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

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. Qualifications 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

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Rochester, MN vacancy
  • $55k - $65k

     ...A prestigious educational institution in Rochester, MN is seeking a One Stop Counselor to support students in financial wellness and academic success. The successful candidate will provide comprehensive counseling on financial aid and student accounts, improving services... 
    Suggested

    University of Minnesota

    Rochester, MN
    15 hours ago
  • $45k - $100k

     ...Financial Advisor – Role Overview Financial advisors partner with clients to help them achieve their long‑term financial goals, including retirement, building wealth, estate strategies, funding education and more. As a financial advisor with EdwardJones, you’ll develop... 
    Suggested
    Traineeship
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Rochester, MN
    5 days ago
  •  ...passionate individuals for a role that focuses on securing families' financial well-being. This position offers flexibility with remote work...  ...a healthy work-life balance. You will conduct virtual consultations with clients and ensure their needs are met through effective... 
    Suggested
    Remote work

    Aogarciaagency

    Rochester, MN
    15 hours ago
  • $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... 
    Suggested
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Rochester, MN
    3 days ago
  • $125k - $175k

     ...Thrivent offers a Lead Advisor role at Emerald Financial Group in Rochester, MN. The position involves leading a team of financial advisors, providing strategic direction, and engaging with clients to help them achieve their financial goals. Candidates should have strong... 
    Suggested

    Thrivent Financial

    Rochester, MN
    14 hours ago
  • $60k

     ...Advisor Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and... 
    Work experience placement
    Live in
    Work at office
    Flexible hours

    Alerus

    Rochester, MN
    4 days ago
  • $85k - $145k

     ...Mercer Advisors has helped families for over 40 years integrate financial planning, investment management, business management, tax,...  ...designation. Additional certifications such as Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered... 
    Temporary work
    Work at office
    Local area
    Monday to Friday

    Mercer Advisors

    Rochester, MN
    15 hours ago
  • $17.05 - $20.41 per hour

    At Affinity Plus every employee understands how their work affects our members experience and we strive to provide an experience that can't be found anywhere else. Great service starts with great employees and that is why we focus on providing not only the best place...
    Hourly pay
    Full time
    Immediate start
    Remote work
    Monday to Friday
    Shift work

    Affinity Plus Federal Credit Union

    Rochester, MN
    2 days ago
  • $250k

     ...seeking a Private Banker that will be responsible for the delivery of an exceptional client experience that provides personalized financial guidance and expertise to existing and prospective Private Banking clients. By definition, a Private Banking client is required to... 
    Full time
    Work experience placement

    Old National Bank

    Rochester, MN
    4 days ago
  •  ...are compliant and provide excellent customer service * Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources * Develop and maintain a high degree of visibility for... 
    Hourly pay
    Minimum wage
    Work experience placement
    Work at office
    Local area
    Immediate start
    Night shift
    Weekend work

    Wells Fargo

    Rochester, MN
    2 days ago
  • Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly new account...

    TradeJobsWorkforce

    Rochester, MN
    5 days ago
  • A leading financial services firm in the United States is seeking motivated individuals for a role focused on client financial well-being. In this position, you will conduct virtual consultations, assess client needs, and foster lasting relationships through periodic check... 
    Remote work
    Work from home
    Flexible hours

    AO Garcia Agency

    Rochester, MN
    5 days ago
  •  ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to engage with clients, understand their financial objectives, and provide tailored advice and strategies. You will assess client needs using analytics and collaborate with industry experts... 

    Wealthbridge-Financial-Group

    Byron, MN
    14 hours ago
  •  ...Rochester, Minnesota is seeking individuals for a flexible role focusing on securing families' financial well-being. In this position, you will conduct virtual consultations with clients, assess their needs, and build lasting relationships while enjoying the ability to... 
    Remote work
    Work from home
    Flexible hours

    Aogarciaagency

    Rochester, MN
    2 days ago
  • $21 per hour

     ...Teller II Positions We are hiring for Teller II positions!! If you have work experience in a financial institution; enjoy leading and mentoring; and want a career where you can make a meaningful difference - we invite you to apply with us! Job Information Department... 
    Full time
    Work experience placement
    Work at office
    Remote work
    Monday to Friday
    Night shift
    Day shift

    Mayo Employees Federal Credit Union

    Rochester, MN
    2 days ago
  •  ...Build, manage, and grow a portfolio of commercial banking relationships through business development and customer retention Analyze financial information and structure lending solutions that meet customer needs and bank guidelines Monitor portfolio performance and manage... 
    Work at office
    Local area

    MBT Bank

    Rochester, MN
    2 days ago
  •  ...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

    Rochester, MN
    4 days ago
  • Bank Teller Job Duties: Serves customers by completing account transactions. Provides account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, and recording night and mail deposits. Sells cashier's checks...
    Night shift

    TradeJobsWorkforce

    Rochester, MN
    3 days ago
  •  ...tellers for many of their banking transactions. Tellers serve as a primary point of contact for customers, assisting them with various financial transactions. Tellers are responsible for all cash-related transactions, in addition to transactions involving paper documents.... 
    Part time
    Immediate start
    Monday to Friday
    10 hours per week
    Shift work
    Night shift

    Merchants Bank

    Rochester, MN
    1 day ago
  • $32 - $35 per hour

     ...Credit Union provides competitive products and world-class service to Mayo Clinic employees and their families in reaching their financial goals. Our strong mission of caring for our members drives what we do every single day. Mayo Employees Federal Credit Union has been... 
    Hourly pay
    Full time
    Contract work
    Temporary work
    Work at office
    Remote work
    Monday to Friday
    Flexible hours
    Day shift

    Mayo Employees Federal Credit Union

    Rochester, MN
    1 day ago
  •  ...Holidays for Full Time/Part Time 401k match and Life Insurance Employee Assistance Program Tuition Assistance Program (Full Time) Financial Coaching and Benefit Guidance Floating Cultural Holiday Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility... 
    Full time
    Part time
    Work experience placement
    Casual work
    Work at office
    Local area
    All shifts
    Monday to Friday
    Flexible hours
    Shift work
    Afternoon shift

    Comerica Bank

    Rochester, MN
    2 days ago
  • Mayo Clinic is seeking a Finance Analyst to monitor productivity, analyze variances, and partner with operational leaders to ensure targets are met. You will review biweekly reports, perform cross‑location analyses, and provide data‑driven insights to support decision making...

    Mayo Foundation for Medical Education and Research

    Rochester, MN
    15 hours ago
  • $90.23k - $148.89k

    CDM Smith is looking for a Senior Financial Analyst to join the Corporate FP&A Team in Rochester, Minnesota. This hybrid position involves supporting financial planning and analysis for budgeting, forecasting, and ad-hoc reporting. The ideal candidate will have a Bachelor... 

    CDM Smith

    Rochester, MN
    14 hours ago
  • $90.23k

     ...Job Title Senior Financial Analyst (Hybrid Work Options) Business Unit COR Employment Type Regular Job Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team! This role supports financial planning and analysis projects and initiatives... 

    Trinnex Inc.

    Rochester, MN
    3 days ago
  • $88.36k - $136.45k

     ...Expected on‑site days will be determined by the hiring manager based on defined business needs. This role supports organizational financial performance by monitoring productivity, analyzing variances, and partnering with operational leaders to ensure departments meet established... 
    Full time
    Remote work
    Flexible hours
    Weekend work

    Mayo Foundation for Medical Education and Research

    Rochester, MN
    3 days ago
  • $25.38 - $34.27 per hour

     ...and FSAs for eligible expenses. Retirement: Competitive retirement package to secure your future. Responsibilities The Financial Counselor is responsible for promptly assisting patients with their financial clearance prior to, during, or after their treatment... 
    Full time
    Monday to Friday
    Flexible hours
    Weekend work
    Afternoon shift

    Mayo Clinic

    Rochester, MN
    15 days ago
  •  ...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... 
    Full time
    Traineeship
    Work experience placement
    Local area
    Monday to Friday

    OneMain Financial

    Rochester, MN
    14 hours ago
  • Affinity Plus Federal Credit Union is seeking a Member Advisor to interact with members through lobby, drive-thru, phone, and remote channels. You will assist with deposits, transfers, card support, and Online Banking, while building trusted relationships with members....
    Remote work

    Affinity Plus Federal Credit Union

    Rochester, MN
    3 days ago
  • $70k - $75k

    Full-time Description Owned by a group of Minnesota-based electric cooperatives, Heartland Security Services designs and installs custom home and business security systems that protect property and people. Our award-winning emergency response, exceptional service...
    Full time

    Heartland Page

    Rochester, MN
    8 hours ago
  • $75.2k - $90.3k

     ...are inspired by big challenges, driven to learn and grow, and dedicated to making a meaningful difference. ABOUT THE ROLE The Financial Analyst for Entegral plays a key role in analyzing, evaluating and optimizing our financial and operational performance. Operating... 
    Full time
    Work experience placement
    Remote work
    Work from home
    Flexible hours

    Enterprise

    Rochester, MN
    1 day ago

Do you want to receive more vacancies?

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