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
$85.5k - $146k
...and Compliance, Oversight, Brokerage Operations, Multi-Asset and Product Management to provide greater depth and breadth around the financial advice we provide our clients with. This individual will work with advisors to develop personalized financial plans for clients as...SuggestedFull timeLocal areaRemote work1 day per week- ...Job Description 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...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
Colorado Springs, CO1 day 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, CO2 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...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
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, CO17 hours ago $61k - $119k
...Financial Advisor Opportunity 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...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Colorado Springs, CO2 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, CO17 hours ago $145k - $155k
Position Summary Odyssey Systems has an exciting new opportunity for a Mission Delta 2 (MD 2) Systems Financial Planner/Analyst supporting the U.S. Space Force’s MD 2 Space Domain Awareness (SDA) Mission.MD 2 leads SDA operations with current SDA programs of record,...Full timeContract workTemporary workFor contractorsWork experience placementLive outWork at officeRemote workFlexible hours2 days per week1 day per week$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 hoursNorthwestern Mutual Life Insurance Company
Colorado Springs, CO1 day 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, CO17 hours ago $97k - $192k
...insurance 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...Work at officeLocal areaWork from homeFlexible hoursPogue Region - Modern Woodmen of America
Colorado Springs, CO17 hours ago- ...Northwestern Mutual is seeking College Financial Representatives for their internship program in Colorado Springs, CO. Interns will build an integrated financial planning practice with guidance from experts and earn performance-based earnings. Responsibilities include...Full timeInternshipFlexible hours
Northwestern Mutual
Colorado Springs, CO2 days ago $85.6k - $128.4k
RELOCATION ASSISTANCE: No relocation assistance availableCLEARANCE REQUIRED FOR START: YesCLEARANCE TYPE: Top SecretTRAVEL: Yes, 10% of the TimeDescriptionAt Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people...Full timeRemote workRelocationShift work$80k - $90k
...make a career transition and follow their passion of becoming a Financial Advisor. Role Description As an Advisor Development Program-... ...success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate...Interim roleLocal areaImmediate startShift workDay shiftBank of America
Colorado Springs, CO1 day ago- ...is anticipated to remain open for 30 days, from 30-Jul-2026. The posting may close early due to the volume of applicants. 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...Full timeTemporary workFlexible hours
Edward Jones
Colorado Springs, CO4 days 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, CO1 day ago - Job Duties Open and close a variety of consumer and business deposit accounts Accept cash and checks for deposit; check accuracy of deposit transaction Identify customer, validate and cash checks Record transactions promptly, accurately and in compliance with bank procedures...
Waypoint Bank
Colorado Springs, CO1 day ago $20.67 - $31.25 per hour
...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts.... ...of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required) Comfortable...Hourly payWork experience placementDay shiftKey Bank
Colorado Springs, CO1 day ago$22 - $23 per hour
...product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being... ...-JH1 Who we are We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we...Local areaFlexible hoursAfternoon shiftUMB Bank
Colorado Springs, CO1 day ago$19 - $23 per hour
...initial interview). This is a great fit for a customer-focused go-getter who enjoys building relationships, helping people with their financial needs, and being a key part of a supportive branch team. Pay: $19–$23/hour Location: Colorado Responsibilities Greet customers and...Switchboard Hiring
Colorado Springs, CO4 days ago$20 - $24.5 per hour
...Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential...Hourly payFull timeTemporary workWork at officeAcademy Bank
Colorado Springs, CO17 hours ago- Paul Mitchell The School Colorado Springs is seeking a qualified Financial Aid Leader. Financial Aid Leader Role The Financial Aid Leader creates and implements a customer‑focused financial aid plan that supports the Paul Mitchell Schools' culture, the admissions process...Work at office
- Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs Personally creating sales opportunities by calling leads, visiting...Afternoon shift
Jobtailor
Colorado Springs, CO17 hours ago $116.2k - $194k
Overview AMERICAN SYSTEMS is seeking an Information Systems Security Analyst III, with 7 - 10 years experience and a TS/SCI Clearance to support The North American Aerospace Defense Command (NORAD), Cheyenne Mountain Complex (NCMC) -Integrated Tactical Warning/Attack...Contract work- The SOC Analyst’s primary function is to provide comprehensive Computer Network Defense and Response support through 24×7×365 monitoring and analysis of potential threat activity targeting the enterprise. This position will conduct security event monitoring, advanced analytics...Remote work
General Dynamics Information Technology
Colorado Springs, CO4 days ago $80k - $150k
...SummaryKey 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, CO1 day ago- Company: Sugpiat Defense Program: Missile Defense Agency (MDA) Employment Type: Full‑Time Position Overview Sugpiat Defense is seeking an experienced Information Security Analyst to support the Missile Defense Agency (MDA) in Colorado Springs, Colorado. The selected candidate...Full timeContract work
Akhiok-Kaguyak, Inc. / Sugpiat Family of Companies
Colorado Springs, CO17 hours ago $116.2k - $194k
Overview AMERICAN SYSTEMS is seeking our Next Risk Manager! As the Risk Manager on the NISSC 3 program, you will lead the identification, assessment, tracking, and reporting of program risks, issues, and opportunities. You will develop and drive mitigation strategies...Contract work- ...ability to prioritize and multi-task Knowledge of various reverse mortgage loan products General knowledge of credit reports and financial assessment including residual income calculations Ability to adapt to market changes Knowledge of the mortgage loan process...
Benchmark Mortgage
Colorado Springs, CO1 day ago - ...inquiries and referrals that are generated from your contacts * Conduct interviews with prospective borrowers in order to analyze financial and credit data * Marketing, promoting, and selling Company's loan products * Negotiate rates and terms * Define and...
Cornerstone Capital Bank
Colorado Springs, CO17 hours ago
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