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
- 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
CyberCoders
Buffalo, NY2 days ago $19.23 - $28.37 per hour
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North Tonawanda, NY4 days ago$60.25k
...fulfill our mission. Faculty/Professional Professional Department Enrollment Management, VP Office Local Title Financial Aid Counselor for the SUNY Financial Aid Network Budget Title Financial Aid Advisor Rank SL-3 Line Number TBD...SuggestedFull timeFor contractorsWork at officeLocal areaSUNY Buffalo State University
Buffalo, NY1 day ago$60.25k - $63k
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Buffalo, NY3 days ago$61k - $119k
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Williamsville, NY3 days ago$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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
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
Williamsville, NY1 day ago$150k
...Position: Financial Advisor Locations: Denver, CO | Phoenix, AZ | Remote About AQI Gallacher Capital (GC) dba Forward Wealth Founded in 1991, Gallacher Capital is a comprehensive wealth management advisory firm committed to empowering advisors through...Work at officeRemote workAQI Services LLC
Buffalo, NY2 days ago$50k
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Buffalo, NY4 days ago- 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 the Amherst area 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
$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$25 - $27 per hour
...accommodation or an alternative application process. Patient Financial Counselor Full Time S1 New York, NY, US Salary Range: $25.00 To... ...patients eligible to proceed with ART care, provide ART Financial Consult, and obtain payments prior to care, in accordance with Care...Hourly payFull timeTemporary workWork at officeLocal areaFlexible hoursWeekend workAfternoon 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'...Work experience placementWork at officeLocal areaFlexible hours
- ...accelerate, and futures are built. Just as we help families achieve financial security and peace of mind, we invest in the growth and success... ...provide tailored financial solutions. Responsibilities Consult with clients to understand their financial goals, aspirations,...Full timeInternshipVisa sponsorshipFlexible hoursNight shift
Northwestern Mutual - Buffalo District
Buffalo, NY16 days ago $100k
...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 workDay shiftBank of America Corporation
Williamsville, NYmore than 2 months ago- ...Vision insurance Are You an Athlete at Heart? Bring your competitive drive, discipline, and team mentality to a career in financial services. Northwestern Mutual's Buffalo District is looking for current and former athletes ready to channel that same drive into...Full timeInternshipFlexible hoursNight shift
Northwestern Mutual - Buffalo District
Buffalo, NY16 days ago $75k
...Description Our firm is rapidly expanding, and we are looking for a Financial Advisor to join us in our mission of dramatically impacting... ..., personal financial advisor, financial analyst, or financial consultant is needed Knowledge of the financial industry, financial...Start working todayThe Vermont Agency
Buffalo, NY12 days ago$83.96k - $111.96k
...performance-based incentives – ensuring you feel valued every step of the way.Business StabilityNBT 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 visaFlexible hoursNBT Bank
Williamsville, NY5 days ago$90k - $130k
...and reach beyond. Become part of our team and let’s lift each other to create what’s next.Reach beyond with PALFINGER as our Senior Financial Analyst - Accounting & FP&A at our Niagara Falls, Ontario facility. In this full-time, on-site role, you will combine financial...Full timeWorldwideFlexible hoursPALFINGER
Niagara Falls, NY22 hours 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$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 shiftKeyBank
Buffalo, NY1 day ago$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- ...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...Bank staffWork at officeLocal areaRemote workFlexible hoursRotating shiftAfternoon shift
Five Star Bank - California
Buffalo, NY5 days ago $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 staffLocal areaWork visaMonday to FridayFlexible hoursNBT Bank
Buffalo, NY5 days ago$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 hoursPinnacle Community Services, Inc.
Niagara Falls, 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, NY16 days ago $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)...Hourly payFull timeWork experience placementFlexible hoursDay shiftKey Bank
Williamsville, NY6 hours ago- ...Citizens Bank is seeking a people-oriented professional to help customers with financial decisions, from everyday banking to longer-term planning. You’ll advise on spending, saving, borrowing, and investing, while guiding clients to digital and mobile banking options....
Citizens Bank
Grand Island, NY5 days ago
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