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 WealthBridge Financial Group
$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 hoursNorthwestern Mutual
Colorado Springs, CO4 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
Colorado Springs, CO5 days ago- ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command
Colorado Springs, CO2 days ago - Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products.As a Financial Advisor...SuggestedWork at officeFlexible hours
Bankers Life
Colorado Springs, CO4 days ago - ...Opportunity for advancement ~ Training & development ~ Vision insurance The Pogue Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the...SuggestedWork at officeLocal areaWork from homeFlexible hours
Pogue Region - Modern Woodmen of America
Colorado Springs, CO2 days ago $61k - $119k
...Education 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...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Group
Colorado Springs, CO3 days ago- ...Financial Advisor role at First Command Financial Services, Inc. 4 days ago - Be among the first 25 applicants Job Description Financial Advisor careers at First Command: shaping positive financial behaviors since 1958. 9 out of 10 of our Financial Advisors are veterans...Hourly payMinimum wageFull timeFor contractorsInternshipWork at officeLocal areaHome office
First Command Financial Services
Colorado Springs, CO4 days ago - Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through one-...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- The Student Financial Services (SFS) Counselor provides comprehensive financial aid counseling and administration for prospective and current students and families, helping them understand college affordability, financial aid eligibility, application requirements, and available...Work experience placement
- ...efficiency, estate planning, risk management, and private opportunities. This coordinated approach ensures each aspect of a client's financial life is managed with intent and long-term purpose. Team members collaborate to deliver thoughtful, customized solutions rather...Full timeWork at officeImmediate start
Sela Capital Group
Colorado Springs, CO4 days ago - ...investment related tasks Providing direct support to other advisors and staff in daily aspects of client service, advising, and financial planning Assist with business development efforts Coordinating timely investment process of new client accounts within...Work experience placementWork at office
Altus Wealth Group LLC
Colorado Springs, CO2 days 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...
Thrivent
Colorado Springs, COmore than 2 months ago - ...About This entry-level position is designed for individuals who are passionate about financial planning, love to learn, and want to grow into an accomplished Financial Advisor. You’ll be part of a collaborative three-advisor team supporting each client: The Chief Advisor...
Carlson Financial
Colorado Springs, CO4 days ago $60k
...Choose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally, and financially. FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL Are you looking for more fulfillment from your career? Are you starting to...Full timeWork experience placementFlexible hoursNorthwestern Mutual
Colorado Springs, CO24 days ago$78.7k - $155.1k
...Deloitte Finance Transformation team practices to help chief financial officers, controllers, and finance teams define and execute their... ...for this role ends on 12/30/2026.Work You’ll Do As a Consultant, Controllership on the Government & Public Services Controllership...Local areaDeloitte
Colorado Springs, CO2 days ago$80k - $90k
...Financial Planning Assistant Location: Colorado Springs, CO or Denver, CO (In-Office, Monday–Friday) Compensation: $80,000-$90,000 + bonus opportunities + full benefits We're hiring a Para-Planner on behalf of our client—a growing wealth management firm...Full timeTemporary workWork at officeMonday to FridayLinkedIn
Colorado Springs, CO1 day ago- ...features. Direct message the job poster from Modern Woodmen of America 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...Full timeLocal area
Modern Woodmen
Colorado Springs, CO5 days ago $80k - $90k
...Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth management and... ...your success.Grow your business knowledge by using a defined consultative approach to systematically identify client needs and...Interim roleWork at officeLocal areaImmediate startDay shiftBank of America
Colorado Springs, CO5 days ago$96k - $120k
...success of the Sales FP&A team, providing a high degree of proficiency in analyzing accounting data, identifying and communicating financial risk, and working cross functionally with accounting and finance departments to resolve issues affecting the line of business P&L....Full timeWork experience placementFlexible hoursShift workWorld Wide Technology
Colorado Springs, CO1 day ago$25 - $26.77 per hour
...Bank Of America Financial Center Representative At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities...Hourly payWork at officeFlexible hoursShift workWeekend workDay shiftBank of America
Colorado Springs, CO5 days ago$22.03 per hour
...experience.Applications will be accepted through October 13th, 2026.Requirements:Three years' experience working for a bank or other financial institution preferred.Equivalent of a bachelor's degree.Experience in direct customer service roles and sales experience is...Central Bancompany
Colorado Springs, CO3 days ago$25 - $38.46 per hour
...the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial... ...of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required)...Hourly payWork experience placementFlexible hoursDay shiftRKM Insurance Services Inc
Colorado Springs, CO3 days ago- ...Job Description Job Description Paul Mitchell The School Colorado Springs is seeking a qualified Financial Aid Leader to join our family! With over one hundred schools nation-wide, Paul Mitchell Schools is growing faster than ever. Our "One Size Fits All" and "Be Nice...Work at office
Paul Mitchell Schools
Colorado Springs, COmore than 2 months ago $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 timeFor contractorsInternshipLocal areaFlexible hours$80k - $117k
...spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. Role Summary As a Financial Consultant in Personal Investors, you consult with individual investors to develop a plan of action for their financial needs. You will...Full timeTemporary workWork experience placementLocal areaImmediate startRemote work1 day per weekT. Rowe Price Associates
Colorado Springs, CO2 days ago$80k - $150k
...Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing... ...client relationships. Gather information from the client and consult with appropriate team members to recommend banking, borrowing...Work at officeLocal areaFlexible hoursNight shiftKeyCorp
Colorado Springs, CO4 days ago$18 - $20 per hour
...holidays (4 floating holidays, prorated based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial...Work experience placementLocal areaMonday to FridayOneMain Financial
Colorado Springs, CO5 days ago- ...will embrace you. Open up opportunities with HPE.Job Description:The Opportunity Consultants team is responsible to directly support pursuit and Sales teams in the account strategy, financial evaluation, risk assessment, pricing and Terms/Conditions negotiation required...Full timeWork experience placementWork at officeLocal areaImmediate start2 days per week
Hewlett Packard Enterprise
Colorado Springs, CO1 day ago $25 - $26.77 per hour
...Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- JPMorgan Chase is seeking a Private Client Banker in Branch Banking to be the primary contact for a select group of affluent clients and other customers. You will manage full banking relationships, proactively expanding client balances and generating growth by soliciting...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
- financial advisor associate Colorado Springs, CO
- financial planning associate Colorado Springs, CO
- financial consultant Colorado Springs, CO
- finance associate Colorado Springs, CO
- financial planning administrator Colorado Springs, CO
- associate corporate finance Colorado Springs, CO
- financial planner Colorado Springs, CO
- financial planning assistant Colorado Springs, CO
- financial advisor training program Colorado Springs, CO
- financial counselor Colorado Springs, CO