Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Consultant

WealthBridge Financial Group

Job Overview 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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Oklahoma City, OK vacancy
  •  ...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.... 
    Suggested

    WealthBridge Financial Group

    Edmond, OK
    1 day ago
  •  ...About the job Financial Consultant (Remote) Achieve Balance and Impact with a Part-Time Financial Consulting Role About Us: We’re a trusted financial services company dedicated to helping clients build and protect their wealth. With licenses across the U.S., Canada... 
    Suggested
    Extra income
    Part time
    Remote work

    Melius Consulting

    Oklahoma City, OK
    17 hours ago
  •  ...Job Description Job Description Position: PeopleSoft Financials Consultant Location: Oklahoma City, OK Duration: 12+ months Interview: Video + In Person Our client is looking for 3 PeopleSoft consultants for a long-term contract. This is also an immediate... 
    Suggested
    Long term contract
    Immediate start

    DEW Softech Inc

    Oklahoma City, OK
    7 days ago
  •  ...paced ever changing environment. Ability to remain calm and professional in high pressure/stressful situations regarding patient financial and medical conversations. Ability to work with minimal supervision and make independent decisions. Reliable transportation as may... 
    Suggested
    Work experience placement
    Work at office
    Local area
    Immediate start

    Ochsner Health

    Oklahoma City, OK
    3 days ago
  •  ...Job Description Join our team as a Patient Financial Advisor at the INTEGRIS Health 5300 Building, in Oklahoma City, OK. INTEGRIS Health...  ...physical demand and/or respiratory fit test requirements. Please consult the Physical Demands Project SharePoint site or contact Risk... 
    Suggested
    Work at office

    INTEGRIS Health

    Oklahoma City, OK
    4 days ago
  • $97k - $192k

     ...Opportunity for advancement Training & development Vision insurance The Mallett 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 office
    Local area
    Work from home
    Flexible hours

    Mallett Region - Modern Woodmen of America

    Oklahoma City, OK
    1 day ago
  •  ...Financial Counselor II – Responsibilities The Financial Counselor II provides financial guidance and support to patients by reviewing insurance coverage, estimating patient financial responsibility, and assisting with payment arrangements and financial aid applications... 

    Jobtailor

    Oklahoma City, OK
    1 day ago
  • $60k - $80k

     ...Financial Representative Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life.... 
    Local area

    Modern Woodmen

    Oklahoma City, OK
    4 days ago
  • $97k - $192k

     ...income ranging from $97,000 to $192,000+, commensurate with experience and outcomes Exclusive training/development with experienced financial services professionals An environment and culture of mutual support and growth Attainment of prestigious credentials and... 
    Work at office
    Local area
    Work from home
    Flexible hours

    Mallett Region - Modern Woodmen of America

    Oklahoma City, OK
    17 hours ago
  • # Financial AdvisorMV Investment Advisors Building - West Tisbury, MA 02575## OverviewSalary Range$79,261.88 - $89,174.09 Salary## DescriptionThis is a Full-time in person Position located in West Tisbury, Ma **Position Summary:** Responsible for developing new and maintaining... 
    Full time
    Work at office

    Martha's Vineyard Bank

    Oklahoma City, OK
    3 days ago
  •  ...Thrivent Financial is seeking financial advisors in Oklahoma City to provide expert advice while helping clients build and protect their financial well-being. The role emphasizes building long-term relationships and provides unlimited earning potential through commissions... 
    Flexible hours

    Thrivent Financial

    Oklahoma City, OK
    1 day ago
  • Join to apply for the Financial Advisor role at First Command Financial Services, Inc. Financial Advisor Careers at First Command Shaping Positive Financial Behaviors since 1958 9 out of 10 of our Financial Advisors are veterans or military spouses. With 165+ offices... 
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    For contractors
    Traineeship
    Internship
    Work at office
    Local area
    Home office

    First Command Financial Services, Inc.

    Oklahoma City, OK
    4 days 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 pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First-Command-Financial-Services

    Oklahoma City, OK
    4 days ago
  • $60k - $75k

     ...individuals with a strong focus on sales to join our firm as Financial Advisors (FA) (Financial Planners) . This is a top-tier position...  ...is spent on administrative tasks such as writing plans or consulting with the team. Oversee client issues and guide the team to ensure... 
    Full time
    Local area
    Monday to Friday
    Flexible hours
    Afternoon shift

    Retirement Income Blueprints

    Oklahoma City, OK
    17 hours ago
  •  ...with the world. Find out what makes you Modern Woodmen material and start your journey toward a career worth sharing. Our licensed financial services professionals maintain control over what they make, and how they spend their time. You will work hard. You will earn and... 
    Permanent employment
    Full time
    Work experience placement

    Modern Woodmen of America

    Oklahoma City, OK
    17 hours ago
  • Job Description Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having... 

    6AM City, LLC

    Oklahoma City, OK
    2 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

    UNAVAILABLE

    Oklahoma City, OK
    1 day ago
  • $100k - $250k

     ...established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized macroeconomic...  ...BrokerCheck). Entrepreneurial mindset with a commitment to a consultative, relationship-first planning process. Compensation &... 
    Work at office
    Local area

    Strategic People Advisors

    Edmond, OK
    3 days ago
  • $89.71k

    Applications will be accepted until position is filled - Apply on-line. *At the option of the hiring official, a candidate will be placed in one of the following levels based on education, experience, knowledge, skills, and behaviors required. SUMMARY - Senior Information...
    Full time
    Work experience placement
    Work at office
    Night shift
    Weekend work
    Afternoon shift
    Weekday work

    Western Farmers Electric Cooperative

    Moore, OK
    1 day 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... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Oklahoma City, OK
    6 days ago
  •  ...client relationships by providing high-level customer service, proactively identifying strategic investment opportunities, and driving financial planning by gathering and analyzing data to create robust financial plans that meet clients’ financial goals.PRINCIPAL DUTIES AND... 

    Stride Bank, N.A.

    Oklahoma City, OK
    3 days ago
  • $90k - $160k

     ...practice specializes in providing strategic, operational, and financial advice to private equity firms and other over‑performing or transitioning...  ...the Turnaround & Restructuring client service teams. Execute consulting engagement tasks, including financial modeling, client... 
    Work experience placement
    Currently hiring

    LE001 Berkeley Research Group, LLC

    Oklahoma City, OK
    17 hours 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 time
    Internship
    Local area
    Flexible hours

    Unavailable

    Oklahoma City, OK
    1 day ago
  • $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 time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Oklahoma City, OK
    2 days ago
  •  ...Senior Associate, Gaming and Hospitality Financial Advisory RSM's Accounting and Finance Consulting (AFC) practice's National Gaming and Hospitality group is seeking a Senior Associate to join our team. We have worked solving unique finance and operational issues within... 

    RSM

    Oklahoma City, OK
    2 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 time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Oklahoma City, OK
    4 days ago
  • $20.54 - $29.42 per hour

     ...a Customer Service position focused on assisting a diverse student population. In this role, you will guide students through the financial aid process, providing counsel on funding options. The position offers an onboarding training program and growth opportunities through... 
    Hourly pay
    Work at office
    Remote work

    Herzing University

    Oklahoma City, OK
    3 days ago
  •  ...A prominent financial services provider is looking for a Financial Advisor in the Advisor Development Program. In this role, you will build relationships with high-net worth individuals, understand their needs, and provide tailored investment advice. Candidates should... 
    Work at office

    Bank of America

    Oklahoma City, OK
    4 days ago
  •  ...Our client is a fast-growing independent financial services practice based in Westborough, MA. They provide comprehensive wealth management services that cover all aspects of clients’ financial lives, including financial planning, investment management, estate planning... 

    Lead Advisor

    Oklahoma City, OK
    10 days ago
  •  ...stronger support, better technology, and a clearer path toward building long-term enterprise value. If that sounds familiar, Strategic Financial Concepts may be exactly what you've been looking for. Why Experienced Advisors Make the Move Many successful advisors eventually... 
    Remote work

    Career Headhunter LLC

    Edmond, OK
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!