Financial Consultant
WealthBridge Financial Group
Overview 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. Responsibilities Engage with clients to understand their financial objectives and risk tolerance. Provide tailored financial advice and strategies that align with clients' goals. Leverage financial tools and analytics to assess client needs and develop action plans. Collaborate with a network of industry experts and access to resources to serve clients effectively. 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
- ...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...Suggested
WealthBridge Financial Group
Green Bay, WI2 days ago $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...SuggestedWork at officeUnavailable
De Pere, WI4 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 advisor...SuggestedContract workFor contractorsWork at officeNorthwestern Mutual
De Pere, WI13 hours ago- ...Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. Financial Advisor is responsible for managing existing client relationships and formulating and implementing advice. They are also expected...SuggestedBank staffWork at officeLocal area
Nicolet National Bank
Green Bay, WI4 days ago - Are you ready to take your financial services expertise to an environment where you’re valued and supported? Are you seeking a career where your potential is limitless? Whether you’re a seasoned professional or looking to launch your career in financial services, Lakeshore...SuggestedRemote workFlexible hours
- ...At Laura Mossakowski LLC, we're dedicated to empowering clients with financial clarity and confidence. As a licensed Financial Services Associate, you'll play a pivotal role in guiding clients toward their financial goals. You'll be part of a dynamic team that values innovation...Work at office
Bighorn Law
Green Bay, WI13 hours ago - ...Description At Laura Mossakowski LLC, we're dedicated to empowering clients with financial clarity and confidence. As a licensed Financial Services Associate, you'll play a pivotal role in guiding clients toward their financial goals. You'll be part of a dynamic team...Work at office
Laura Mossakowski LLC
Green Bay, WI1 day ago - ...believe that our people are our most valuable asset, and we are committed to investing in their growth and development. The Associate Financial Advisor is responsible for managing existing client relationships and formulating and implementing advice. They are also expected...Work at officeLocal area
Nicolet National Bank
Green Bay, WI4 days ago $41.5k - $65.5k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a...Contract workPart timeLocal areaImmediate startDay shiftBMO U.S.
De Pere, WI3 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
Green Bay, WI1 day ago- ...What you’ll do Drive business growth by identifying, developing, and expanding client relationships through proactive outreach and consultative selling. Serve as a strategic connector across business lines to deliver seamless cross‑sell opportunities and a boutique client...Full time
- ...At Fortifi Bank, our Credit Analysts are responsible for analyzing current credit data and financial statements of individuals and businesses to determine the degree of risk involved in extending credit for use in the loan decision-making process.At Fortifi Bank, we do...
Priority Dispatch
Green Bay, WI13 hours ago - ...information obtained from members and prepares analyses/loan presentations for new and renewing loan requests. Analyzes corporate financial statements and tax returns, personal tax returns, and personal financial statements. This includes assessing cash flow, balance sheet...Work experience placementWork at officeWork from home
- ...matter what industry you're joining us from. Service, accuracy, organization - you'll get to do it all in this role as you expand your financial services expertise. If you crave a work environment that has life-friendly hours, a community-centered vibe, and is a place where...Work at officeMonday to FridayDay shift
Community First Credit Union
De Pere, WI4 days ago - ...will: Assists retail bankers in screening customer loan applications to determine loan eligibility by compiling personal financial data daily. Log in required initial loan documents and review for compliance, discrepancies, and omitted data and follow up for...Self employmentLocal area
Nicolet National Bank
Green Bay, WI5 days ago - ...other duties as assigned. Qualifications: ~ High School Diploma or equivalent ~1-2 years of positions held within the financial banking industry. ~ PC, phone system, general office equipment ~ Proficient in using the suite of Microsoft Office systems to...Work at officeLocal area
Nicolet National Bank
Green Bay, WI4 days ago - ...the fast-paced world of short-term lending at Dollar Loan Center! As a Loan Processor, you’ll help customers meet their short-term financial needs. You will review applications, verify information, and fund the loan! You’ll help customers every step of the way, whether...Temporary workWork at office
Dollar Loan Center
De Pere, WI2 days ago $17 - $22.96 per hour
...interaction. In this front-line role, you’ll process transactions accurately, identify opportunities to meet customer needs, and promote financial solutions that help our clients achieve their goals. Grow your banking knowledge while contributing to a team that values...Hourly payNight shiftAssociated Banc-Corp
Green Bay, WI4 days ago- ...direct deposit, ACH, payroll deduction, wire transfers, and safe deposit boxes.Concentrates on building financial relationships with members, using a consultative approach. Discusses special promotions, and makes member referrals to Member Service Representatives, Mortgage...Work at officeNight shift
Capital Credit Union
Green Bay, WI4 days ago - ...direct deposit, ACH, payroll deduction, wire transfers, and safe deposit boxes.Concentrates on building financial relationships with members, using a consultative approach. Discusses special promotions, and makes member referrals to Member Service Representatives, Mortgage...Work at officeNight shift
Capital Credit Union
De Pere, WI1 day ago - ...credit union serving more than 130,000 members at over 20 locations. We take pride in being a progressive, member-owned, full service financial institution dedicated to serving the community. We offer a great team environment, competitive salary and an excellent benefit...Temporary workPart timeFlexible hours
Fox Communities Credit Union
De Pere, WI4 days ago $72k - $90k
...high-performance teams? Join WWT today! What is the Solutions Consulting & Engineering (SC&E) Team and why join? Solutions Consulting... ...(MO & IL), Employee Assistance Program, Wellness program Financial Benefits: Competitive Pay, Profit Sharing, 401k Plan with Company...Full timeRemote workFlexible hoursShift workWorld Wide Technology
Green Bay, WI2 days ago- Company Description Primerica is a leading provider of financial products and services in North America, headquartered in Duluth, GA... ...solutions. Daily responsibilities include conducting client consultations, preparing and reviewing financial proposals, processing applications...Full timeLocal area
- ...health outcomes, risk identification, loss prevention, and claims management to support patient care quality and address potential financial, physical, and reputational risks. Identifies high-risk areas and performs proactive risk assessments and mitigation strategies....Work at office
Advocate Health
Green Bay, WI1 day ago - Job Description Job Description Direct Rate Home Loans has partnered with the team at Attorney Backed Agents and is looking for Full-Time - Experienced Loan Officers Direct Rate Home Loans is growing, and we’re looking for experienced, motivated Mortgage Loan Officers...Full time
Attorney Backed Agents
Green Bay, WI10 days ago - Job Description As a Vice President, Commercial Loan Officer you will be in charge of evaluating loan applications and documentation by confirming credit worthiness, improve loan applications and documentation by informing applicant of additional requirements and ...Local areaFlexible hours
gpac
Green Bay, WI4 days ago $75k - $100k
...Financial Services Agent Farmers Insurance $75,000$100,000+ Potential | Commission-Based | Statewide Opportunity Farmers Insurance is seeking motivated Financial Services Agents to help customers pursue their financial goals through life insurance, retirement, and financial...Full timeFor contractorsWork at officeFarmers Insurance - District 3450
Green Bay, WI2 days ago$50k - $100k
...Financial Services Representative - State Farm Agent Team Member As a Financial Services Representative - State Farm Agent Team... ...knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options....For contractors- ...applicants: Investigate loan applicants’ finances to determine the financial risks associated with a potential client, adhering to lending... ...the quality of purchases within the established guidelines. Consult and negotiate with dealers regarding financial transactions, payment...Work experience placementMonday to Friday
- ...automotive dealerships from Green Bay, WI, with remote work options and extensive travel. The role requires strong industry knowledge, financial acumen, and proven client relationship experience. The successful candidate will drive sales, manage risk, and collaborate with...Remote work
Westlake Services, LLC
Green Bay, WI4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
- estate planning consultant Green Bay, WI
- financial consultant Green Bay, WI
- finance associate Green Bay, WI
- financial associate Green Bay, WI
- financial planning administrator Green Bay, WI
- financial counselor Green Bay, WI
- wealth advisor Green Bay, WI
- jde finance consultant Green Bay, WI
- financial planning assistant Green Bay, WI
- financial planning associate Green Bay, WI