Wealth Management Consultant
WealthBridge Financial Group
Job DescriptionJob DescriptionWealthBridge Financial Group is seeking a results-oriented Wealth Management 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 Wealth Management 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.RequirementsBachelor'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.BenefitsTop-tier health coverage including medical, dental, and vision plans for you and your dependents401(k) retirement plan with company match to help you build long-term securityLife and disability insurance for added peace of mindEmployee wellness programs and mental health resourcesCareer growth opportunities and ongoing training support
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Consultant in Evansville, IN vacancy
$75k - $100k
...demand professional development resources that allow you to hone existing skills and learn new ones “I can succeed as a Wealth Management Consultant at Capital Group.” As one of our Wealth Management Consultants, you will be a key member of our wholesaling team...SuggestedFull timeTemporary workLocal areaFlexible hoursCapital Group
Evansville, IN13 hours ago- Delivering exceptional customer service that goes above and beyond. Responding to customer inquiries and concerns promptly and effectively. Navigating the sales cycle, from initial contact to closing the deal. Staying up-to-date with current policies to provide...SuggestedFull time
Zuzick Organization of Globe Life
Evansville, IN1 day ago - ...daily check-ins and weekly one-on-ones, shadow calls, give feedback and help 2–5 new agents reach their first-90-day sales goals. # Manage the pipeline and CRM. Log every contact, follow-up and application in the CRM, and keep your own and your team's pipeline accurate...SuggestedRemote jobFull time
Fisher Organization
Evansville, IN4 days ago - ...Owners goals. Develops and maintains Tenant and Vendor relationships at assigned properties.Duties and Responsibilities: The Property Manager is responsible for the overall operation and management of assigned properties in accordance with management agreements and...SuggestedLocal area
Regency Commercial Associates
Evansville, IN4 days ago $1,000 per month
...ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities...SuggestedFull timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Evansville, IN2 days ago$50k - $125k
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...Full timeWork at officeWork from homeHome officeFlexible hoursEdward Jones
Evansville, IN4 days ago- ...credit union history, philosophy, organization, bylaws, and operational procedures. Any other duties assigned by supervisors or management. Benefits and Compensation: ~ Paid Holidays ~ Paid Time Off (Vacation, Sick and Personal Days) ~ Medical, Dental...Temporary workWork at office
Liberty Federal Credit Union
Evansville, IN3 days ago - ...our Accounting Department. Provide weekly F&I reports to the Management Team and the President. Meet with the Management Team weekly to... ...through our F&I evaluation forms and processes, how each Sales Consultant is performing in this area. Review salesperson’s performance...
- ...collaborating with SDRs, strategists and leadership on high value deals. This consultative closer role rewards a confident communicator who excels in virtual selling, deep discovery and managing multi-step sales cycles across multiple decision makers. #J-18808-LjbffrRemote work
Blacksmith Agency LLC
Evansville, IN1 day ago - Atlas Van Lines is seeking a detail-oriented Staff Accountant to join our Finance team in Evansville. You will support accurate financial reporting through account reconciliations, general ledger analysis, journal entries, and financial statement preparation. The role also...
- ...provided) Educate homeowners on damage, solutions, and project scope Guide clients through insurance claims when applicable Manage the entire sales cycle from first contact to signed contract Maintain consistent follow-up and pipeline management...Hourly payFull timeContract workTemporary work
Upright Restoration
Evansville, IN7 days ago $15 - $16 per hour
...updates to member's accounts. Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Manager as needed. Assist in maintaining the neatness and cleanliness of the club. Close shift for that business day....Hourly payContract workPart timeLocal areaImmediate startShift workNight shiftDay shift- United Capital Financial Advisors, LLC in Evansville, IN, is seeking a Relationship Manager to work closely with a Managing Director and Wealth Advisors, delivering high-touch client experiences and supporting advisor productivity. This role emphasizes detail orientation...
$17 - $29.75 per hour
...clients through outreach, follow-up, and ongoing relationship management.Identify opportunities to introduce additional products and... ...lending, referrals, and digital adoption.Consistently execute a consultative sales approach, focusing on advice and long-term relationship...Old National Bank
Evansville, IN5 days ago$77.9k - $153k
...Responsibilities We are currently seeking a Portfolio Manager that will collaborate with other disciplines within Wealth Management to develop and retain high net worth... ...with outside attorneys, trustees and consultants. Salary Range The salary range for this position...Work experience placementWork at officeLocal areaOld National Bank
Evansville, IN1 day ago- Business Development Manager at Prudential Advisors Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated analytical individual to...
$58.44k
...may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting... ...the installation. Provides personal financial counseling and management services directly to service members and their families....Contract workTemporary workWork experience placementWork at office- A leading insurance company in Evansville is seeking entry-level professionals to build a client base and guide clients through important financial decisions. You'll gain expertise through award-winning training and have opportunities for passive income. The ideal candidate...Full timeFlexible hours
- A financial services firm is hiring a Business Development Manager who will serve as a Financial Planner, developing relationships with clients to help them achieve financial goals. The ideal candidate should be a self-starter with strong communication skills and a desire...
- Magellan Health, Inc. in Evansville, IN seeks a Personal Financial Counselor to provide comprehensive financial counseling to service members and their families on military installations. Responsibilities include one-on-one counseling, group workshops, and referrals, with...
- Magellan Health in Evansville, IN seeks a Personal Financial Counselor to provide targeted financial counseling to service members and their families on military installations. You will educate, counsel, and refer resources, develop workshops, and coordinate with DoD programs...
$43.81k
...processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks...Full timeFlexible hours- ...new deposit accounts, perform loan and deposit transactions, and manage a cash drawer. You will assist team members and clients, solve... ...different areas of the company, such as lending, insurance, and wealth management. As mentioned this role includes working at multiple...Local area
- .... You’ll open new deposit accounts, process loans and deposits, manage a cash drawer, and act as a trusted advisor during in-person visits... ...a proven ability to refer customers to lending, insurance, and wealth management solutions. Bilingual skills are a bonus. #J-18808-...
- ...operations and Sales & Service, with a certification at the end to qualify for Retail Personal Banker responsibilities. You will use consultative selling to identify customer needs, cross-sell products, and support financial center goals while handling teller transactions...
$43.81k
...that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications... ...completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices...Full timeFlexible hours- Fifth Third Bank is seeking a Customer Service/Banking Associate to provide exceptional customer care for daily transactions and inquiries, while adhering to bank policies. The role includes referring customers to business partners for banking products and services and ...
- ...appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL... ...more about those programs on our 53.com Careers page at: or by consulting with your talent acquisition partner. LOCATION - Evansville,...Work at office
- ...Job Description Job Description Job . Asst. Property Manager (Manufactured Housing Community) Asst Property Administrator (Must have administrative experience.) Must have 2 years Property Management experience. Summary of Position We are in immediate need for...Immediate start
$60k
...years. Under the direct supervision of the AVP of Field Claims for the Western Great Lakes, the Field Claims Supervisor will manage and supervise crop adjusters and their claims activity to enable America's farmers to clothe, feed, and fuel the world. Due to the...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Consultant. Be the first to apply!
Related searches
- wealth manager Evansville, IN
- wealth management consultant Evansville, IN
- wealth management advisor Evansville, IN
- talent management leader Evansville, IN
- director of practice management Evansville, IN
- remote database management Evansville, IN
- store management trainee Evansville, IN
- health information management work from home Evansville, IN
- creed management Evansville, IN
- waste management work from home Evansville, IN