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
- ...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
Lakeshore Financial Group
Green Bay, WI1 day ago - ...Overview The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities...Suggested
Tri-State Wealth Advisors of Prudential Advisors
Green Bay, WI5 days ago - ...About the Role LearnLux is looking for a Financial Planner located in Puerto Rico to join our team on a contractor basis. Leveraging the LearnLux digital experience you will work directly with employees based in Puerto Rico to provide them with unbiased, holistic financial...SuggestedFor contractorsLocal areaRemote work
LearnLux
De Pere, WI1 day ago - ...Health is looking for a full-time Patient Account Representative in Green Bay, Wisconsin. This role involves counseling patients on financial options and establishing payment arrangements while maintaining respectful relationships. The ideal candidate will have strong...SuggestedFull time
Prevea Health
Green Bay, WI1 day 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...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
De Pere, WI4 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...Work at officeUnavailable
De Pere, WI1 day ago- ...Thrivent Financial is seeking a financial advisor in Green Bay, Wisconsin. In this role, you'll build a financial practice, empowering clients with purpose-based advice and connecting them to Thrivent's products. You will enjoy unlimited earning potential through commissions...
Thrivent Financial
Green Bay, WI3 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...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Green Bay, 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 areaUnavailable
De Pere, WI2 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
De Pere, WI2 days ago- ...processing transactions and addressing customer needs. Identify opportunities to recommend products and services that support customers' financial wellness. Open new accounts and build lasting relationships through personalized service. Partner with specialists across...
Associated Trust Company, NA
De Pere, WI2 days ago $41.71k - $65k
...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 shiftBank of Montreal
Green Bay, WI4 days ago$17 - $28.96 per hour
...exceptional service, and learn the skills to grow your banking career. In this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands-on experience,...Hourly payImmediate startAssociated Banc-Corp
De Pere, WI3 days ago$17 - $28.96 per hour
...exceptional service, and learn the skills to grow your banking career. In this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands-on experience,...Hourly payImmediate startAssociated Banc-Corp
De Pere, WI2 days ago- ...Financial Analyst Job Title: Financial Analyst Job Type: Full-time or Part-time, Contract Location: Remote Job Summary In this role, you’ll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and...Full timeContract workPart timeRemote work
Micro1
Ashwaubenon, WI4 days ago - ...underwriting requests for credit extensions to new and existing commercial loan clients. The right credit analyst will perform detailed financial analysis for all lending opportunities, prepare credit approval and modification requests for presentation to loan committee by...Temporary workInterim roleLocal area
gpac
Green Bay, WI2 days ago - ...A leading financial services company in Green Bay is looking for motivated individuals to join as independent agents. You will receive comprehensive training, flexible work schedules, and support to help achieve your career goals while assisting clients. Ideal candidates...Remote workWork from homeFlexible hours
Recooty
Green Bay, WI2 days ago - We currently have a career opportunity at our Main Street branch in Green Bay for a Part-Time Teller (20 hours/week)! The Teller creates a positive first impression and establishes strong member relationships, processes member transactions, and assists members with account...Temporary workPart timeFlexible hours
Fox Careers Page
Green Bay, WI4 days ago - ...based on research and analysis. Essential Duties And Responsibilities Reviews credit application Establishes lines of credit Conducts financial analysis including 3 rd party report review Makes recommendations to the Manager of Credit. Prioritizes credit reviews for...
The Bay Family of Companies
Green Bay, WI1 day ago - ...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, WI1 day 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
Howard, WI2 days ago$17 - $22.96 per hour
...Teller 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 payPart timeNight 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, WI1 day ago - ...Processor, You 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, WI4 days ago - ...investigations, and provides assistance to the Commercial Lenders as requested. Responsibilities Spread and make interpretive analysis of financial statements, to include historical analysis and financial forecasting using the Baker Hill Statement Analyzer software; analyze...Work experience placementLocal area
Nicolet National Bank
Green Bay, WI4 days ago - ...Step into a role where your analytical instincts and financial curiosity drive smarter business decisions. As a Credit Analyst at Green Bay Packaging, you’ll dive deep into credit data, collaborate with teams across the country, and help shape smart, risk-aware decisions...Work at office
Green Bay Packaging
Green Bay, WI2 days ago - Loan Officer Company: NEW Cornerstone Mortgage Our Mortgage Loan Officers serve as the primary point of client contact, initiating the mortgage process for client and potential clients, and preparing, analyzing, and verifying mortgage loan applications. Seniority level...Full time
NEW Cornerstone Mortgage
Green Bay, WI5 days ago $17 - $22.96 per hour
...customer transactions while following all policies and procedures. Identify customer needs and refer them to colleagues for additional financial solutions. Promote current offers, products, and services that benefit customers. Answer questions and resolve customer concerns...Hourly payNight shiftAssociated Trust Company, NA
Green Bay, WI1 day ago- ...Job Description Job Description Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll...
- ...from our daily interactions to how we treat our guests – even in our extensive associate benefits and programs. Job Summary Title: Financial Analyst Reports To: Financial Planning & Analysis Director Under the direction of the FP&A Director, the Financial Analyst will...Hourly payWeekly payFull timePart timeWork at officeImmediate start
Festival Foods
De Pere, WI2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
- financial planner Green Bay, WI
- financial planning associate Green Bay, WI
- associate corporate finance Green Bay, WI
- wealth advisor Green Bay, WI
- financial consultant Green Bay, WI
- jde finance consultant Green Bay, WI
- financial advisor Green Bay, WI
- finance associate Green Bay, WI
- financial planning administrator Green Bay, WI
- financial associate Green Bay, WI