Private Wealth Advisor
WealthBridge Financial Group
WealthBridge Financial Group is seeking a results-oriented Private Wealth Advisor 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 Private Wealth Advisor 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. Requirements- 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.
- 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
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Private Wealth Advisor in New Albany, IN vacancy
- WealthBridge Financial Group is looking for a Private Wealth Advisor in New Albany, Indiana. You'll work closely with clients to provide tailored financial strategies, leveraging your expertise in wealth management. The ideal candidate has a Bachelor's degree in finance...Private
- A leading financial services firm in Louisville is seeking a Private Client Advisor to provide comprehensive financial planning and exceptional investment solutions. This role requires at least 2 years of experience in financial advising, focusing on client acquisition...Private
$80 - $110 per hour
Micro1 is seeking a Personal Financial Advisor (Private Wealth) for a contractor position, offering $80 - $110 hourly pay. In this remote role, you'll apply your financial expertise to help shape next-generation AI systems in finance. Your responsibilities include delivering...PrivateRemote jobHourly payFor contractors$17 - $29.75 per hour
...referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively...PrivateFull timeImmediate startOld National Bank
Louisville, KY18 days ago$50 - $58 per hour
...quality, real-world input. Key Responsibilities: Design technically demanding finance prompts and tasks that mirror investment banking, private equity, and corporate finance complexity Develop gold-standard solutions in Excel and PowerPoint to set objective benchmarks for AI...PrivateRemote jobContract work- ...Description Job Description One of the largest and oldest financial institutions in The Ohio Valley has an opening for a Private Wealth Advisor (PWA) . This is an exclusive opportunity with a top-rated financial institution, offering unparalleled resources and on-...PrivateTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
- ...ecosystem leadership inside and outside of the branch as a COI. Works across a broad range of ecosystem partners, including PNCWM, PNC Private Bank, Business Banking and Mortgage. Identifies the resource or team of resources best equipped to meet client needs and introduces...PrivateFull timeTemporary workPart timeWork experience placementWork at officeShift work
PNC
Louisville, KY3 days ago - ...of support without sacrificing your autonomy. Our clinicians enjoy: Clinician-Owned: Independent group—no outside ownership or private equity. Full-time clinicians have the opportunity to become an owner. Autonomy & Work-Life Balance: We believe in empowering physicians...PrivateFull timeFor contractorsNight shift
ApolloMD
New Albany, IN14 days ago - JPMorgan Chase is seeking a Private Client Advisor to join their team in Louisville, Kentucky. In this role, you will provide comprehensive financial planning and advice to clients, focusing on building strong relationships and delivering personalized investment solutions...
- J.P. Morgan Chase is seeking a Private Client Advisor in Louisville, Kentucky, to deliver comprehensive financial planning and advice to clients. In this role, you will build strong client relationships and provide personalized investment solutions. Qualified candidates...
- JPMorgan Chase is seeking a Private Client Advisor to join our team in Louisville, Kentucky. This role involves providing comprehensive financial planning and investment solutions, building relationships with clients, and educating them on banking technology. The ideal...
- J.P. Morgan Chase is seeking a Private Client Advisor for their Chase Wealth Management division in Louisville, Kentucky. The role involves offering comprehensive financial planning and advice to clients, building a book of business, and delivering personalized investment...
- ...of support without sacrificing your autonomy. Our clinicians enjoy: Clinician-Owned: Independent group—no outside ownership or private equity. Full-time clinicians have the opportunity to become an owner. Financial Transparency & Profit-Sharing: Enjoy financial clarity...PrivateFull timeFor contractorsShift workNight shift
ApolloMD
New Albany, INa month ago - J.P. Morgan Chase is seeking a Private Client Advisor for their Wealth Management team in Louisville, KY. This role involves offering comprehensive financial planning and advice tailored to each client’s needs, while demonstrating a commitment to diversity and delivering...
- ...application or recruiting process, please send a request to ****@*****.*** learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: Skills and Requirements Experience as a MA Team...Private
Insight Global
New Albany, IN2 days ago - ...Specialist based in Louisville, KY. The role involves managing the loan process from application to booking while partnering with banking advisors and various teams to ensure efficiency. Ideal candidates will have lending experience along with the ability to engage with...PrivateWork at office
- Milton Hershey School, a cost-free private residential school for pre-K through 12th grade, is seeking dedicated House Parents to join our Education, Training & E-Learning team. House Parents live in student homes and provide a safe, structured, and nurturing environment...PrivateLive in
Milton Hershey School
Louisville, KY6 days ago - ...support without sacrificing your autonomy. Our clinicians enjoy: Clinician-Owned: Independent group no outside ownership or private equity. Full-time clinicians have the opportunity to become an owner. Autonomy & Work-Life Balance: We believe in empowering physicians...PrivateFull timeNight shift
ApolloMD
New Albany, IN5 days ago - ...Assistant | New Albany, IN A well-established full-service public accounting and business consulting firm, serving public companies, private businesses, and not-for-profits is seeking an Administrative Assistant to join their team. Their mission is to help clients achieve...PrivateWork at office
BCI - Brokerage Consultants Inc
New Albany, IN3 days ago - ...portals and document management systems. Experience managing underwriting conditions and coordinating loan closings. Exposure to private lending or real estate investment lending environments. Education High School Experience 2 to 5 years in mortgage processing, real...PrivateTemporary workWork experience placement
- ...their growing team. This role requires a strong commitment to professional ethics and responsibilities for assigned audit areas on private and nonprofit entities. Ideal candidates will have CPA certification and at least 3 years of recent auditing experience. The position...Private
- Republic-Bank- is seeking a Private Banking Assistant Banking Officer in Louisville, Kentucky. This role involves facilitating loan requests and servicing, handling clients' loan applications, and maintaining compliance with banking standards. Candidates should have 2-3...PrivateWork at office
- ...limited to acute care facilities/hospitals, and skilled/assisted/independent living facilities, residential or day care facilities, or private residences. Collects and validates insurance information, confirming coverage eligibility and authorized length of stay. The...PrivateWork experience placementRemote work
Traditions Management
Clarksville, IN5 days ago $160k - $225k
...swallowing difficulties. The consultations are delivered utilizing a mobile unit pictured on our website. Various facilities, private offices, and homebound patients have physicians and speech language pathologists who request swallowing studies from a mobile office...PrivateFull timePart timeWork at officeNight shiftBaumer Medical Inc.
New Albany, IN3 days ago- ...Clarksville Rehabilitation Hospital is a brand new startup with 40 private patient suites and set to take its first patient June 15th, 2026. Position Summary The Case Manager, in collaboration with the physician, provides individual program management for each patient...Private
Clarksville-Rehabilitation-Hospital
Clarksville, IN5 days ago - ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Wealth Management, you will be based in Louisville, KY. PNC Wealth Advisors deliver tailored advice and strategic...Full timeTemporary workPart timeWork experience placementWork at office
PNC Financial Services Group
Louisville, KY4 days ago $25 - $36 per hour
...certifications, equipment, or other “up front” costs as a condition of hire. Similarly, we do not request pictures of documents or IDs to private phone numbers or email addresses. If in doubt, please call or visit your closest Tradesmen office to verify the request. Click...PrivateWork at officeDay shiftTradesmen International, LLC
Clarksville, IN27 days ago- ...the most exciting brands in the country and they're driving the industry's innovations in customer experience. Retail Is The #1 Private-Sector Employer In The Country If you're seeking to make an impact from the start of your career, spark impressive change, learn...PrivateFlexible hours
- ...presentation and replenishment standards, etc. Promote company programs (i.e., customer loyalty program participation, warranty sales, private label credit card enrollment, etc.). Adhere to established policies and procedures related to safety, loss prevention and...PrivateHourly pay
DICK'S SPORTING GOODS INC
Clarksville, IN2 days ago - ...one of the largest, most respected independent CPA & Business Consulting firms in the region. Monroe Shine is committed to serving private businesses, their owners, individuals, and nonprofit entities through our mission to help every client achieve their highest level...PrivateLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Advisor. Be the first to apply!
Related searches
- associate corporate finance New Albany, IN
- financial planner New Albany, IN
- estate planning consultant New Albany, IN
- financial counselor New Albany, IN
- financial consultant New Albany, IN
- financial associate New Albany, IN
- financial planning assistant New Albany, IN
- financial advisor associate New Albany, IN
- financial planning associate New Albany, IN
- financial advisor New Albany, IN