Financial Consultant
WealthBridge Financial Group
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. 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 Deomonstrated 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 WealthBridge Financial Group
$61k - $119k
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- ...Interpersonal & Relationship Skills Desire to build a business for yourself but not by yourself Strong work ethic Coachable Desire to help others Have or willing to obtain a state Life/Health Insurance License, SIE, Series 7 & Series 66 #J-18808-Ljbffr Frey Consulting GroupSuggested
- ...excellent career opportunity for you. WestPac is a wealth management firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their future to create a lasting impact on their wealth potential. We help...Suggested
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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 make an impact in the lives of the people you serve, helping them build, grow...Base plus commissionFull timeWork at officeLocal areaMonday to Friday$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 office$1,000 per month
12939 E Pinecroft Way 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...Full timeFor contractorsInternshipLocal areaFlexible hours- ...Financial Solutions Advisor Registration Candidate- Columbia South Basin Seattle, Washington;Spokane, Washington; Spokane, Washington... ...success. ~ Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs...Work at officeImmediate startMonday to FridayShift workDay shift
$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 area- ...Financial Advisor (CFA or CFP) Required Skills financial planning budgeting retirement planning debt management risk management cfp certification... ...as Financial Advisor, Wealth Advisor, or Personal Financial Consultant. Expertise in budgeting, cash flow analysis, debt management,...For contractorsRemote work
$28.85 - $33.65 per hour
...Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities... ...success. Grow your business knowledge by using a defined consultative approach with clients to identify needs and appropriate...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- ...Regional Field Recruiter at Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help...Local area
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...life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients... ...your success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview As an Associate Financial Advisor, you’ll work...Work experience placementWork at officeWork from home
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...to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation....Local areaMonday to FridayFlexible hours$22 - $27 per hour
...offering appropriate products and services, and responding to inquiries in a timely manner.Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs.Make recommendations and follow...Immediate start$81.5k - $130k
Job Responsibilities Alert Monitoring & First-Line Response: Serve as first-line response for cybersecurity alerts (EDR, SIEM) and external threat‑intelligence notifications, triaging and acting on them per established response workflows and escalating when appropriate...Full timeTemporary workMonday to FridayFlexible hoursShift workWeekday work- A leading financial services firm in Spokane is seeking a Relationship Banker to manage client relationships and provide tailored banking solutions. You will use your strong sales experience and communication skills to create memorable client experiences while helping them...
- Chase is a leading financial services firm. As a Relationship Banker in a Chase Branch, you will welcome clients, build trust, and offer thoughtful financial solutions to help them meet goals. You will manage assigned clients, meet them in person or by phone, educate on...
$23.98 - $35.98 per hour
...which are in compliance with bank and regulatory compliance. Provides support to Loan Officers in preparation of loan documents, financial statement and loan analysis. The pay range for this position is: $23.98 to 35.98 per hour. Principal Responsibilities and Duties...Hourly payFull timeTemporary workPart timeWork at officeLocal areaVisa sponsorshipWork visa$250k
Job Title PRMG is Built by Originators for Originators. There is a reason why PRMG is consistently voted one of the best places to work. We focus on the areas that make an Originator successful and have an unmatched Culture. We look forward to helping you succeed as an...Work at officeHome office- ...Successful Candidate Attributes: • Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3-5 units per month...Remote work
$27.34 - $41.01 per hour
...About The Role Provides support to Loan Officers by preparing loan documents, analyzing customer financial statements, tax returns, budgets, and other financial data. Performs ratio, industry benchmark, historical, and budget to actual comparative analysis. Prepares loan...Hourly payFull timeTemporary workPart timeBank staffWork at officeLocal areaVisa sponsorshipWork visa$17 per hour
3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. GardaWorld is shaping the future of cash management! We provide solutions across the whole cash supply chain, including secure transportation, Cash Management, Cash...Full timeImmediate start$35.63k - $200k
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About The Role The Consumer Loan Processor is responsible for gathering, analyzing and interpreting supporting information for consumer loan applications. The position prepares Consumer loans for Approval, Counteroffers, Denials. This position will ensure loans are compliant...Hourly payFull timeTemporary workPart timeWork at officeLocal areaVisa sponsorshipWork visa- ...team as an Executive Assistant / Paraplanner. This hybrid role is ideal for an individual with moderate to advanced experience in a financial services, accounting, or law firm. The successful candidate will help manage daily operations while also providing high-level...Work experience placementWork at officeFlexible hours
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