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
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Colorado Springs, CO1 day ago- ...Time and a half) How You Will Make an Impact: The Patient Financial Counselor plays a vital role in in managing the financial... ...patients eligible to proceed with ART care, provide ART Financial Consult, and obtain payments prior to care, in accordance with Care Center...SuggestedFull timeTemporary workWork at officeLocal areaMonday to FridayFlexible hours
Colorado Center for Reproductive Medicine
Colorado Springs, CO3 days ago - ...Position Summary Provides certified financial counseling and instruction to Service members and eligible clients throughout the military-to-civilian transition process. The Financial Counselor helps clients understand their current financial condition, identify risk...SuggestedHourly payFull timeRelocation
Horizon Strategies
Colorado Springs, CO17 hours ago - ...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 $55k - $65k
Readiness Delivered. At Kratos, we encourage an entrepreneurial spirit balanced with discipline. We work hard, and take care of our customers, employees, and families. Recognized as thought leaders in our industry, we are motivated by creating and delivering innovative...SuggestedWork at officeKratos Space Training & Cyber
Colorado Springs, CO3 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...Work at office- 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
$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$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, CO5 days ago$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 timeFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Colorado Springs, CO1 day 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$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 timeContract workFor contractorsWork at officeRemote workRelocationShift work$65k - $80k
...candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our...Work experience placementWork at officeLocal areaD.A. Davidson
Colorado Springs, CO3 days ago- ...Merrill Advisor Development Program - Financial Advisor: Mountain Plains Market Boulder, Colorado;Lincoln, Nebraska; Colorado Springs... ...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
Bank of America
Colorado Springs, CO5 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, CO12 days ago $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 timeContract workFor contractorsInternshipLocal areaFlexible hours$23.75 - $29.03 per hour
...Description At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition...Temporary workLocal areaU.S. Bank
Manitou Springs, CO3 days ago- gTANGIBLE Corporation is seeking an Activity Security Representative II to provide multi-disciplined security support for Air Force SAP/SCI activities at a Colorado Springs facility. Responsibilities include handling classification reviews, document control, mail processing...
gTANGIBLE
Colorado Springs, CO2 days ago $22 - $23 per hour
...and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. UMB's branches offer many opportunities...Local areaFlexible hoursAfternoon shiftUMB
Colorado Springs, CO1 day 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 placementDay shiftKeyCorp
Colorado Springs, CO3 days 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.ResponsibilitiesGreet customers and process transactions accurately 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 timeWork at officeAcademy Bank
Colorado Springs, CO2 days ago$45.38k - $75.63k
...Certification(s)LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.Language AssessmentsNo Required or Preferred Language AssessmentsPay TransparencyBase Salary: $45,37...Full timeTemporary workPart timeWork at officePNC
Colorado Springs, CO4 days ago- ...and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy.UMB's branches offer many opportunities to...Local areaFlexible hours
UMB
Colorado Springs, CO1 day ago - 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, CO5 days 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, CO2 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 placementDay shiftKey Bank
Colorado Springs, CO2 days ago- ...UMB Bank in Colorado Springs is seeking a Personal Banker who builds customer relationships and recommends financial solutions to help clients achieve their financial well-being. You will grow product knowledge through training and work closely with leaders for mentorship...
UMB Bank
Colorado Springs, CO3 days ago $18.96 per hour
...Applications will be accepted through August 31st, 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, CO4 days ago- ...their status or position. Minimum Requirements High school diploma or equivalent Desired Skills Previous banking, cash handling or financial service experience 6+ Months of demonstrated successful sales experience Bilingual language skills Passionate and motivated self-...Flexible hours
Community Banks of Colorado
Colorado Springs, CO3 days ago
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