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. 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. 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 WealthBridge Financial Group
- ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilitie sProvide...Suggested
- ...Overview First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles...SuggestedHourly payMinimum wageFull timeTemporary workFor contractorsTraineeshipInternshipWork at officeLocal areaHome office
- ...Financial AdvisorAt Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the...SuggestedWork at office
$45k - $100k
...Financial Advisor OpportunityJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Financial AdvisorJob Category: Wealth ManagementLocation: On site at 400 Meridian St N, Huntsville, AL 35801, USAFull-TimeJob DetailsDescriptionAs... ...Other financial certifications strongly encouraged.Excellent consultative sales skills, with demonstrated business development track...SuggestedWork at office
$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 officeWork from homeHome officeFlexible hours- ...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 payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...to support the meaningful work of community oncologists and the patients we serve. Job Description: Job Purpose The purpose of the Financial Counselor is to meet with new and established patients and discuss possible options and plans for their financial responsibilities...Work at office
- Direct message the job poster from Prudential Financial Business Development Manager at Prudential We are looking for Experienced Advisors... ...type Full-time Job function Job function Finance, Sales, and Consulting Industries Financial Services and Investment Management...Full timeLocal area
- ...participate in STEM OPT for this position.Job DescriptionConsults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently...Full timeTemporary workPart timeWork experience placementWork at office
$69.4k - $121.4k
...what makes us different and how you can make your mark as a FP&A Financial Analyst at MMA. Marsh McLennan Agency (MMA) provides business... ...America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional...Minimum wageLocal areaRemote workNight shift- ...licenses: SIE, Series 7, Series 66 Manage and deepen relationships with a book of 100-130 households Deliver high-touch client experience Develop and present financial plans Provide investment recommendations and create portfolio allocations #J-18808-Ljbffr pearlrecruiterFull timeWork experience placement
$61.9k - $141k
...contributions, provide you with opportunities and choices, and support your total well-being. Our offerings include health, life, disability, financial, and retirement benefits, as well as paid leave, professional development, tuition assistance, work-life programs, and dependent...Full timeContract workPart timeWork at officeLocal areaRemote work- ...Reporting to the COO, this leader will oversee a finance and accounting team of approximately seven and take ownership of day-to-day financial operations, reporting, forecasting, compliance, and process improvement. Responsibilities Lead accounting, financial...Contract workInterim roleWork at officeImmediate start
$39.6k - $46.88k
...responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create meaningful personal connections with customers while processing...RelocationFlexible hours- ...is seeking a Relationship Banker I to deliver outstanding customer service on the cash line and by phone, helping customers meet financial goals and navigate banking options. You will build relationships, handle routine transactions, and promote digital banking while supporting...
- ...to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal...Work experience placementWork at office
- ...with a strong selling mindset to support deposits, loans, and fee-based services. The role emphasizes relationship building and consultative service through its on-boarding program and rotations in Operations and Sales & Service. The selected candidate will complete training...
$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- ## Financial Advisor - PNC Wealth ManagementApplylocations: Governors Drive (AL141)time type: Full timeposted on: Posted Todayjob requisition... ...in STEM OPT for this position.# **Job Description*** Consults on investment and insurance strategies, as well as the development...Full timeTemporary workPart timeWork experience placementWork at office
- ...Administration, and a variety of other Government organizations and private industry customers. Perks of being a team member owner Long-term financial security Higher job satisfaction Greater job security Personal and professional growth Great company culture Other outstanding...Contract workFor contractorsWork at office
- ...Specialists to meet complex needs. This role emphasizes building trust, proactive referrals, and offering tailored education and guidance to help clients optimize their financial decisions. Weekend and evening hours may be required. #J-18808-Ljbffr JPMorgan Chase & Co.Weekend workAfternoon shift
- ...position that works closely with executive leadership, finance, communications, and external investors to communicate the company's financial performance and business strategy.Key ResponsibilitiesPrepare quarterly earnings presentations, press releases, investor...Permanent employmentFull timeRemote workRelocation
- FMS Program Security Analyst VTG is seeking an FMS Program Security Analyst in Huntsville, AL. What will you do? Serve as an FMS analyst responsible for developing and managing the execution of case lines as assigned for their respective country. Responsibilities...Work at office
$100k
Loan Officer - Alabama (All)Huntsville, AL, USA20,000-300,000 per year We offer multiple compensation packages based on candidates desire (salary plus commission and commission only)Base + CommissionFull TimeFull benefits package, 401(k), Potential for growth and promotion...Work at officeRemote work- ...or other convenient locations to collect and analyze customer financial information, advise customers on the risks and benefits of various... ...basis to develop leads and build relationships with New Home Consultants and prospective/current Travel to and participate in builder...Full timeLive inLocal areaFlexible hoursAfternoon shift
- ...Banking.For a fully confidential conversation about this exciting opportunity, please reach out to me directly!Denise FairSearch Consultant gpac - Banking ****@*****.*** qualified applicants will receive consideration without regard to race, age, color...
$132k - $148k
...Secret clearance is required prior to employment. About Seneca Resources At Seneca Resources , we’re more than just a staffing and consulting firm - we’re your career partner. With offices across the U.S. and clients ranging from Fortune 500 corporations to federal...Full time- ...community involvement Lead client conversations as a trusted financial advisor, offering tailored banking solutions Analyze and... ...opportunity, please reach out to me directly! Denise Fair Search Consultant gpac - Banking Division ****@*****.*** All...Local area
- ...customers. The Teller works on the front line of our operations, performing a variety of transactions to assist customers with their financial needs. Essential Duties and Responsibilities Receives and accepts deposits and loan payments, confirming accuracy of transaction...Full timeWork experience placementShift work
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