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

Financial Consultant

WealthBridge Financial Group

WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them reach their long‑term financial objectives. You will conduct comprehensive financial analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization. The ideal candidate is someone who possesses a solid understanding of financial products and services and has a passion for helping clients achieve their financial goals. You will have the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group's client base. At WealthBridge, we pride ourselves on our commitment to integrity, innovation, and excellence in service. Join us and help make a positive impact on the financial well‑being of individuals and families. Requirements Bachelor's degree in finance, economics, or a related field. Previous experience in financial consulting or a similar role is preferred. Strong analytical and problem‑solving skills. Excellent communication and interpersonal skills. Ability to build and maintain relationships with clients. Familiarity with financial planning software and investment products. 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

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Cleveland, TN vacancy
  • $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 meeting... 
    Suggested
    Full time
    Temporary work
    Local area
    Flexible hours

    Regions Bank

    Cleveland, TN
    4 days ago
  •  ...re valued, inspired, and supported to make a real impact. Excellence. Every person. Every time. JOB SUMMARY Explains financial responsibilities for services received payment options and collection procedures to patients and/or parties responsible for payment... 
    Suggested
    Work at office

    Vitruvian Health

    Cleveland, TN
    3 days ago
  • $17 - $29.75 per hour

     ...relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible...  ...and grow client and prospective client relationships Consults with clients/prospective clients over the lifecycle of the relationship... 
    Suggested
    Full time
    Immediate start

    Old National Bank

    Cleveland, TN
    4 days ago
  • $17 - $29.75 per hour

     ...relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible...  ...GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus... 
    Suggested
    Immediate start

    Old National Bancorp

    Cleveland, TN
    2 days ago
  • $16.5 per hour

    ## Financial Services RepresentativeApplylocations: Cleveland, TN, United Statestime type: Full timeposted on: Posted Todayjob requisition id: R18665World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek’s Most Trustworthy... 
    Suggested
    Hourly pay
    Full time
    Interim role
    Work at office
    Local area
    Shift work
    Weekend work
    Afternoon shift

    Loansbyworld

    Cleveland, TN
    4 days ago
  •  ...Our client, in Cleveland, Tennessee, is currently looking for a Senior Financial Analyst to join their team. Summary of Responsibilities: Assist in the decision‑making process by assessing purchasing activity outcomes. Plan, study and collect data to determine costs of... 
    Hourly pay

    Forge Consulting Group

    Cleveland, TN
    4 days ago
  •  ...critical items, coordinating with attorneys and customers to ensure accurate lien perfection and seamless closings. The role requires 5+ years in financial services with commercial loan experience, strong communication, and regulatory knowledge; a degree or #J-18808-Ljbffr... 

    Jobtailor

    Cleveland, TN
    3 days ago
  • Auto Parts Coordinator Classic Collision was established in 1983 in Atlanta, Georgia with one single goal: To offer quality service to its customers with integrity and honesty. Be a part of a rapidly growing company whose mission is to put safety, quality, integrity, and...
    Weekly pay
    Local area
    Immediate start
    Night shift

    Classic Collision Inc

    Cleveland, TN
    3 days ago
  •  ...~90 days paid paternity and maternity vacation. ~ Comprehensive wellness programs including fitness facility access, nutrition consulting, curated fitness plans, and more. ~ Housing, clothing, and relocation allowance. ~ Tuition assistance. ~ Student loan repayment... 
    Full time
    Contract work
    Part time
    Immediate start
    Relocation package
    Flexible hours

    US ARMY

    Cleveland, TN
    38 minutes ago

Do you want to receive more vacancies?

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