Wealth Management Consultant

WealthBridge Financial Group

WealthBridge Financial Group is seeking a results-oriented Wealth Management 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 Wealth Management 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

Apply

Vacancy posted 16 hours ago

Similar jobs that could be interesting for youBased on the Wealth Management Consultant in Greenwood, IN vacancy

Sales Closer
$85k - $300k
Leaf Home is looking for experienced, in-home sales closers to demonstrate our Patented Leaf Filter products. This is 1099 position and averages 30 hours a week of work. We provide all appointments, no cold calling . 1 hour radius of travel from our field office. ...
Suggested
Full time
Contract work
Work at office
Flexible hours
Weekend work
LeafHome
Greenwood, IN
3 days ago
Wealth Management Advisor
...JOB OVERVIEW This role is responsible for developing new wealth management business in which the bank is acting as trustee, executor, administrator, conservator, guardian, depositor or agent. Develop financial plans for “high net worth” wealth management, commercial...
Suggested
Full time
Temporary work
Horizon Bank
Indianapolis, IN
16 hours ago
Claims Manager
...DMC Insurance is seeking an experienced commercial Claims Manager to lead and oversee the handling of commercial claims with a focus on transportation and trucking-related exposures. This role is responsible for managing claim professionals, adherence to claims handling...
Suggested
Full time
DMC Insurance, Inc.
Indianapolis, IN
2 days ago
Financial Advisor/Wealth Manager - Indianapolis, IN
$100k
...helping them track their progress over time Provide ongoing consultation and support TFA is different from other firms for many... ...focus of providing comprehensive financial planning and wealth management services to help individuals realize their dreams....
Suggested
Permanent employment
Full time
Work at office
Local area
Tristate Financial Advisors
Indianapolis, IN
16 hours ago
Wealth Management Advisor
...Join one of the Midwest's most respected financial firms, West Point Financial Group, as a Wealth Management Advisor. We help clients protect, grow, and transition wealth through personalized, holistic planning. You'll receive extensive training, advanced resources...
Suggested
WestPoint Financial Group
Indianapolis, IN
4 days ago
Special Assets Manager
Job DescriptionSummary:The Special Assets Manager oversees the collection of delinquent and special accounts, supports delinquency controls, and coordinates collection efforts across the company, third-party collection agencies, repossession vendors, and outside counsel...
Full time
Work at office
Keystone Cooperative
Indianapolis, IN
4 days ago
Financial Advisor
$45k - $100k
...change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice...
Traineeship
Work at office
Local area
Work from home
Home office
Flexible hours
Edward Jones
Greenwood, IN
16 hours ago
Property Manager
...-on, detail-oriented approach to leasing and value creation. Position Summary We are seeking a hands-on, on-site Property Manager to oversee the day-to-day operations of its Indianapolis portfolio – approximately 300,00 square feet of multi-tenant, small-bay industrial...
Full time
For contractors
Flexible hours
Confidential
Indianapolis, IN
16 hours ago
Budget Analyst
$23.4 - $36.3 per hour
...and goal-oriented approach. Demonstrated ability to learn and apply technical and scientific product-related information in a consultative manner. Excellent attention to detail and highly organized. Ability to understand clinical terms and descriptors and...
Full time
Contract work
Work experience placement
Local area
Remote work
Flexible hours
WCG Clinical
Indianapolis, IN
1 day ago
Senior Budget Analyst
...improvements, which the position will work to implement with management approval. A Day in the Life: The essential functions... ...is for a Controller E6 who can provide high level financial consultative services to the agency in addition to preparing value added analysis...
Full time
Contract work
Work at office
campus4tech
Indianapolis, IN
16 hours ago
Assurance Manager - Insurance
$89.8k - $170.5k
...thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.RSM is looking for a Audit Manager to join our Insurance team. Our Insurance group is a rapidly growing practice in our firm Nationwide, focused specifically on...
Full time
Work experience placement
Internship
Local area
RSM International
Indianapolis, IN
3 days ago
Financial Controller
...financial statements. Develop and implement financial policies and procedures to ensure compliance with regulatory requirements. Manage cash flow and financial planning to support the firm's strategic goals. Conduct financial analysis to identify trends, variances...
Full time
Work at office
Local area
Monday to Friday
Flexible hours
Dentons
Indianapolis, IN
3 days ago
Senior Claude/AI/Financial Systems Analyst
...Automation & Efficiency Initiatives Data Analytics & Reporting Governance Executive Reporting & Decision Support Change Management & User Adoption Special Projects & Strategic Initiatives Qualifications: ~ Bachelor’s degree in Accounting, Finance, Information...
LHH
Indianapolis, IN
16 hours ago
Head of Intellectual Property
...The Head of Intellectual Property will serve as the most senior intellectual property legal advisor to the General Counsel, senior management, and business leaders. S/he will have primary responsibilities as a legal function head, business partner, team leader, talent...
Full time
Summer work
Relocation
Flexible hours
Elanco
Indianapolis, IN
3 days ago
Land Acquisition Manager
...Houston, Indianapolis, Minneapolis, Nashville, Orlando, Raleigh, San Antonio, Sarasota, and Tampa.Job Summary:The Land Acquisition Manager is responsible for identifying, evaluating, negotiating, and securing land opportunities that support the company’s strategic growth...
Full time
Contract work
M/I Homes
Indianapolis, IN
4 days ago
Assistant Property Manager | Traveling
Overview Buckingham is seeking an experienced and savvy property management team member, who understands the importance of collaboration and planning. This individual leads by example, demonstrating confidence with humility amongst teammates. As an extension of the...
Full time
Buckingham Companies
Indianapolis, IN
3 days ago
Finance And Insurance (F&I) Manager
...consider joining our team to help drive our continued success. Job Summary We are seeking a skilled Finance and Insurance (F&I) Manager to join our growing team in Indianapolis, IN. The ideal candidate will have thorough knowledge of dealership finance and insurance...
Full time
Temporary work
Local area
Hubler Toyota
Indianapolis, IN
4 days ago
Property Manager
...Property Manager Bradley Company is a team of experienced and talented commercial real estate professionals. We serve the brokerage, property management, and facility maintenance needs of commercial and multi-family clients. With a company history that began in 1978...
For contractors
Work at office
Local area
Bradley Company
Indianapolis, IN
5 days ago
Property Manager
...Property Manager We are seeking a dedicated and detail-oriented Property Manager to oversee daily operations and ensure the smooth functioning of our residential community. The ideal candidate will be responsible for managing tenant relations, maintaining property standards...
Hourly pay
Work at office
Village Management, Inc.
Indianapolis, IN
2 days ago
Property Manager
$85k - $95k
...Property Manager Salary: $85,000 - $95,000 per year Location: Indianapolis, IN Minimum Degree: Relocation Assistance: Not Available Tasks: Oversee a team that does: Customer service Manage delinquencies Do outreach and tours Managing open...
Relocation package
Affinity Executive Search
Indianapolis, IN
3 days ago
Property Manager
...Commercial Property Manager Location: Indianapolis, IN POSITION OVERVIEW: ~ We are seeking an experienced Commercial Property Manager to oversee the daily operations and strategic management of our commercial office building portfolio. This role is critical to...
Contract work
Casual work
Work at office
Afternoon shift
Pop-Up Talent
Indianapolis, IN
16 hours ago
Director - Unclaimed Property
$220k - $224.5k
...be part of a dynamic team dedicated to working with unclaimed property compliance programs. The unclaimed property team currently manages the State of Delaware's voluntary disclosure program for unclaimed property compliance, one of the largest such programs in the country...
Live in
Worldwide
Cyfle
Indianapolis, IN
2 days ago
Property Manager
...Property Manager CYM Living - Where caring meets innovation. We are a national real estate firm with corporate headquarters in Chicago, IL, and just outside of New York City. Our mission is to provide our residents with an exceptional living experience, nurture a culture...
Night shift
CYM Living
Indianapolis, IN
1 day ago
Property Manager
...false false false EN-US X-NONE X-NONE POSITION SUMMARY The Property Manager oversees all functions of the property, including supervision of staff, handling tenant communications, performing annual certifications, TRACS submission, NSPIRE inspection preparation and...
Contract work
For contractors
Interim role
Work at office
SHP Management Corp
Indianapolis, IN
2 days ago
Property Manager
...you have a proven track record of consistently and efficiently achieving goals? If so, we invite you to join our team as a Property Manager for one of our award-winning Apartment Homes. As the Property Manager, you will be responsible for overseeing the day-to-day...
Pedcor Companies
Indianapolis, IN
3 days ago
Senior Property Manager
...Senior Property Manager Link Logistics Real Estate ("Link") is a leading operator of warehouses and business parks, specializing in last-mile logistics real estate. Established by Blackstone in 2019, the company connects consumption, technology, and the supply chain...
For contractors
Local area
Link Logistics Real Estate
Indianapolis, IN
4 days ago
Property Manager
$53.55k
...Location : 1919 N. Meridian Street, Indianapolis, IN 46202, IN Job Type: Full-Time Job Number: 00008 Department: ASSET MANAGEMENT Division: Management Opening Date: 07/11/2025 Closing Date: 11/30/2026 12:00 AM Eastern Position Summary...
Full time
Work experience placement
Work at office
Local area
Indianapolis Housing Agency
Indianapolis, IN
16 hours ago
Senior Internal Auditor
...opportunities to influence business processes, contribute to risk management initiatives, and help drive continuous improvement across the... ...Experience within a Big 4 accounting firm, internal audit consulting practice, or a complex multinational organization is preferred...
Full time
For contractors
Work at office
Worldwide
The AES Corporation
Indianapolis, IN
16 hours ago
Financial Counselor
...psychiatric experience preferred. Must have strong written and verbal skills; ability to deal effectively with all levels of hospital management and the public. Must be able to demonstrate average to high math skills. Prior experience with on-line Admission/Billing system...
Local area
Monday to Friday
Flexible hours
Horizon Health Corporation
Greenwood, IN
2 days ago
Assistant Controller
...general ledger activities, account reconciliations, accruals, and financial reporting. Assist with budgeting, forecasting, and management reporting. Partner with operations and leadership teams to improve financial visibility and decision-making. Support...
Full time
Local area
LHH
Indianapolis, IN
16 hours ago

Do you want to receive more vacancies?

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