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
$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
Shreveport, LA14 hours ago$80k - $250k
...A financial advisory firm is seeking a Senior Financial Advisor in Shreveport, LA. This role involves providing tailored financial advice, understanding clients' needs, and recommending appropriate financial products. Ideal candidates will have over 3 years of experience...SuggestedMagnolia Wealth
Shreveport, LA1 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
Shreveport, LA2 days ago$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
Shreveport, LA3 days ago$58.44k
...This position will provide personal financial services at assigned military installations. Primary responsibilities include the full... ...may include, but are not limited to, one–on–one counseling, consultation with a commander or with another provider or staff, conducting...SuggestedContract workTemporary workWork experience placementWork at officeMagellan Federal
Bossier City, LA1 day 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‑on...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command
Shreveport, LA2 days ago - ...Magellan Federal is seeking a Personal Financial Counselor for Barksdale AFB, LA. The ideal candidate will provide comprehensive personal financial services to military service members and their families, including one-on-one counseling and educational workshops. Applicants...
Magellan Federal
Bossier City, LA1 day ago - ...Financial Planner Training Class Your Gateway to Financial Planner Excellence Duration: 12 Weeks Format: Hybrid Training (In-Person + Online Components if located outside of Lafayette but must live in Louisiana). Investment: Comprehensive Career Development...Full timeLive inVisa sponsorship
Magnolia Wealth Strategies
Shreveport, LAmore than 2 months 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Shreveport, LA4 days ago- ...Northwestern Mutual is offering an internship for College Financial Representatives in Shreveport, Louisiana. This program provides students with the opportunity to build a financial planning practice, gain exposure to industry tools and develop essential skills. Ideal...Full timeInternship
Northwestern Mutual
Shreveport, LA4 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 timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Shreveport, LA3 days ago$43.68k
...client navigate our latest tools or empowering them to reach their financial goals, you are the face of an exceptional, human-centric... ...and security in their daily financial lives.**The First-Line Consultant** You aren’t just answering questions; you’re identifying needs...Permanent employmentFull timePart timeLocal areaRemote workFlexible hoursShift workCapital One Group
Shreveport, LA14 hours ago- ...Description Job Description Job Summary : Provides assistance to students applying for enrollment to Remington College and offering financial assistance options. Essential Duties and Responsibilities: Adheres to all Company policies and procedures, and operates...Remote work
Remington College
Shreveport, LA6 days ago - ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You... ...and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust...Afternoon shift
$41.51k
...Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals...Full timeFlexible hours- ...our Dream Manager program, one-on-one guidance from a nationally certified health and wellness coach, and free access to certified financial professionals who are here to help you plan for your future. If you're looking for a career that empowers you to make...Contract workBank staffWork at officeLocal areaImmediate startFlexible hoursNight shift
- ...the job posting. SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting...Full timeTemporary workWork at office
$44.91k
...Relationship Banker Team Lead is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial...Full timeLocal areaFlexible hours- Public Trust: BI Full 6C (T4) Requisition Type: Regular Your Impact Own your opportunity to support the missions that matter. From working with technologies like AI, cyber and cloud to careers in intelligence and health, we offer endless opportunities to apply...Work experience placementWork from homeFlexible hours
General Dynamics Information Technology
Bossier City, LA1 day ago - ...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
Caliver Beach Mortgage, LLC
Shreveport, LA1 day ago - ...policies and procedures. Performs other related duties as assigned. Qualifications Three or more years of teller experience with a financial institution. High school diploma or equivalent. Competent computer skills and use of standard office equipment. Ability to meet,...Work at officeNight shift
Red River Credit Union
Shreveport, LA3 days ago - Bank Teller Provides service to bank customers by conducting appropriate transactions and meeting the needs of customers. Essential duties and responsibilities include the following. Other duties may be assigned. Perform paying and receiving transactions satisfactorily...Night shift
- ...nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US. Loomis prides itself on providing employees with opportunities for career...Full timeFlexible hoursShift work
- ...managing titled units. Oversee and maintain loan files for customers. Monitor and update the loan system to ensure customer financial data is current and that collateral is secured. Key items tracked include mortgages, title policies, UCC filings, lien cards, collateral...Work at officeLocal areaRemote work
- ...all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity... ...and maintains good relationships with customers. Exhibits consultative skills to provide recommendations based on financial analysis...Work experience placementLocal areaImmediate startRelocation
- ...coordinates activities of workers engaged in receiving and paying out money and keeping records of transactions in banks and similar financial institutions by performing the following duties. Essential Duties and Responsibilities Assigns duties and work schedules to...
- ...private equity portfolio companies, investment firms, and institutional corporate finance teams. We are seeking an exceptional FP&A Financial Analyst , preferably a CFA Charterholder or CFA candidate , who can turn financial and operating data into decisions. This is not...
American Screening Corporation
Shreveport, LA2 days ago - ...decisions to create superb returns for our investors. About the Role We are looking to add depth to our finance department by hiring a Financial Analyst. The ideal candidate is currently a Financial Analyst in the oil and gas industry and lives in the Shreveport-Bossier City...
Maven Royalty Partners
Shreveport, LA4 days ago - Actively seeks opportunities to originate new loan business with new and existing customers. Evaluates customer needs to recommend the best consumer loan and voluntary product solutions. Completes loan applications, proposals and offers for new borro Customer Service, ...
Republic Finance
Shreveport, LA14 hours ago - Teller/Universal Banker The person in this position will be responsible for various retail banking duties, customer service/new accounts and teller work. Duties will include but are not limited to: Hands on day to day work in the teller or customer service representative...
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