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. 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. 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 WealthBridge Financial Group
$20 - $25 per hour
...Mitchell Schools in Modesto, CA! Are you ready to transform lives while pursuing your passion for finance? Join us as a full-time Financial Aid Advisor and become an integral part of our vibrant community. With competitive pay ranging from $20 to $25 per hour , plus...SuggestedHourly payFull timeLocal areaMonday to FridayPaul Mitchell Schools
Modesto, CA7 days ago$24 - $28 per hour
...Summary The Financial Services Associate meets with applicants and students regarding their eligibility for federal financial aid programs by calculating anticipated awards in PELL, SEOG, Stafford/Direct and supplementary loans, and other Title IV and non-Title IV programs...SuggestedHourly payWork at officeCarrington College
Modesto, CA6 hours ago- ...SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client...SuggestedFull timePart time
SkyKey Financial
Ceres, CA3 days ago - Citigroup Inc. in Modesto, CA is seeking an Entry-Level Personal Banker SAFE Act to assist in sales and service execution. This position involves building customer loyalty, recognizing lending opportunities, and delivering remarkable client experiences. The ideal candidate...Suggested
Citigroup Inc
Modesto, CA2 days ago $20 - $25 per hour
...environment. As an Education Finance Advisor, your primary responsibility is to guide students and their families through the complex financial aid process. Your day will involve providing personalized assistance with financial planning, meticulously preparing documentation...SuggestedHourly payFull timeLocal areaMonday to Friday$250k
...service and digital channels and leverage technology/marketing tools available to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards and procedures Appropriately assess risk when business decisions...Full timeCiti
Modesto, CA2 days ago$52k - $55.68k
...Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift$250k
...service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards and procedures Appropriately assess risk when business...$21 - $26 per hour
...to expand their team. For over 75 years we have been providing superior service for our members and community. As a not-for-profit financial cooperative we believe in banking with a purpose and therefore annually return millions of dollars to our members in the form of...Hourly payFull timePart timeWork at officeFlexible hoursValley First Credit Union
Modesto, CA6 hours ago- Citigroup Inc. in Modesto, CA is seeking an entry-level Teller to support branch activities and deliver high-quality client services. You will handle routine banking transactions, cash management, and referrals to banking products. The role emphasizes customer service,...Part time
Citigroup Inc
Modesto, CA2 days ago $22 per hour
**Openings:** 1### Job Description**Oak Valley Hospital District is currently seeking a dynamic Patient Financial Counselor** for our PFS department who will embrace our mission, vision, and values. This individual must have a passion for nursing excellence and be willing...Hourly payFull timeWork at officeLocal areaImmediate startFlexible hours- ...demonstrate care, build relationships, and complete requested transactions Identify information and services to meet customers financial needs Required Qualifications: ~1+ year of experience interacting with customers, or equivalent demonstrated through one...Work experience placementWeekend work
Phenom People
Ceres, CA5 days ago - ...to demonstrate care, build relationships, and complete requested transactionsIdentify information and services to meet customers financial needsRequired Qualifications:1+ year of experience interacting with customers, or equivalent demonstrated through one or a combination...Work experience placementWeekend work
Phenom People
Ceres, CA3 days ago - ...current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee.JOB SUMMARY: Under direct supervision: Provides quality service to customers....Work experience placementWork at office
Westamerica Bank
Modesto, CA3 days ago $39.52k - $46.81k
...cash deposits, and maintaining branch vault cash Identify referral opportunities for new products and services based on client's financial goals Educate clients on digital and self-service opportunities offered by Citi Adhere to bank policies, operational...Hourly payFull timePart timeCitigroup Inc
Modesto, CA2 days ago$28.5 - $35 per hour
Position Overview Ultimate Staffing is actively seeking a diligent and detail-oriented Commercial Loan Processor to join their client's commercial lending team in Modesto, CA. This position is a temporary role with the potential for direct hire, depending on performance...Hourly payFull timeTemporary workWork at officeLocal areaMonday to FridayRoth Staffing Companies
Modesto, CA10 days ago$32 - $40 per hour
...Manage and deepen assigned commercial member relationships by maintaining regular contact, understanding each member’s business and financial needs, coordinating appropriate credit union solutions, and serving as a primary point of contact throughout the relationship...Hourly payFull timeMonday to FridayValley First Credit Union
Modesto, CA18 days ago$110k - $160k
Quality/Risk Director $110000 - $160000 per year | Modesto, CA | On-site | Permanent Quality/Risk Director | Inpatient Rehabilitation Hospital | Modesto, CA We are representing Encompass Health, the nation's largest owner and operator of inpatient rehabilitation...Permanent employmentLocal areaFlexible hoursJobot
Modesto, CA3 days ago- Job Description Quality/Risk Director Career Opportunity Highly regarded and valued for your Quality/Risk Director expertise Are you seeking a career that not only utilizes your skills but also aligns with your personal values, providing a profound sense of belonging...Full timePart timeLocal areaFlexible hours
Encompass Health
Modesto, CA4 days ago $41.71k - $69k
...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...Contract workLocal areaImmediate startDay shiftBMO U.S.
Ripon, CA3 days ago$41.6k - $54.08k
...Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career...Part timeWork experience placement- ...current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Job Summary Under general managerial review: Achieves sales goal...Work experience placement
$24 - $27 per hour
...time Bereavement Health & Wellness Medical coverage FSAs or other wellness benefits Disability and EAP Financial & Professional ~401(k) ~ Stipends ~ Professional Development Culture & Perks Employee discounts Team...Hourly payFull timeLocal areaPacific Health Group
Modesto, CA3 days ago$93.8k - $140.6k
...Taste Of What You'll Do Are you passionate about analyzing financial data and making a tangible impact within an organization? We are... ..., accounting, military, operations, supply chain, sales, consulting or wine industry experience reflecting increasing levels of responsibility...Full timeLocal areaRemote workGallo
Modesto, CA4 days ago- Director of Quality and Risk Management This acute care hospital is a respected healthcare provider serving the Modesto, California community. The organization is dedicated to delivering safe, high-quality, patient-centered care through strong clinical governance, regulatory...Relocation package
- ...club, foodservice, and e-commerce channels across North America. Job Summary: As a key member of the plant leadership team, the Financial Analyst is responsible for providing day-to-day financial analysis and reporting for the Plant Management Team and the Eden Prairie...Temporary workWork experience placementWork at officeRelocation
$160k
Run Quality & Risk at a Stroke and Parkinson's certified rehab hospital. Up to $160K plus bonus and day one benefits! This Jobot Job is hosted by: Julian Okoro Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume. Salary: $120,0...Local areaJobot
Modesto, CA4 hours ago- ...Controller to join their dynamic team. The successful candidate will be responsible for overseeing and reviewing all processes related to financial reporting and accounting for multiple real estate equity and credit funds. This includes managing investor contributions and...
- ...customer questions and inform them of any pertinent information about their equipment. Meet with potential customers to conduct consultations. Communicate daily with the sales coordinator, and/or sales manager. Maintain records of customer interaction and sales...Work at officeLocal area
- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...Work at officeFlexible hoursShift workWeekend workDay shift
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