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

Financial Consultant

WealthBridge Financial Group

Baton Rouge, LA

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
Apply
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Baton Rouge, LA vacancy
  • Financial Consultant
     ...Overview 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... 
    Suggested

    WealthBridge Financial Group

    Baton Rouge, LA
    1 day ago
  • Financial Consultant
     ...Nelnet is seeking a FACTS Financial Consultant to develop and lead content for webinars and workshops, while guiding schools in the use of FACTS Payment Plans, Billing, and Financial Aid Management. You will partner with the Product Manager and internal teams to implement... 
    Suggested
    Work at office
    Remote work

    Nelnet

    Baton Rouge, LA
    14 hours ago
  • Financial Advisor

    $43.89k - $150k

     ...that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications...  ...section of the system. Job Description: At Regions, the Financial Advisor establishes a portfolio of bank customers based on... 
    Suggested
    Full time
    Temporary work
    Local area
    Flexible hours

    Regions Bank

    Baton Rouge, LA
    3 days ago
  • Financial Representative
     ...Default: Location : City BATON ROUGE Overview The purpose of the Financial Representative is to meet the needs of middle-income clients...  ...and conducts all appointments using Western & Southern Life consultative practices and processes. Effectively sells insurance and... 
    Suggested
    Work at office
    Local area

    Western & Southern Life

    Baton Rouge, LA
    5 days ago
  • Financial Advisor

    $45k - $100k

     ...anticipated to remain open for 30 days, from 10-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... 
    Suggested
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Baton Rouge, LA
    4 days ago
  • Financial Advisor

    $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

    Baton Rouge, LA
    4 days ago
  • Financial Aid Counselor
     ...access and complete the application through "My Draft Applications" located on your Candidate Home page. Job Posting Title: Financial Aid Counselor Position Type: Professional / Unclassified Department: LSUAM AA - EM - Rec - FAS - FA -... 
    Work at office
    Immediate start
    Flexible hours

    Louisiana State University

    Baton Rouge, LA
    2 days ago
  • Patient Financial Counselor
     ...FMOL Health is seeking a Patient Financial Advisor in Baton Rouge to assist uninsured patients with Medicaid enrollment and financial assistance applications. The role includes reviewing eligibility, explaining payment options, and collecting patient responsibility for... 

    FMOLHS Career Portal

    Baton Rouge, LA
    1 day ago
  • Financial Advisor

    $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

    Baton Rouge, LA
    5 days ago
  • Patient Financial Counselor
     ...; Ensures all current information is documented in MosaiQ; Meets with patients during their initial physician consult; discusses their comprehensive financial responsibility based on their benefits; Ensures patients understand their financial responsibility & options to... 

    Mary Bird Perkins Cancer Center

    Baton Rouge, LA
    4 days ago
  • Financial Advisor

    $45k - $100k

     ...is anticipated to remain open for 30 days, from 10-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 500 company where people come first. With over 9 million... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Baton Rouge, LA
    4 days ago
  • Financial Advisor
     ...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. As a Financial Advisor... 
    Work at office
    Flexible hours

    Bankers Life

    Baton Rouge, LA
    2 days ago
  • Financial Aid Counselor
     ...Southern University System's SUBR campus in Louisiana seeks a Financial Aid Counselor to assist students and families with the financial aid process, including federal, state, private, and institutional aid. Counseling occurs in person, by phone, and by email. The role... 

    Southern University System

    Baton Rouge, LA
    1 day ago
  • Financial Aid Counselor
     ...Financial Aid Counselor Job no: 495667 Closes: Work Type: Staff Full-Time Locations: Baton Rouge, LA Categories: Academic Affairs, Admissions, Financial Aid, Student Affairs, Education Financial Aid Counselor Baton Rouge Community College (BRCC) Baton Rouge, Louisiana... 
    Full time
    Work at office
    Flexible hours
    Night shift

    Sowela Technical Community College

    Baton Rouge, LA
    14 hours ago
  • Patient Financial Advisor
     ...Patient Financial Advisor The Patient Financial Advisor screens uninsured patients for Medicaid and financial assistance; assists patients in completing Medicaid and financial assistance applications; manages Medicaid eligibility/application process; collects patient responsibility... 
    Work at office

    FMOL Health

    Baton Rouge, LA
    3 days ago
  • US Experienced Financial Advisor

    $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 office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Baton Rouge, LA
    4 days ago
  • Financial Advisor

    $50k - $75k

     ...Prudential Advisors 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.... 
    Full time

    Prudential Advisors

    Baton Rouge, LA
    3 days ago
  • Financial Planner

    $15 per hour

    1 week ago Be among the first 25 applicants Direct message the job poster from Prudential Financial Financial Advisor at Prudential Advisors Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for... 
    Minimum wage
    Full time
    Contract work
    Part time

    Prudential Financial

    Baton Rouge, LA
    5 days ago
  • Wealth Advisor

    $60k - $145k

     ...a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners... 
    Temporary work
    Flexible hours

    Carson Group Holdings, LLC

    Baton Rouge, LA
    4 days ago
  • College Financial Representative, Internship Program

    $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... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Baton Rouge, LA
    5 days ago
  • College Financial Representative, Internship Program

    $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

    Unavailable

    Baton Rouge, LA
    4 days ago
  • Analyst, FP&A

    $43.89k - $102.08k

     ...refinement of volume projections by analyzing trends, partnering with key stakeholders, and generating insights that feed into broader financial forecasts. This position offers a strong foundation in forecasting and analytics, with the opportunity to directly impact how the... 
    Full time
    Work experience placement
    Local area

    Hispanic Alliance for Career Enhancement

    Baton Rouge, LA
    5 days ago
  • Associate Financial Advisor
     ...anticipated to remain open for 30 days, from 06-Aug-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... 
    Full time
    Temporary work
    Flexible hours

    Edward Jones

    Baton Rouge, LA
    4 days ago
  • Associate Wealth Advisor

    $60k - $75k

     ...doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners... 
    Temporary work
    Interim role
    Flexible hours

    Carson Group Holdings, LLC

    Baton Rouge, LA
    4 days ago
  • Analyst, FP&A

    $43.89k - $102.08k

     ...refinement of volume projections by analyzing trends, partnering with key stakeholders, and generating insights that feed into broader financial forecasts. This position offers a strong foundation in forecasting and analytics, with the opportunity to directly impact how the... 
    Hourly pay
    Full time
    Temporary work
    Work experience placement
    Local area

    CVS Health

    Baton Rouge, LA
    2 days ago
  • Financial Analyst, Corporate FP&A

    $108.63k - $127.8k

     ...ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform — and with it, the future global financial system. To achieve our mission, we’re seeking a very specific candidate. We want someone who is passionate about our mission... 
    Local area

    Coinbase

    Baton Rouge, LA
    5 days ago
  • Relationship Banker
    Regions Bank in Baton Rouge, LA is hiring a Relationship Banker I to deliver an exceptional customer experience on the cash line and over the phone. You will process transactions, address basic servicing requests, and build meaningful relationships with customers. The ...

    Regions Bank

    Baton Rouge, LA
    3 days ago
  • Senior Private Wealth Banker
    PVH (Tommy Hilfiger/Calvin Klein) in Baton Rouge seeks a Senior Private Banker to coordinate wealth product delivery, foster high-net-worth client relationships and oversee lending negotiations with internal approval. You will drive revenue growth and ensure credit quality...

    PVH (Tommy Hilfiger/Calvin Klein)

    Baton Rouge, LA
    2 days ago
  • Private Banker
     ...planning & trust services, which are delivered through holistic financial planning. Private Bankers ensure the company's credit quality...  ...closely with clients to identify financial needs through a consultative sales approach and review to provide appropriate solutions... 

    PVH (Tommy Hilfiger/Calvin Klein)

    Baton Rouge, LA
    2 days ago
  • Senior Private Banker & Wealth Advisor
     ...advisory services to high net worth clients. The role coordinates planning, lending, risk management and trust services within holistic financial planning and aims to grow a revenue-generating client portfolio. The position requires a track record in private banking, wealth... 

    Hancock Whitney

    Baton Rouge, LA
    2 days ago

Do you want to receive more vacancies?

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

Related searches