York. This role involves helping clients achieve their financial goals by creating personalized financial plans. Advisors will grow their client base through connections and referral networks,...$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$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 hours$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 shift- ...Merrill Experienced Financial Advisor Locations: Honolulu, Hawaii; North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh...Shift workDay 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$62.2k - $103.6k
...Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area... ...(Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant) designation M&T Bank is committed to fair, competitive, and...Work experience placementBank staff- ...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, eligibility criteria, and its...Work at officeAfternoon shift
$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 start- ...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 areaWork from homeVisa sponsorshipFlexible hoursNight shift
- ...Training Provided by our Chief Growth Officer and Company Leadership Become a Financial Advisor with Thoroughbred Advisors! Who is Thoroughbred Advisors? With local offices in Manhattan and Staten Island and a robust training program, we are both attracting top existing...Full timeLocal areaFlexible hours
- ...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
$58.44k - $93.5k
...Magellan Health in Buffalo, NY seeks to provide personal financial services for service members and families. The role includes offering a full range of counseling services and classes, both online and offline, as per DoD requirements. The ideal candidate will have a Bachelor...$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...Temporary workLocal areaFlexible hours- ...grow the world’s next great businesses. Take your independent consulting practice to the next level. Meet prospects in an array of... ...solutions and opportunities. Leverage advanced knowledge of financial functions, operating models, and best practices to form innovative...For contractorsWork at officeRemote workFlexible hours
- Friedman Williams is seeking a Public Finance Associate in Buffalo, NY. The candidate should have 2 to 5 years of experience in public finance law, supporting public finance transactions, including bond issuances and governmental financings. A Juris Doctor (J.D.) from ...
- At Catalyst Capital Consulting, we value our deep relationships with candidates who believe in integrity, accountability and growth. Our... ...firm - located in Buffalo, NY Our client believes that financial success requires a strategic and comprehensive plan, supported...
$77k - $202k
...Cloud Finance PPM/AHCS - Senior Associate, you will specialize in consulting services for various business applications, helping clients... ...role, you will specialize in using and managing the Oracle Financials software, an integrated financial management system. You will...Full timeH1b$98.1k - $210k
Bank of America is seeking an experienced professional for managing fiduciary and investment management accounts aimed at high-net-worth clients. Responsibilities include overseeing complex investment and trust accounts, engaging with clients on wealth planning, and ensuring...$87k - $140k
...Mizuho Financial Group Inc. is seeking an Associate in Corporate Credit Structuring in Niagara Falls, NY. The Associate will work with Coverage Bankers to structure and negotiate financing solutions, manage credit portfolios, and ensure compliance with risk parameters....$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
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