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
$41.71k - $65k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a...SuggestedPart timeLocal areaImmediate startDay shift- ...processing transactions and addressing customer needs. Identify opportunities to recommend products and services that support customers' financial wellness. Open new accounts and build lasting relationships through personalized service. Partner with specialists across...Suggested
$17 - $28.96 per hour
...exceptional service, and learn the skills to grow your banking career. In this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands‑on experience,...SuggestedHourly payImmediate start$51.8k - $95.9k
...Water Street Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with... ...partnership with members of the client relationship team to apply a consultative sales process and continually enhance the client experience....SuggestedContract workPart timeLocal area- ...Position Overview The Patient Financial Counselor plays a vital role in assisting patients with financial resources to eliminate barriers to care while optimizing revenue for the organization. This position connects patients to available financial assistance programs,...SuggestedWork at office
- ...Global Power Components is a privately held, financially sound, growing manufacturer of UL heavy gauge steel fuel tanks, trailers, large generator enclosures, and modular metal enclosures for housing fully equipped electrical distribution and control equipment. As a result...
- ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities Provide...
$65k - $85k
...Financial Advisor Apply Here Who We Are Retirable is a mission‑driven fintech headquartered in New York with a growing advisor hub... ...with peace of mind. Responsibilities Conduct financial planning consultations with warm inbound prospects who’ve requested a consultation....Work at officeMonday to FridayWeekday 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...Work 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...Full timeContract workFor contractorsWork at office$45k - $100k
...is anticipated to remain open for 30 days, from 30-Jan-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- ...Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset...Temporary workMonday to FridayShift workDay shift
- ...Join our team which is committed to the delivery of the highest quality health care service. We are seeking a Patient Financial Counselor who is self‑motivated, energetic, and a take‑charge individual. Responsibilities Assist clients with applying and understanding the...Work at office
$17 - $28.96 per hour
...exceptional service, and learn the skills to grow your banking career. In this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands-on experience,...Hourly payImmediate start$90k - $120k
...Job Description: Our client is a fee-only boutique wealth management firm. They are seeking a Financial Advisor to join their growing team. Their services include industry innovations such as Career Asset Management, Elder Life Planning, and Caring Hearts Conversations...Flexible hours$100k
...Drake & Associates is a respected financial planning firm in Waukesha, WI, committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning with our 'One Plan, One Coach' approach and seek a driven...Local area- ...About DBHW Wealth Partners DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial direction for those who dedicate their lives to educating and serving the public. Our mission is to provide...Full timeTemporary workWork at office
- ...Financial Aid Counselor Position Title: Financial Aid Counselor Reports To: Director of Financial Aid & Veterans Services Department: Financial Aid & Veterans Services Employment Status: Full-time Pay Months: July-June Position Summary: The position of...Full timeWork at officeAfternoon shift
$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- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...Work at officeShift workDay shift
- ...Overview With deep roots in Wisconsin and commitment to community values, Johnson Financial Group is known for helping clients navigate both banking and wealth needs with a relationship-driven, local approach. This opportunity offers the chance to join a respected...Work experience placementLocal area
$45k - $100k
...anticipated to remain open for 30 days, from 09-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- If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Teller Full Time Muskego, Muskego, WI, US Hours/Schedule: Business hours: Sunday closed, Monday - Friday 8:30am-...Full timeWork at officeMonday to Friday
- Contact Information Location 239 N. Highway 27,Somerset, KY, 42503,United States Job Category Teller, Banking, Customer Service Employee Type RFT Required Degree High school Name Human Resources Department Phone (***) ***-**** Job Responsibilities Sell and/or refer bank...Temporary work
$17 - $22.96 per hour
...interaction. In this front-line role, you’ll process transactions accurately, identify opportunities to meet customer needs, and promote financial solutions that help our clients achieve their goals. Grow your banking knowledge while contributing to a team that values...Hourly payPart timeNight shift- ...visas or participate in STEM OPT for this position. Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Full timePart timeWork experience placementWork at officeShift work
- ...Job Description Job Description e 2 Retirement Consulting is seeking an ambitious, professional, self-motivated and entrepreneurial spirit Financial Advisor to join the team! Founded in 2010, e2 Retirement Consulting, LLC is an independent advising firm headquartered...Full timeWork at officeMonday to Friday
- Direct message the job poster from Northwestern Mutual Financial Advisor at Northwestern Mutual Company Description Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. Through personalized insurance and investment...Full time
- About the Job Commercial Loan Processor - $30/hr - Hybrid Remote (Greenfield, WI) - Job # 3137 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around...Work at officeRemote workFlexible hours
$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 area
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