Financial Consultant
Wealthbridge-Financial-Group
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. 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 is looking for a results-oriented Financial Consultant in Omaha, Nebraska. You will engage clients to understand their financial objectives and provide tailored advice and strategies. This role emphasizes financial expertise, collaboration...Suggested
- Financial & Business Consultant Location: Omaha Metropolitan Area Role Description This is a full-time on-site role for a Financial & Business Consultant. The consultant will be responsible for analyzing financial data, creating financial models, developing business strategies...SuggestedFull time
- Wealthbridge Financial Group in Omaha is actively seeking a Financial Consultant who will help clients navigate their financial objectives by providing tailored advice and strategies. In this role, you'll employ your financial expertise to deliver comprehensive solutions...Suggested
$17.93 - $29.89 per hour
...Location: Heartland Oncology & Hematology Pay Range: $17.93 - $29.89 Job Description Summary: A Financial counselor serves as the liaison between the patient and the practice by coordinating payments, assistance, monitoring patient balances, and streamlining communication...SuggestedWork at officeImmediate startRemote workMonday to Friday$16.42 - $23.19 per hour
...Job Summary and Responsibilities As our Financial Counselor, you will play a critical role in realizing CommonSpirit Health's mission by assisting patients with the financial aspects of their healthcare journey. This position is responsible for ensuring patients understand...SuggestedWork at office$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- ...Health vision and mission by the creation, implementation and maintenance of an effective workflow to assist our patients with the financial responsibility of healthcare. This job is responsible for assisting patients by providing information to patients who require...
$36k - $75k
...Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative...TraineeshipHome office$60k - $70k
...Overview Outstanding Financial Advisor Opportunity with Local Regional Firm. This Jobot Job is hosted by Shane Bennett. Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume. Salary $60,000 - $70,000 per year Why join us? Advisory...Permanent employmentLocal areaRemote work$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...Full timeContract workFor contractorsWork at office- ...Financial Advisor What we do is not just a job – it is a passion. Renaissance Financial is a comprehensive financial strategies firm with locations in St. Louis, Overland Park, Omaha, Phoenix and Salt Lake City. Our Mission: Using creative business and personal planning...Flexible hours
$45k - $100k
...anticipated to remain open for 30 days, from 14-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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$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...Work at officeWork from homeHome officeFlexible hours- ...provide expert advisory and compliance services in Accounting, Financial, Tech, M&A, and Talent. We don’t just offer services; we... ...Employment type Full-time Job function Job function Finance and Consulting Referrals increase your chances of interviewing at Lutz by 2x...Full timeTemporary workWork at office
$50 - $85 per hour
We are seeking a skilled Financial Planner to help individuals and families achieve their financial goals through comprehensive planning. In this role, you’ll analyze clients’ financial situations, create personalized plans, and guide them through implementation. If you...Hourly payWork at officeRemote workFlexible hours- Thrivent Financial in Omaha, NE is seeking a Financial Advisor to provide expert financial advice with heart. You'll help clients achieve financial clarity, build lasting relationships, and have control over your income through commissions and incentives. As a member of...
- Financial Representative Role As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals... ...tailored financial solutions. Key Responsibilities Client Consultation: Engage with clients to understand their financial goals, aspirations...Work from homeVisa sponsorshipFlexible hours
- 5 days ago Be among the first 25 applicants Direct message the job poster from Prudential Financial Business Development Manager at Prudential Advisors We are looking for Experienced Advisors to join our Team in the Omaha area. You've built a successful practice and now...Full time
- Northwestern Mutual is looking for a Financial Advisor in Omaha, Nebraska, to help clients reach their financial goals through personalized planning. This role offers the chance to grow a client base and manage their financial needs, emphasizing entrepreneurial ambitions...
- WealthBridge Financial Group is looking for a results-oriented Financial Consultant to join their team in Crescent, Iowa. The ideal candidate will engage with clients to understand their financial goals and provide tailored advice, encompassing investment opportunities...
- A financial services firm in Omaha seeks a Financial Advisor to help clients with financial planning. The role offers comprehensive training, an entrepreneurial environment, and the potential for high earnings based on performance. Candidates should have a Bachelor's degree...
$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 timeContract workFor contractorsInternshipLocal areaFlexible hours$125k - $145k
...clients’ needs first and with a sense of urgency. Wealth Advisors take a holistic planning first approach to fulfilling clients’ financial goals. They do this by first listening to and understanding each client’s unique complexities and desires, before acting. The Wealth...Temporary workLocal area$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 hours- ...Herzing University in Omaha seeks a Customer Service professional to assist diverse students in navigating the financial aid process. The role involves guiding students and providing counseling on funding options. This position offers onboarding support and opportunities...Remote work
- ...& Dismemberment insurance. Flexible Spending Plan. Health Savings Account. Fertility coverage assistance. Adoption and surrogacy financial assistance. Nine Paid Holidays per calendar year. Flexible paid vacation leave. 1 hours of paid sick leave accrued for every 30 hours...Work at officeLocal areaFlexible hours
- ...Northwestern Mutual in Omaha, NE is seeking College Financial Representatives for their internship program. Interns will build a financial planning practice, network with experts, and gain crucial skills in financial literacy and sales. Ideal candidates are full-time students...Full timeInternshipFlexible hours
- Cobalt Credit Union in Omaha is seeking a Universal Banker for its 36th & Q Branch. In this role, you will advise members on financial goals, handle cash, and provide excellent customer service. The ideal candidate should have a high school diploma or GED and at least two...
$90k
A leading credit union in Nebraska is seeking a Mortgage Loan Officer to promote and sell mortgage products while providing exceptional customer service. The ideal candidate will have experience in mortgage lending regulations and a college degree in a related field. This...Full time$131.46k - $225.36k
...the primary advisor to high-net-worth and ultra-high-net-worth clients, delivering tailored wealth strategies that drive long-term financial success. You'll lead client relationships end-to-end, partnering with internal specialists to provide integrated solutions across...
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