Financial Consultant
WealthBridge Financial Group
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them reach their long‑term financial objectives. You will conduct comprehensive financial analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization. The ideal candidate is someone who possesses a solid understanding of financial products and services and has a passion for helping clients achieve their financial goals. You will have the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group's client base. At WealthBridge, we pride ourselves on our commitment to integrity, innovation, and excellence in service. Join us and help make a positive impact on the financial well‑being of individuals and families. Requirements Bachelor's degree in finance, economics, or a related field. Previous experience in financial consulting or a similar role is preferred. Strong analytical and problem‑solving skills. Excellent communication and interpersonal skills. Ability to build and maintain relationships with clients. Familiarity with financial planning software and investment products. 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
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Smyrna, TN vacancy
$18 - $20 per hour
The Financial Services Representative (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs. This role requires daily outbound calling, including high-volume collection...SuggestedHourly payFull timeWork at officeLocal areaShift work- ...not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Consultant should demonstrate commitment to delivering distinctive service. This position will be responsible for building and managing...SuggestedWork at office
Pinnacle Bank
Murfreesboro, TN14 hours ago - ...Overview 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, teammates, communities and shareholders every...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Smyrna, TN3 days ago $70k - $250k
...As business owners, Financial Representatives at Northwestern Mutual Murfreesboro help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help...SuggestedWork experience placementNorthwestern Mutual
Murfreesboro, TN2 days ago$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...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Murfreesboro, TN4 days ago$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Murfreesboro, TN5 days ago- ...Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of...Work at office
Pinnacle Bank
Murfreesboro, TN2 days ago $65k
...Crafting Brighter Futures for Businesses & Families across the US At the forefront of specialized financial services, we help families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client. Role Overview: As a...Full timeFlexible hoursLomenick Agency
Antioch, TN21 hours ago$46.12k - $57.15k
...with access to onsite gym and basketball court for associates Encouraged continued education with our tuition reimbursement program Financial and in-kind opportunities to engage with non-profits in your community Company match program for United Way donations Volunteer...Full timeWork experience placementCasual work- ...A leading financial services firm is seeking qualified candidates for part-time remote positions. You will work approximately 20 hours a week, assisting clients through virtual conversations and presenting insurance products. Responsibilities include managing client calls...Part timeRemote work
AO Garcia Agency
Antioch, TN14 hours ago $20 - $30 per hour
...customers, wholesalers, and internal stakeholders to resolve payment discrepancies, improve collection processes, and maintain accurate financial data within the accounts receivable and SAP systems. Job Title Credit Collections Analyst Responsibilities Analyze and address...Contract workTemporary workWork at officeRemote workMonday to FridayShift workAston Carter
La Vergne, TN3 days ago$20 - $30 per hour
...status. Coordinate with Cash Applications, Chargebacks, Project Management, and other departments to resolve payment issues. Financial Data Accuracy & Maintenance (10%) Maintain accurate account receivable information within financial systems. Calculate,...Hourly payTemporary workLocal areaRemote workAdecco US, Inc.
La Vergne, TN3 days ago- Overview We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. What Prudential...
$18 - $20 per hour
Job Overview World Finance is looking for a Financial Services Representative to guide customers on their financial journey. The role supports the Branch Manager and focuses on lending, customer service, and closing loans. Key Responsibilities Guide customers toward upward...Hourly payFull timeWork at officeLocal areaShift workWeekend workAfternoon shift$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 timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Murfreesboro, TN4 days 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 areaUnavailable
Murfreesboro, TN4 days ago$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 hoursNorthwestern Mutual
Murfreesboro, TN14 hours ago- ...services and processing transactions efficiently. Responsibilities include managing cash transactions and building relationships to meet financial needs. Ideal candidates will have strong communication skills and a focus on client service. A high school diploma is required,...Shift workWeekend work
Bank of America
Murfreesboro, TN4 days ago - ...transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities Executes the bank's risk...Shift workWeekend workDay shift
Bank of America
Murfreesboro, TN3 days ago $90k - $110k
...Financial Analyst Compensation: $90,000 - $110,000 Base + Bonus + Benefits on Day 1 This position involves conducting analysis and making forecasts based on complex financial, economic, and other important data and trends to contribute to business decision-making...THORNDALE PARTNERS
La Vergne, TN4 days ago- ...Sat 8:30-1:30 SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively...Temporary workWork at office
First Horizon Bank
Murfreesboro, TN3 days ago - ...FirstBank Summary: The Relationship Banker serves as a trusted financial guide and a dynamic customer champion. This dual professional not... ...and Responsibilities: Relationship Bankers will actively consult with both Consumer and Small Business clients and collect...Flexible hours
FirstBank
Murfreesboro, TN2 days ago - Actively seeks opportunities to originate new loan business with new and existing customers. Evaluates customer needs to recommend the best consumer loan and voluntary product solutions. Completes loan applications, proposals and offers for new borro Customer Service, ...
Republic Finance
Smyrna, TN3 days ago - ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift work
Fairygodboss
Murfreesboro, TN2 days ago - ...retaining existing client relationships while providing exceptional customer experience. Relationship Bankers will provide expert financial solutions to existing and prospective clients by assessing their financial needs and offering solutions through bank products and...
Volunteer Bank
Murfreesboro, TN4 days 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 areaFlexible hoursNorthwestern Mutual
Murfreesboro, TN2 days ago$36k
...Sr. Consumer Loan Specialist Are you looking for a long-term opportunity with a growing financial services company that rewards performance and gives back to its community? If so, please read on! This position earns a competitive salary of $36,000 per year (paid hourly...Hourly payTemporary workWork at officeFlexible hours- ...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, teammates, communities and shareholders every day. Being a...Work at officeFlexible hoursShift workWeekend workDay shift
- A financial services firm in Tennessee is looking for a passionate individual for a client-focused role. You will conduct virtual consultations, assess client needs, and foster lasting relationships. With flexibility, no cold calling, and a mentorship program, this position...Remote job
- ...Successful Candidate Attributes: • Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3-5 units per month...Remote work
Caliver Beach Mortgage, LLC
Murfreesboro, TN1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
