Financial Planner
WealthBridge Financial Group
WealthBridge Financial Group is seeking a results-oriented Financial Professional 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 Professional 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 advanced training support First in class marketing team #J-18808-Ljbffr WealthBridge Financial Group
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$20.53 - $34.23 per hour
...service in alignment with the bank's mission by engaging clients with professionalism, confidence, and a strong understanding of their financial needs. Expected Work Hours 40 Job Description Responsibilities include but are not limited to: Focus on growing...SuggestedFull timePart time- ...service. Maintain strong knowledge of all bank products and services, effectively educating customers and cross-selling to meet their financial needs. Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate...SuggestedWork at office
$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...SuggestedFull timeInternshipLocal areaFlexible hours- ...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships... ...pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable...SuggestedWork experience placementWork at officeLocal areaFlexible hours
- ...Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle....Work at officeFlexible hours
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- TD Bank in Plainview, NY is seeking a banking professional to help clients achieve their financial goals through consultative engagement and personalized solutions. The role emphasizes risk-aware banking, strong product knowledge, and disciplined execution to deepen client...
- ## Financial Advisor Associate - Bethpage, NYPostulerremote type: Sur placelocations: Bethpage, New Yorktime type: Temps pleinposted on: Publié il y a 7 jour(s)time left to apply: Date de fin : 3 juillet 2026 (Il reste 12 jours pour postuler)job requisition id: R\_14799...Temporary workTraineeshipWork experience placementCasual workWork at office
$24k
Forest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor. This is a HYBRID position. Candidates must live in the New York Metropolitan Market. Office space is located in New York City,...Permanent employmentContract workLive inWork at officeFlexible hours- ...Advisor : A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin...Summer workWork at officeLocal areaVisa sponsorshipFlexible hours
- ...Entry-Level Financial RepresentativeJoin Eastern Advisory Group as an entry-level financial representative and step into a role where your career can truly flourish. You'll be part of a team backed by over 175 years of stability, working with a Fortune 500 company recognized...
$55k - $75k
...At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward...Full timePart timeWork at office$55k
...Calling all career-changers , recent grads , and motivated professionals ! Northwestern Mutual is growing our team of financial representatives. The Abbass Agency welcomes applications from highly successful individuals to join our network office. A career...Work at officeFlexible hours- ...assignedEDUCATION:Bachelor's degree in Finance, Accounting, Economics, or a related field.EXPERIENCE:3+ years of experience in FP&A, financial analysis, consulting, or investment banking, ideally with exposure to consumer products, apparel, or a multi-channel retail...Full time
- ...a rewarding career with an organization that truly believes our people and our culture are the heart of our success. We are Jovia Financial Credit Union . Our name evokes joy, a feeling of optimism, trust, and “banking on the bright side”. We are a new kind of credit union...Full timePart timeFor contractorsFlexible hours1 day per week
- ...Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals...Work at office
$50k - $125k
...Financial Advisor (Wealth Management)$50,000 - $125,000 a year Why Join Us? Stop searching for a job and start a career in Wealth Management. At Aegis Capital, we provide the platform, the mentorship, and the products—you provide the drive. We offer a conflict-free...Relocation$1,000 per month
...Northwestern Mutual College Financial Representative Internship 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- The Personal Banker SAFE Act at Citi is an entry level role that supports sales and service activities with the customer service team to foster customer loyalty and grow sales with individual consumers. Responsibilities include handling small business referrals, coaching...
- Citigroup Inc. is seeking an entry-level Personal Banker to support sales, products and services in collaboration with the customer service team. The goal is to foster relationships with individual consumer clients to build loyalty and help increase sales. Responsibilities...
$17 - $29.75 per hour
...values. Responsibilities The Relationship Banker builds and strengthens client relationships by delivering personalized financial advice and solutions. This role focuses on understanding client needs, providing guidance, and connecting clients to the full range...- ConnectOne Bank in Glen Head, NY is hiring a Banking Relationship Specialist to acquire, retain, and expand client relationships for business and consumer customers, aligned with the bank's Client First culture. You will open accounts, educate clients on products, handle...
$41.25k - $68.75k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Temporary workWork experience placementWork at office- ...our brand with hospitality while using banking solutions and fintech to empower clients. Build lasting relationships, understand financial needs, and tailor solutions to help clients manage their money more effectively. You will educate clients on Chase Mobile, Chase....
- Citi in Garden City, NY is seeking an entry-level Personal Banker SAFE Act to support sales and service activities with the customer service team, building loyalty and growing relationships with individual consumer clients. Responsibilities include handling borrowing...
$66.3k - $70k
Jovia Financial Credit Union is seeking a Wealth Advisor to deliver comprehensive financial services within a fast-paced environment. Candidates should have a minimum of two years of investment sales experience, maintaining necessary licenses, and proficient in Microsoft...Work at office- WealthBridge Financial Group in Hicksville, NY is seeking motivated Financial Professionals to build and manage customized client portfolios. You will work closely with individuals, families, and business owners to design wealth strategies and grow your own book of business...Traineeship
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