Financial Consultant

WealthBridge Financial Group

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.

Requirements

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.
Deomonstrated ability to build and maintain client relationships.
Licenses or certifications in financial planning are a plus.

Benefits

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

Apply

Vacancy posted 2 days ago

Similar jobs that could be interesting for youBased on the Financial Consultant in Albuquerque, NM vacancy

Financial Consultant
...Financial Consultant Nusenda Credit Union is dedicated to excellent member service, care for our community, and being a great place to work. We strive to make a positive difference in the lives of our members and the communities we serve to help them achieve their...
Suggested
Full time
Local area
Monday to Friday
Nusenda
Albuquerque, NM
2 days ago
Financial Consultant
$75k - $150k
...Powerwell is a leading recruitment firm helping our clients discover top talent. We are recruiting for a Financial Consultant. Candidates must be located in the Syracuse, NY region and will be allowed to work remote. Summary: As a Financial Consultant, you will...
Suggested
Remote work
Powerwell
Albuquerque, NM
2 days ago
Financial Consultant
$72.8k - $130k
...as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. The Financial Consultant will support the OptumCare Arizona/New Mexico Financial Reporting and RBE team by leading forecasting, planning, performance...
Suggested
Minimum wage
Full time
Work experience placement
Live in
Work at office
Local area
Remote work
Monday to Friday
Shift work
1 day per week
Optum
Albuquerque, NM
1 day ago
Financial Advisor
$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...
Suggested
Full time
Contract work
For contractors
Work at office
Northwestern Mutual Life Insurance Company
Albuquerque, NM
3 days ago
Financial Advisor
...Req ID: 78637 Location: Albuquerque -ALBQ Areas of Interest: Financial Advisor; Brokerage Services; Investment Sales; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 10/15/2026 BOK Financial Corporation Group...
Suggested
Temporary work
Work at office
Immediate start
BOK Financial
Albuquerque, NM
1 day ago
Financial Advisor
...About MassMutual New Mexico MassMutual New Mexico is the fastest-growing financial services firm in the state, built on a vision of igniting purpose, enriching lives, and creating prosperity. We are committed to fostering meaningful client relationships and...
Contract work
For contractors
Work at office
Immediate start
MassMutual New Mexico
Albuquerque, NM
4 days ago
Financial Advisor
...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...
Hourly pay
Temporary work
For contractors
Traineeship
Work at office
Local area
Home office
First Command Financial Services
Albuquerque, NM
2 days ago
US Experienced Financial Advisor
$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 office
Work from home
Home office
Flexible hours
Edward Jones
Albuquerque, NM
4 days ago
Financial Advisor
$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 office
Remote work
AQI Services LLC
Albuquerque, NM
2 days ago
Financial Advisor
$80k - $100k
Overview Be among the first 25 applicants. Get AI-powered advice on this job and more exclusive features. A fulfilling career as a Financial Advisor awaits you in Albuquerque. In this role, you’ll empower clients to take control of their financial futures—while creating...
Full time
Flexible hours
New York Life Insurance Company
Albuquerque, NM
1 day ago
Financial Advisor
$50k - $80k
Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry‑leading training, mentors, and products. Base pay range $...
Work at office
Flexible hours
Bankers Life
Albuquerque, NM
1 day ago
Financial Representative
Company Description Northwestern Mutual provides people‑first financial planning built on long‑term relationships and a focus on financial clarity. The company offers a broad range of solutions, including life, disability income, and long‑term care insurance, annuities,...
Full time
For contractors
Work at office
Local area
Northwestern Mutual
Albuquerque, NM
5 days ago
Financial Protection Representative
...Make an impact from home by helping members and families plan for the unexpected. AO Globe Life is hiring Member Benefits Consultants to work remotely with individuals, families, labor union members, credit union members, and association members. You will provide education...
Hourly pay
Weekly pay
Full time
For contractors
Local area
Remote work
AIL
Albuquerque, NM
6 days ago
Investment Paraplanner
$90k - $110k
...Paraplanner Location: Albuquerque, NM Salary: $90,000 to $110,000 Status: Full-time; on site We are a holistic financial planning practice with a collaborative, passionate culture built on life planning. Every plan we build starts by truly...
Full time
Work at office
Transcend Practice Management
Albuquerque, NM
3 days ago
College Financial Representative, Internship Program
$1,000 per month
...College Financial Representative Internship 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...
Full time
Contract work
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual Life Insurance Company
Albuquerque, NM
4 days ago
Financial Advisor - PNC Wealth Management
...an opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in... ...participate in STEM OPT for this position. Job Description Consults on investment and insurance strategies, as well as the development...
Full time
Temporary work
Part time
Work experience placement
Work at office
PNC
Albuquerque, NM
4 days ago
Associate Wealth Advisor
...Associate Wealth Advisor Clients are our main priority at Prevender Financial Services, and we are committed to personalized service. As we evolve, we are seeking an Associate Wealth Advisor who shares our vision and values. This impactful role will represent our firm...
For contractors
Work at office
Raymond James Financial Services
Albuquerque, NM
5 days ago
Retail Relationship Banker
$41.5k - $65.5k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a...
Contract work
Part time
Local area
Immediate start
Day shift
BMO Financial Group
Albuquerque, NM
3 days ago
Relationship Banker
...applying for any new position.** Acknowledge ( **Job Description:** 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,...
Work at office
Flexible hours
Shift work
Weekend work
Day shift
Bank of America
Albuquerque, NM
1 day ago
Personal Banker I
$38.92k - $57.24k
...and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. UMB's branches offer many opportunities...
Local area
Flexible hours
Afternoon shift
UMB
Albuquerque, NM
5 days ago
Personal Banker
...Salary Range: Not Available Application Deadline: 10/31/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities... ...banking professional who builds client relationships through consultative conversations, solution-based recommendations, and excellent...
Local area
BOK Financial
Albuquerque, NM
2 days ago
Bilingual Personal Banker
Job Description * Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate customer relationships, new and existing account holders, to offer bank products and...
Work at office
First National Bank Texas
Albuquerque, NM
4 days ago
Financial Advisor/Wealth Manager
...Financial Advisor Our client is one of the top lending institutions in the USA. Over the past 8 years, we have assisted this client in the hiring of 250+ experienced Financial Advisors to their platform. Here are a few highlights: The average investment revenue of our...
Professions
Albuquerque, NM
2 days ago
Personal Banker I
$38.92k - $57.24k
...product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being... ...Who we are We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we...
Full time
Work at office
Local area
Flexible hours
Afternoon shift
UMB Bank
Albuquerque, NM
3 days ago
Personal Financial Counselor- Albuquerque, NM
$58.44k - $93.5k
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full... ...may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting...
Full time
Contract work
Temporary work
Work experience placement
Work at office
Magellan Health
Albuquerque, NM
6 days ago
Licensed Financial Advisor
$167k - $202k
...Becoming an Investment Advisor Representative (IAR) with Farm Bureau Financial Services opens the door to opportunities. You’ll have flexibility and high earning potential with the support of a long-standing and trusted company. Plus, your success can seed future growth...
Work at office
Farm Bureau Financial Services
Albuquerque, NM
4 days ago
Security Analyst Intern Spring 2027
$18 per hour
About The Role ABOUT ROCKET LAB Rocket Lab is the end-to-end space company building rockets, spacecraft, and critical subsystems that keep the world connected, protected, expand humanity’s reach to the Moon, Mars, and beyond. We move fast, build real hardware for meaningful...
Hourly pay
Permanent employment
Full time
Work experience placement
Internship
Local area
Relocation
Rocket Lab USA
Albuquerque, NM
a month ago
Loan Acquisition Specialist
...holidays (4 floating holidays, prorated based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial...
Local area
Monday to Friday
OneMain Financial
Albuquerque, NM
2 days ago
Senior Wealth Strategy Consultant
$200k - $250k
...Job Description Job Description Job Description One of Curvion Blue’s rapidly growing financial services clients is seeking highly consultative CFP® professionals to join their inbound sales team and help high net worth retirees make smarter retirement tax planning...
For contractors
Remote work
Flexible hours
Curvion Blue
Albuquerque, NM
7 days ago
Commercial Loan Officer
...Commercial Loan Officer Reports to: Chief Financial Officer Classification: Full-time, Exempt The Commercial Loan Officer... ...partnerships, and existing client relationships. Conducting initial consultations, gathering documentation — business plans, financial...
Full time
Homewise
Albuquerque, NM
2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!