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
- .... 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 financial...Suggested
- ...Financial Advisor — Established Book Required ($40M+ AUM) This opportunity is intended for established Financial Advisors only. To be considered, you must have: (1) a minimum of $40 million in current, transferable client assets under management, (2) a clean U4 with no...SuggestedFull timePart timeWork at officeWork from homeMonday to Friday
- ...Company Description ClientFirst Strategy, Inc. is a financial services firm dedicated to providing personalized, client-centered advice and long-term wealth strategies. The organization focuses on understanding each client’s unique financial goals and designing tailored...SuggestedFull time
- ...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...SuggestedFull timeWork 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....SuggestedFull timeWork at officeFlexible hours
$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...Full timePart time- ...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
$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Essentials®, Series 6, Series 7, Series 63, and moreCertified Financial Planner® licensing supportFully company-funded retirement package and...Full timeContract workFor contractorsWork at office- ...Description Our firm is rapidly expanding, and we are looking for financial advisors to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients,...Start working today
$110k - $130k
...Financial Advisor Our Boca Raton office is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client's expectations. Our team members work together to meet company...Full timeTemporary workWork at officeFlexible hours$55k - $130k
...Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices ready to scale-not settle. We deliver a distinctive experience that blends growth opportunity with deep support-helping advisors build...Flexible hours- ...Relationship Banker to represent our Chase Branch, delivering hospitable service and using banking solutions to help clients with financial needs. You will build and retain meaningful client relationships and provide thoughtful solutions to simplify customers' lives. The...
- ...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...
- Jovia Financial Credit Union in Plainview, NY is seeking a Part-Time Member Service Representative/Personal Banker. The role focuses on delivering exceptional member service, discussing banking products, and performing teller-like transactions with accuracy. Join a not-...Part timeFlexible hours
- Jovia Financial Credit Union in Plainview, NY is hiring a Member Service Representative / Personal Banker to serve members, cross-sell suitable products, and process transactions with accuracy. You will engage with members to understand financial needs and provide services...Part time
- ...in New York. You will acquire, manage, and retain client relationships, and use our banking solutions and digital tools to address financial needs while delivering friendly, consultative service. The role requires a service-first mindset, exceptional communication,...
$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...Full timeWork at officeFlexible hours- Job DescriptionSUMMARY: This Junior Securities Credit Analyst is part of a group that manages the credit process and procedures for fixed income securities portfolio for BankUnited. This position helps the Director of Investment Portfolio Credit & Performance to create ...Full timeWork experience placement
- ...Job Description 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...Work at officeFlexible hours
$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$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ..., Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company‑funded retirement package and...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...Full timeRelocation$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Description Join 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 by Forbes as...
- ...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
$120k
...obtain necessary licenses (SIE, Series 63, Series 7) About Company We help individuals, families, and businesses secure their financial futures through a wide range of insurance, investment, and retirement solutions. Our culture emphasizes collaboration,...Work at office- ...approval circulation and to present packages to the required level of credit authority.Ensure that the bank is in possession of current financial information and that the information has been properly analyzed and on file. Monitor and report changes in credit quality.Bears...
$70k - $80k
...operationally minded, always looking to improve how things work, and motivated to move the ball forward. You will work alongside a Senior Financial Analyst and a Senior Staff Accountant, reporting directly to our Head of Finance and Operations. This is a hands-on generalist...Full timeSummer workWork at officeRemote work$70k - $100k
...management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique...Full timeTemporary workWork at officeFlexible hours$90k - $120k
...goals, and exceptional client service is a top priority for us. We are seeking a Paraplanner to assist with building and amending financial plans for our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a...Full timeWork at officeMonday to Friday
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planner. Be the first to apply!
- associate corporate finance Melville, NY
- estate planning consultant Melville, NY
- financial counselor Melville, NY
- financial advisor associate Melville, NY
- financial planning assistant Melville, NY
- financial advisor Melville, NY
- financial planner Melville, NY
- financial advisor training program Melville, NY
- jde finance consultant Melville, NY
- finance associate Melville, NY






