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
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Grand Island, NY5 days ago $45k - $100k
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Amherst, NY7 hours ago - ...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
Northwestern Mutual - Buffalo District
Buffalo, NYa month ago $75k
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Buffalo, NY20 days ago$150k
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$70k - $80k
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..., 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 their...Work at officeShift work$19.23 - $28.37 per hour
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...based incentives – ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and...Full timeTemporary workPart timeWork experience placementWork visaFlexible hoursNBT Bank
Williamsville, NY3 days ago$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, NY1 day ago$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 weekDatadog
Niagara Falls, NY3 days ago- ...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...
Ollie's Bargain Outlet, Inc.
Buffalo, NY5 days ago $18.5 - $20 per hour
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Niagara Falls, NY20 days ago$77k - $202k
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...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 payDay shiftKeyCorp
Niagara Falls, NY2 days ago$58.44k
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...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 staffLocal areaWork visaMonday to FridayFlexible hoursNBT Bank
Buffalo, NY5 days ago- ...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 and...Bank staffWork at officeLocal areaFlexible hoursRotating shiftAfternoon shift
Five Star Bank - California
Buffalo, NY2 days ago $58.44k
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