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
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Grand Forks, ND vacancy
$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...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Grand Forks, ND5 days ago- ...Job Description First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching. What Our Financial Advisors Do Personal coach to military...SuggestedHourly payFor contractorsWork at officeLocal areaHome office
First Command Financial Services
Grand Forks, ND1 day ago $75k - $100k
...a challenging and rewarding career with American Federal, a financially strong, employee-owned community bank offering top-tier benefits... ...profitable business practice. Acts as financial advisor and consultant to individuals and small business, developing comprehensive...SuggestedAmerican Federal Bank
Grand Forks, ND5 days ago$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...SuggestedWork at officeUnavailable
Grand Forks, ND4 days ago- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
Grand Forks, ND1 day ago $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 timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Grand Forks, ND1 day ago- ...Financial Counselor Everything we do is underscored by a why — and that why is one another. Location: Altru Health System PO Box 6002 Grand Forks, ND 58201 Pay Range: $17.92 - $26.88 Summary: Financial counselors assist patients in applying for local, state...Full timePart timeWork experience placementWork at officeLocal areaRemote work1 day per week
Altru Health
Grand Forks, ND22 hours ago - ...A financial services consultancy is seeking qualified candidates for a part-time, remote role offering financial solutions. The position allows you to work 20 hours per week with flexible hours from home while providing clients with personalized benefits solutions. Responsibilities...Part timeRemote workFlexible hours
AO Garcia Agency
Grand Forks, ND1 day ago $1,000 per month
...Northwestern Mutual College Financial Representative Internship 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Grand Forks, ND5 days ago$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 areaUnavailable
Grand Forks, ND4 days ago- ...underwriting requests for credit extensions to new and existing ag/commercial clients. The right credit analyst will perform detailed financial analysis for all lending opportunities, prepare credit approval and modification requests for presentation to loan committee by...Temporary workInterim roleLocal area
gpac
Grand Forks, ND3 days ago - ...is ideal for a motivated, customer-centric professional who thrives on building strong business relationships, structuring sound financial solutions, and driving commercial growth in the local market. Key Responsibilities Assess creditworthiness and authorize loan approvals...Local area
Firstintlbankaz
Grand Forks, ND4 days ago - ...Successful Candidate Attributes: • Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3-5 units per month...Remote work
Caliver Beach Mortgage, LLC
Grand Forks, ND1 day ago - Description: Join Our Team at United Valley Bank! Now Hiring: Full-Time Loan Assistant / Customer Service Representative – Grand Forks, ND Are you someone who enjoys helping people, staying organized, and being part of a fast-paced team? At United Valley Bank, we’...Full timeWork at officeImmediate start
UNITED VALLEY BANK
Grand Forks, ND3 hours ago $50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...Hourly payContract workFor contractorsWork experience placementRemote workData Annotation
East Grand Forks, MNmore than 2 months ago$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...Hourly payContract workFor contractorsWork experience placementRemote workData Annotation
East Grand Forks, MNmore than 2 months ago$90.23k
.... Join our team, and together we will make a difference and change the world. Job Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team! This role supports financial planning and analysis projects and initiatives for the enterprise...H1bCDM Smith
Grand Forks, ND5 days ago- ...This is a Financial Analyst position based at Epic’s campus in Madison, WI and requires relocation to the area. The role involves strategic partnership with Epic’s customers and offers exposure to a variety of finance functions. Responsibilities Own and manage all financial...RelocationVisa sponsorship
Epic
Grand Forks, ND1 day ago $50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...Hourly payContract workFor contractorsWork experience placementRemote workData Annotation
Grand Forks, ND4 days ago- ...that this position is based on our campus in Madison, WI, and requires relocation to the area. We recruit nationally and provide financial relocation assistance. Epic is located just outside Madison, Wisconsin. As a Financial Performance Analyst, you'll be working to ensure...Work experience placementWork at officeRelocationVisa sponsorshipRelocation package
Epic
Grand Forks, ND4 days ago $115k - $145k
...but typically include an academic or industry expert, senior consultants, and Analysts. Within a case team, you will make important contributions... ..., involving key responsibilities such as: Developing financial and economic models; Analyzing large datasets; Examining...Full timeWork experience placementLocal areaCornerstone Research
Grand Forks, ND3 days ago- Job Description Job Description We are seeking a customer-focused Parts Counter Associate / Parts Advisor to join our parts department. In this role, you will be the go-to resource for customers and service technicians looking to identify, locate, and order the right...Local area
Red Rock Auto of Watford City, LLC
Grand Forks, NDmore than 2 months ago $77.2k - $96.5k
...in business, Accounting, MIS, Finance, or related field ~3+ years supporting or implementing Oracle EBS R12 and/or Oracle Cloud Financials ~ Hands-on experience with Order-to-Cash (O2C) and/or Procure-to-Pay (P2P) processes ~ Proficiency with Oracle Cloud...Full timeShift workWorld Wide Technology
Grand Forks, ND1 day ago- ABOUT As a Mass Communication Specialist, it’s your job to tell our story. Use your creativity to educate and inform the public about the achievements of Sailors in America’s Navy. Travel the world, document military operations and develop high-profile media campaigns...Full timeLocal areaOverseas
U.S. Navy
Grand Forks, ND1 day ago - Description & Requirements Maximus is searching for a Graphic/Document Design Specialist in support of a pending federal OPTN (Organ Procurement and Transplantation Network) contract award. This role offers the opportunity to contribute to a mission-driven program by ...Minimum wageFull timeContract workTemporary workWork experience placement
Maximus
Grand Forks, ND1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
Related searches
- financial associate Grand Forks, ND
- financial consultant Grand Forks, ND
- financial planning assistant Grand Forks, ND
- financial advisor associate Grand Forks, ND
- estate planning consultant Grand Forks, ND
- jde finance consultant Grand Forks, ND
- financial advisor development program Grand Forks, ND
- financial planning associate Grand Forks, ND
- financial planner Grand Forks, ND
- financial counselor Grand Forks, ND