Financial Consultant
WealthBridge Financial Group
Job Description
Job Description
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.
- ...members and the communities we serve to help them achieve their financial goals. Diversity, equity, and inclusion are part of our... ...Nusenda team! We are currently seeking a Full-Time Financial Consultant to join our Paseo del Norte Branch who can work 37-40 hours per...SuggestedFull timeLocal area
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- ...Job Title This role is a front-line member facing position that handles daily financial transactions, analyzes member's needs, performs consultative selling for our financial products, and ensures a smooth onboarding and membership experience. Support the credit union...SuggestedTemporary workWork at officeFlexible hoursShift work
- ...members and the communities we serve to help them achieve their financial goals. Diversity, equity, and inclusion are part of our... ...and more! We are currently seeking a Full-Time Lead Financial Consultant to join our Lobo Landing Branch who can work 37-40 hours per week...SuggestedFull timeLocal areaMonday to Friday
- Nusenda Services, LLC. is seeking a Full-Time Lead Financial Consultant for their Lobo Landing Branch in Albuquerque, New Mexico. The position requires providing exceptional member service, utilizing a consultative approach to assess and fulfill member financial needs,...Full timeMonday to Friday
- ...the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial... ...and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procuring with the practice of existing...
- ...the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial... ...and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing...
$50k - $80k
Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry‑leading training, mentors, and products. Base pay range $...Work at officeFlexible hours- A prominent financial services firm in Albuquerque seeks Financial Advisors to build client bases and provide personalized financial planning. Candidates should have active Life & Health licenses and a desire for growth. This role offers award-winning training, flexible...Work at officeFlexible hours
$81k - $250k
Northwestern Mutual is hiring financial advisors in Albuquerque, NM, offering a unique opportunity to build a business helping clients achieve their financial goals. The role involves growing your client base, building personalized financial plans, and managing client relationships...$10k - $49.99k
...Rancho, NM · Santa Fe, NM · Las Cruces, NM · Los Alamos, NM · Farmington, NM · Roswell, NM · Alamogordo, NM · Gallup, NM Location: Financial Advisor Trainee Albuquerque · Insurance Agent Career New Mexico · Wealth Management Career Santa Fe · Asesor Financiero — Nuevo Mé...Contract workFor contractorsTraineeshipSelf employmentWork at officeLocal areaRelocationFlexible hours$80k - $100k
Overview Be among the first 25 applicants. Get AI-powered advice on this job and more exclusive features. A fulfilling career as a Financial Advisor awaits you in Albuquerque. In this role, you’ll empower clients to take control of their financial futures—while creating...Full timeFlexible hours- Nusenda Credit Union in Albuquerque, NM is seeking a Full-Time Financial Consultant for the Paseo del Norte Branch. The role requires 37-40 hours per week availability from Monday to Saturday, focusing on assisting members with their financial needs through a consultative...Full time
- A leading financial services firm is seeking a Financial Advisor to join the Investment Program at Kirtland Credit Union in Albuquerque, NM. This position involves servicing clients, building a strong client base through referrals, and creating customized financial solutions...
- Ignite Purpose - Enrich Lives - Create Prosperity MassMutual New Mexico is growing a team of driven Financial Advisors who want more than a traditional job; they want ownership, purpose, and the opportunity to build something meaningful in our community. Financial Advisor...Contract workFor contractors
- WealthBridge Financial Group is seeking a dynamic, strategic, and visionary leader to serve as the Regional Vice President (RVP) . In this influential role, the RVP will provide senior leadership and direction to Managing Directors throughout the region, with the overarching...Work at office
- MassMutual in Albuquerque, New Mexico is seeking driven Financial Advisors who desire more than a traditional job; they want ownership and purpose in their career. The position is designed for entrepreneurial individuals who will build long-term client relationships and...
- A leading financial services provider is seeking experienced Financial Advisors to help clients achieve their financial goals. You will meet with existing and prospective clients using technology and marketing resources to grow your business. The ideal candidate should...Remote workFlexible hours
$51.48k - $99.33k
...companies they serve. Always mindful of the changes in the company, its industry, etc., over time, that might create a change in their financial service needs.As the Business Banking Relationship Officer, you will be selling bank products and services to companies with...Work experience placementLocal areaFlexible hours- Hillcrest Bank is seeking a Business Banking Officer in Albuquerque, New Mexico. In this role, you will manage and develop business banking relationships, focusing on loan and deposit services while pursuing individual and team sales goals. Candidates should have a Bachelor...
- A leading financial institution in Albuquerque, NM is seeking a Business Banking Relationship Officer to help grow the Business Banking loan portfolio. The role involves selling bank products and services to small businesses, managing existing relationships, and participating...
- A leading financial services provider in Albuquerque, NM is seeking a Business Banking Relationship Officer. The role involves managing a Business Banking portfolio, selling financial services to small businesses, and building relationships within the community. Applicants...
- ...train, and coach a successful sales team through the development of associates with the primary goal to serve the clients' total financial needs resulting in greater market share, wallet share, and profitability. You will be expected to manage the relationship with various...Work experience placement
- Overview Your career path should lead to real opportunity. LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Kirtland Credit Union in Albuquerque, NM would allow you to join the...Local area
- Wealthbridge-Financial-Group is seeking experienced financial advisors to explore book acquisition or continuation partnerships. This role offers flexible deal structures, including outright acquisitions and earn-outs. Candidates should have an established book of business...Flexible hours
$69.23k - $149k
The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate on holistic and personalized financial plans that turn goals into reality and provide peace of...Local areaFlexible hours$58.44k - $93.5k
Overview This position provides personal financial services at assigned military installations. Primary responsibilities include offering... ...), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). Job Information Title: Personal Financial Counselor...Contract workWork experience placementWork at office- WealthBridge Financial Group is looking for experienced financial advisors in Albuquerque, New Mexico, who are planning to retire or transition to a reduced-role capacity. The focus is on providing a clear path for client continuity while enabling advisors to engage through...Flexible hours
- A health services company is seeking a Personal Financial Counselor to provide comprehensive financial services at military installations. The role involves personal financial counseling, conducting classes, and working with service members and their families. Candidates...Full time
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