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

Apply

Vacancy posted 1 day ago

Similar jobs that could be interesting for youBased on the Financial Consultant in Middleton, WI vacancy

VP, Financial Consultant- Madison, WI (Hiring Immediately)
...the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial... ...and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing...
Suggested
Part time
Immediate start
Charles Schwab
Middleton, WI
3 days ago
VP, Financial Consultant- Madison, WI
...the heart of our firm's commitment to?helping clients own their financial futures. In this exciting role, you'll?give clients financial... ...and diverse set of career opportunities.? As a Financial Consultant at Schwab, you will be procured with the practice of existing...
Suggested
Charles Schwab
Middleton, WI
3 days ago
Financial Advisor
...The Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater... ...a Team specialist for queries on financial planning topics and consult with the Financial Advisors/Team on specific client scenarios....
Suggested
Full time
Baird
Madison, WI
2 days ago
Financial Advisor
...experience, provide an opportunity for you to build a business you can call your own, and deepen your connection with the community? As a Financial Advisor, you will work directly with individuals, business people, and families to help them navigate through and secure their...
Suggested
Work experience placement
WestPoint Financial Group
Madison, WI
5 days ago
Financial Advisor
...A financial services staffing company is seeking an Entry-Level Financial Professional to work primarily online, building relationships and providing financial education. This role offers the flexibility of remote or hybrid options, a generous compensation structure, and...
Suggested
Remote work
GFI Pros
Madison, WI
2 days ago
Financial Counselor
...Magellan Federal - AFSC is seeking a Personal Financial Counselor to serve service members and families at Truax Field, Wisconsin. You will provide budgeting guidance, debt management, and educational resources in a military setting. The role requires 3+ years of financial...
Contract work
VetJobs
Madison, WI
1 day ago
Financial Advisor
$51.8k - $95.9k
...Wealth Sales & ServiceProvides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive... ...with members of the client relationship team to apply a consultative sales process and continually enhance the client experience....
Part time
Bmo
Madison, WI
3 days ago
Financial Counselor
...Overview Patient Financial Counselor- on site Full time Monday - Friday Fully benefited Why Join: Competitive compensation with industry leading annual performance-based bonus opportunityComprehensive benefits including medical, dental, and vision insurance401(k) with...
Full time
Local area
Monday to Friday
Harbor Oaks
Madison, WI
2 days ago
Financial Advisor
$61k - $119k
...Financial Advisor OpportunityBecoming 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...
Full time
Contract work
For contractors
Work at office
Northwestern Mutual Life Insurance Company
Middleton, WI
3 days ago
Financial Counselor
...600 Highland Ave in Madison, WI. Be part of something remarkable Join the #1 hospital in Wisconsin! We are seeking a Financial Counselor to: Provide patients with estimated costs for upcoming services. Assist patients in understanding the billing...
Full time
Work experience placement
Monday to Friday
Shift work
UW Health
Madison, WI
5 days ago
Financial Advisor
$55k - $85k
...Financial Advisor We're seeking a relationship-driven Financial Advisor to turn complex financial data into clear, actionable roadmaps... ...financial legacy. Discover & Design Client Roadmaps Consult with clients to clearly ascertain their financial objectives, risk...
Work at office
Remote work
Shift work
Vision Financial Group Inc
Madison, WI
1 day ago
Financial Advisor
...Leading financial services firm dedicated to helping individuals and businesses achieve their financial goals. Local firm based in Madison... ...decisions to secure their financial future. This is a client consulting position rather than new business development although those...
Local area
CPS
Madison, WI
3 days ago
Patient Financial Counselor
...Harboroaks in Madison, Wisconsin is seeking a Patient Financial Counselor to provide essential financial counseling and ensure accurate documentation regarding patient insurance verification and billing. This full-time position offers comprehensive benefits, including...
Full time
Monday to Friday
Harbor Oaks
Madison, WI
2 days ago
Financial Aid Advisor
$20.54 - $27.78 per hour
...Financial Aid Advisor Current staff, faculty/adjunct at Herzing University: log into UKG and navigate to Menu Myself My Company View Opportunities to apply using the internal application process. Overview: A 40-hour schedule will be determined based on business...
Hourly pay
Work at office
Monday to Friday
Afternoon shift
Herzing Brand
Madison, WI
1 day ago
Financial Advisor
$70k - $90k
...Associate Financial AdvisorWealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes...
Full time
Flexible hours
Wealth Enhancement Group
Madison, WI
2 days ago
Consultant II, Technology Finance (Hybrid)
$104.2k - $156.3k
At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand... ...building of process to support strategic business initiatives.Consultant:Provides advice as regards to strategy, management and operations...
Full time
Flexible hours
TruStage Financial Group
Madison, WI
2 days ago
EXPERIENCED FINANCIAL ADVISOR
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. Responsibilities Provide...
Tri-State Wealth Advisors of Prudential Advisors
Madison, WI
3 days ago
Financial Advisor
...ideally from a strong RIA background — or a clear desire to work at a fee‑only firm A definite focus on tax management woven into financial planning Knowledge of executive stock option planning, including RSUs and options Experience in the Schwab ecosystem (a...
Work at office
Remote work
Relocation package
Walkner Condon Financial Advisors
Madison, WI
4 days ago
Financial Advisor
$60k
Are you passionate about helping clients make confident financial decisions and achieve long-term goals? Our client, a well-respected and growing wealth management practice in Madison, WI is seeking a Licensed Associate Financial Advisor to join their collaborative team...
The QTI Group
Madison, WI
2 days ago
Financial Advisor
...Job Description Job Description Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll...
Thrivent
Madison, WI
more than 2 months ago
Finance Associate
$190k - $280k
Office Locations: Chicago, Indianapolis, Madison, Milwaukee, St. Louis, Phoenix Quarles & Brady LLP seeks a highly-qualified junior to mid-level Associate to join the Commercial Finance Group in our Milwaukee office. The ideal candidate should have 3+ years of experience...
Work at office
Quarles & Brady
Madison, WI
21 hours ago
Finance Associate
BCG Attorney Search is seeking a highly qualified junior to mid-level Corporate Associate to join the Commercial Finance Group in Madison, WI. The ideal candidate will have experience in sophisticated commercial loan transactions and possess excellent academic credentials...
BCG Attorney Search
Madison, WI
2 days ago
College Financial Representative, Internship Program
$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 time
Contract work
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual
Middleton, WI
1 day ago
Wealth Advisor
$81.86k - $120.41k
...Wealth Advisor The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate on holistic and personalized financial plans that turn goals into reality and...
Work at office
Local area
Flexible hours
UMB
Madison, WI
1 day ago
Wealth Advisor, Director
$91.8k - $171k
...clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning. This role combines credit and lending proficiency with investment and planning expertise ensuring clients receive...
Full time
Contract work
Part time
Local area
Shift work
BMO Bank
Madison, WI
1 day ago
Associate Financial Advisor
...anticipated to remain open for 30 days, from 18-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
Madison, WI
2 days ago
Associate Financial Advisor
$70k - $90k
...management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique...
Full time
Temporary work
Flexible hours
Wealth Enhancement Inc
Madison, WI
1 day ago
Senior Analyst, FP&A
$46.99k - $122.4k
...a time. Primary Responsibilities: Assists in the development and preparation of annual budgets, forecasts, and long-term financial plans by collaborating with stakeholders to gather inputs, analyze financial data, and provide recommendations for financial targets...
Full time
Work experience placement
Oak St. Health
Madison, WI
1 day ago
CIB Structured Finance Associate, Tax Equity
$175k
...Finance Associate, Tax Equity Country: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of...
Hourly pay
Full time
Contract work
Work experience placement
Work at office
Shift work
Banco Santander S.A.
Madison, WI
17 days ago
College Financial Advisor Internship — Flexible Schedule & Licensing
Northwestern Mutual is offering an internship program for College Financial Representatives in the Town of Middleton, Wisconsin. This unique opportunity allows you to build an integrated financial planning practice while receiving guidance and support from a Fortune 500...
Full time
Internship
Flexible hours
Northwestern Mutual
Middleton, WI
4 days ago

Do you want to receive more vacancies?

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