Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth & Retirement Planner — Financial Strategy Consultant

Wealthbridge-Financial-Group

WealthBridge Financial Group is looking for a Financial Consultant in Whitestown, Indiana. In this role, you will engage clients to provide tailored financial advice and strategies, focusing on their objectives such as investment, retirement planning, and wealth management. Ideal candidates will possess a Bachelor's degree in finance or accounting, experience in financial consulting, and strong analytical skills. The position offers excellent health coverage, a 401(k) with company match, and career growth opportunities. #J-18808-Ljbffr Wealthbridge-Financial-Group

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth & Retirement Planner — Financial Strategy Consultant in Whitestown, IN vacancy
  • WealthBridge Financial Group is seeking a results-oriented Private Wealth Advisor to join our team. In this...  ...tailored advice and strategies that align with their...  ...investment opportunities, retirement planning, and wealth...  ...in financial consulting or a similar role is preferred... 
    Suggested

    WealthBridge Financial Group

    Carmel, IN
    1 day ago
  • A financial services organization in Carmel, Indiana, seeks a motivated individual for an...  ...focused on client engagement and financial strategy development. The ideal candidate holds a...  ..., with a structured path to becoming a wealth manager. #J-18808-Ljbffr Equitable... 
    Suggested
    Full time

    Equitable Advisors

    Carmel, IN
    2 days ago
  • WealthBridge Financial Group is hiring a results-oriented Financial Consultant in Brownsburg, Indiana. In this role, you...  ...investment opportunities, retirement planning, and wealth management. As a key team...  ...to develop effective strategies. The position includes benefits... 
    Suggested

    WealthBridge Financial Group

    Brownsburg, IN
    22 hours ago
  •  ...and relationshipdriven Wealth Advisor to deliver comprehensive financial guidance to...  ...confident in their financial strategy. Financial Planning...  ...and asset allocation Retirement planning Taxefficient...  ...CPAs, attorneys, estate planners) to deliver integrated... 
    Suggested

    Goelzer Investment Management, Inc

    Carmel, IN
    14 days ago
  • $150k - $175k

     ...Golden Reserve is looking for an experienced financial advisor. This role will have the opportunity to execute client meetings, design retirement plans and cultivate meaningful client relationships. The expectation will be to establish yourself as a top-tier sales performer... 
    Suggested

    Golden Reserve LLC

    Carmel, IN
    1 day ago
  • Soteria Reinsurance Ltd. is seeking a Financial Consultant in Carmel, IN. In this role, you will engage directly with clients, offering personalized guidance and helping them plan for retirement. Your integrity and interpersonal skills will be crucial as you work to support... 

    Soteria Reinsurance Ltd.

    Carmel, IN
    3 days ago
  • WealthBridge Financial Group is seeking an experienced Managing Director to lead a team of financial advisors in Carmel, Indiana. This...  ...robust benefits including top-tier health coverage, a 401(k) retirement plan, and career growth opportunities. #J-18808-Ljbffr Wealthbridge... 

    Wealthbridge-Financial-Group

    Carmel, IN
    22 hours ago
  • A leading financial institution is seeking a Private Client Banker to manage relationships with affluent clients in Carmel, Indiana. The role involves actively acquiring new clients and providing tailored financial services. Ideal candidates will have success in client... 

    JPMorgan Chase & Co.

    Carmel, IN
    4 days ago
  • $61k - $119k

    Overview Becoming a financial advisor at Northwestern...  ...building, and development strategies you need to be...  ...Services · Trust Services · Retirement Solutions · Business...  ...more Certified Financial Planner licensing support2...  ...and Northwestern Mutual Wealth Management Company (NMWMC... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Carmel, IN
    4 days ago
  • $50 - $60 per hour

     ...experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of...  ...Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: This is a... 
    Hourly pay
    Contract work
    Work experience placement
    Remote work
    Flexible hours

    Data Annotation

    Whitestown, IN
    a month ago
  •  ...integrated, payroll, cloud-based HR and financial management solutions that put...  ...Workday Financials Accounting Center/Prism Consultant your primary responsibilities may include...  ..., budgeting, forecasting and reporting strategies. Develop statements of work and/or client... 
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Carmel, IN
    22 hours ago
  • A financial advisory firm in Carmel, IN is seeking an experienced Financial Advisor to manage and grow high-net-worth client relationships...  ...and incentives. Benefits include health insurance, 401(k) match, profit sharing, and generous PTO. #J-18808-Ljbffr Sanctuary Wealth

    Sanctuary Wealth

    Carmel, IN
    2 days ago
  • ## Financial Consultant - Carmel, INApplylocations: Carmel, INtime type: Full timeposted on: Posted...  ...your clients to different investment strategies and bring together additional client...  ...as they look to reach their retirement goals* Supporting our clients by providing... 
    Work at office

    Soteria Reinsurance Ltd.

    Carmel, IN
    3 days ago
  • $150k - $250k

    Description Financial Advisor Location: Carmel, IN (In-office) Experience: 5+ years Credential: CFP® Designation Pay Range: Competitive...  ...salary plus bonus and commission structure Firm: Evans May Wealth Join Our Team at Evans May Wealth Managing meaningful wealth... 
    Base plus commission
    Work at office

    Sanctuary Wealth

    Carmel, IN
    2 days ago
  •  ...network of over 4,300 financial professionals across the...  ...path to becoming a wealth manager through licensing...  ...tracking Financial Strategy Development: Understand...  ...Product and Service Consultation: Discuss financial products...  ...CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered... 
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Equitable Advisors

    Carmel, IN
    4 days ago
  •  ...Description Merrill Wealth Management is a leading...  ...planning for retirement, education, legacy, and...  ...guidance. Merrill's Financial Advisors and Wealth Management...  ...and investment strategies for a client Completing...  ...by using a defined consultative approach to systematically... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Zionsville, IN
    1 day ago
  • $70.35k - $205.8k

     ...industry experience, functional expertise and global delivery capability. Our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Song, together with our culture of shared success and commitment to creating 360°... 
    Live in
    Work at office
    Local area

    Accenture

    Carmel, IN
    4 days ago
  •  ...Relationship Banker II in Whitestown, Indiana. In this full-time role, you will engage with customers and prospects to identify their financial needs, offering guidance and solutions. The ideal candidate should possess strong communication skills and have a high school... 
    Full time

    Regions Bank

    Whitestown, IN
    4 days ago
  •  ...The information will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications...  ...prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering... 
    Full time
    Flexible hours

    Regions Bank

    Whitestown, IN
    3 days ago
  • $46.12k

     ...Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals... 
    Flexible hours

    Regions Bank

    Whitestown, IN
    1 day ago
  • A reputable financial institution is seeking a Relationship Banker II in Whitestown, Indiana. The role involves engaging with customers to assess and meet their financial needs, providing solutions from a range of banking products and services. Candidates should possess... 

    Regions Bank

    Whitestown, IN
    1 day ago
  •  ...Indiana. The role involves managing accounting and reporting functions, ensuring compliance with GAAP standards, and preparing Fund financial statements. Candidates should have a Bachelor's degree in accounting or finance and 3+ years of relevant experience, preferably in... 

    Merchants Capital

    Carmel, IN
    3 days ago
  •  ...bachelor's degree and at least 3 years of accounting experience, preferably in the real estate sector. The role includes managing financial transactions and ensuring adherence to GAAP standards while collaborating with various teams. Merchants Capital Corp. offers a competitive... 

    Merchants Capital Corp.

    Carmel, IN
    4 days ago
  • Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact... 

    Thrivent Financial for Lutherans

    Carmel, IN
    22 hours ago
  • $61k - $119k

    Overview Becoming a financial advisor at Northwestern Mutual is a...  ...skill‑building, and development strategies you need to be successful in...  ...Services • Trust Services • Retirement Solutions • Business Needs...  ...more Certified Financial Planner licensing support Fully company... 
    Work at office

    UNAVAILABLE

    Carmel, IN
    2 days ago
  • $100k

    Financial Representative (Training Provided) Choose a career where changing someone else’s life for the better is also life-changing for...  ...! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living!... 
    Full time
    Work experience placement
    Work at office
    Remote work
    Monday to Friday
    Flexible hours

    Longwood University

    Carmel, IN
    22 hours ago
  • Medium is seeking dedicated individuals for a work-from-home financial services position aimed at protecting families. This role offers the chance to make a positive impact on lives while enjoying flexibility and opportunities for career growth in a supportive environment... 
    Remote work
    Work from home

    Medium

    Carmel, IN
    22 hours ago
  •  ...CPFM department processes to independently analyze and document financial performance for new and renewal business for larger and more...  ...assigned tasks: • Support execution of Company Key Plan & Strategy Initiatives and CPFM department goals. • Communicate and collaborate... 
    Immediate start

    Allied Solutions

    Carmel, IN
    2 days ago
  • Position Type: Secretarial/Clerical/Secretary Date Posted: 5/19/2026 Location: Administration Building Date Available: TBD WESTFIELD WASHINGTON SCHOOLS JOB DESCRIPTION Executive Assistant to the Superintendent and Board of School Trustees ...
    Work at office
    Monday to Friday
    Afternoon shift

    Westfield Washington Schools

    Westfield, IN
    2 days ago
  • SENIOR ANALYST, FINANCIAL PLANNING & ANALYSIS (FP&A) POSITION PURPOSE Drives financing planning, forecasting, reporting, and strategic analysis to support business decision-making across multiple groups within the organization. A Senior Analyst in this position plays a... 
    Work at office
    Night shift

    REPUBLIC AIRWAYS HOLDINGS INC

    Carmel, IN
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth & Retirement Planner — Financial Strategy Consultant. Be the first to apply!