Financial Consultant
WealthBridge Financial Group
Overview 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 Demonstrated 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 #J-18808-Ljbffr
- ...About the job Financial Consultant (Remote) Achieve Balance and Impact with a Part-Time Financial Consulting Role About Us: We’re a trusted financial services company dedicated to helping clients build and protect their wealth. With licenses across the U.S., Canada...SuggestedExtra incomePart timeRemote work
- Job Description Under the direction of the Business Office Manager, the Customer Service Representative is responsible for providing customer service to patients over the phone or in person bringing all issues to a timely resolution. This position will represent OSU...SuggestedFull timeWork at officeShift work
- ...Financial representative Contract type: Full-time Location: Broken Arrow Industry: Financial Services Date published: 03-27-2025 About the role Our financial representatives at Modern...SuggestedFull timeContract workLocal area
- ...Overview The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. About you Community...SuggestedWork at officeLocal area
$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...SuggestedFull timeContract workFor contractorsWork at office$1,000 - $2,000 per month
...A leading financial services organization is seeking qualified candidates for a part-time remote position. This role involves connecting with clients, providing personalized benefits solutions, and explaining insurance products. You're expected to work about 20 hours a...Part timeRemote work- Teller I This position is responsible for providing exceptional service to bank customers by conducting appropriate transactions and meeting the needs of customers by referring them to appropriate departments in the bank. Major Duties and Responsibilities (Essential Functions...Work experience placementNight 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- Thrivent is a Fortune 500 financial services organization with a 100-year legacy of helping over 2 million clients navigate financial challenges. We believe money is a tool to improve lives, not just a goal, and we offer personalized financial advice, insurance, investments...Full time
$50k
...us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as...Work at officeWork from homeHome officeFlexible hours- ...our ongoing growth and success. What We’re Looking For The Financial Advisor provides comprehensive financial planning and investment... ...excellence. Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to...Work at officeLocal area
$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 areaFlexible hours- Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has...Work experience placementNight shift
$1,000 per month
...Northwestern Mutual 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...Northwestern Mutual 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...Full timeFor contractorsInternshipLocal areaFlexible hours- ...create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The... ...And Knowledge Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial...
$1,000 per month
15 W 6th St Ste 1900 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...Full timeInternshipLocal areaFlexible hours- ...Northwestern Mutual is offering an internship for College Financial Representatives in Glenpool, Oklahoma. Interns will learn to build a financial planning practice by prospecting potential clients, executing business strategies, and preparing financial plans. The program...Full timeInternshipFlexible hours
- ...Advisor role at Relation Wealth Management is a highly motivated, client-focused professional with a proven track record of success in financial planning and wealth management. This individual is passionate about building long-term relationships with clients, providing...
- ...The Personal Banker will support clients in achieving their financial goals by resolving client issues, engaging them to understand... ...the Bank can help meet the client’s financial needs. Uses a consultative approach while tailoring recommendations and solutions. Present...Work experience placementFlexible hoursRotating shift
- ...2026 Summary Are you ready to make a real difference? At BOK Financial, we’re passionate about supporting our clients and each other... ..., and retain long‑term client relationships. While providing consultative conversations to existing and prospective clients you will assess...
- Job Description As a Financial Solutions Advisor Stage I (FSA I) , the role begins with obtaining Securities Industry licenses, receiving... ...on your development. Grow your business knowledge using a consultative approach to identify client needs and appropriate solutions....Work at officeImmediate startMonday to FridayShift workDay shift
- .... Qualifications: Required: One year of previous related experience in sales, customer service, cash handling, bank or financial service provider or college hours. Military experience considered, veterans welcomed, bilingual is a plus. Proficiency with Microsoft...Flexible hours
$80k
...traits? Competitive Business Minded Coachable Communicative Self-disciplined Authentic If yes, consider becoming an Entry‑Level Financial Advisor to drive a positive impact in the lives of families every day. At New York Life, you’re in control of your career journey....- Job Description Financial Solutions Advisor Stage I (FSA I) at Bank of America is an entry‑level advisor role that provides foundational... ...Build and manage a portfolio of client relationships through consultative advisory. Deliver client reviews and presentations with...ApprenticeshipMonday to FridayShift workDay shift
- ...At Mabrey Bank, you’ll do more than process transactions — you’ll build lasting relationships and help customers reach their financial goals. As a Relationship Banker, you’ll gain hands-on experience across personal banking, customer service, and teller operations, all...Full timeMonday to Friday
- First Fidelity Bank in Glenpool, Oklahoma is looking for a Personal Banker to create lasting relationships with clients and offer exceptional service. Key responsibilities include addressing client needs, resolving inquiries, and engaging in sales opportunities. The ideal...
- ...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 areaMonday to Friday
- ...transactional responsibilities, including teller transactions, account opening, and account maintenance, with a consultative approach focused on identifying customer financial needs and recommending appropriate products, services, and financial solutions.The Relationship Banker...Work at officeLocal area
- Employee Type Part Time Name Katrina Sweaney Summary Part-Time Monday-Friday, available some Saturdays Essential Job Functions Demonstrate Legacy Bank and Trust corporate values in all situations and interactions. Serve daily as lead teller performing basic and complex...Contract workPart timeWork at officeMonday to Friday
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