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. Qualifications 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
- ...Default: Location : City ROSEVILLE 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 investment...SuggestedWork at officeLocal area
Western & Southern Life
Roseville, MN3 days ago $57.5k - $106.5k
...Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution... ...with members of the client relationship team to apply a consultative sales process and continually enhance the client experience....SuggestedPart timeLocal areaBMO U.S.
Roseville, MN4 days ago$80k - $105k
...the USA. No territory restrictions — serve clients nationwide!! We are seeking an eager, strategic, and definitive Associate Financial Consultant to fill an entry‑level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven...SuggestedFull timeStart working todayFoster Klima
Minneapolis, MN23 hours ago$60k - $75k
...Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with...SuggestedFull timeWork at office- ...Bank of America is seeking a Financial Advisor to join the Merrill Advisor Development Program in Roseville, Minnesota. This position is responsible for developing relationships with high-net-worth clients and providing tailored financial recommendations. The role offers...Suggested
Bank of America
Roseville, MN4 days ago $80k - $105k
...Advisors can do business with any client who resides in the USA. We are seeking an eager, strategic, and definitive Associate Financial Consultant to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven...Full timeStart working todayWork at officeFoster Klima
Minneapolis, MN12 days ago$72.8k - $130k
...improvement efforts, and partner with payer and provider stakeholders to help manage performance across Optum Health. The Financial Consultant , Optum Health National supports financial analysis, reporting, and decision support for Optum Health. This role helps...Minimum wageFull timeContract workWork experience placementLive inWork at officeLocal areaRemote workShift workUnitedHealth Group
Minneapolis, MN18 hours ago- Join Great Southern Bank Come be a part of something greater! Great Southern Bank is committed to fostering an environment where everyone can contribute and succeed at every level. By embracing diversity, we celebrate and value differences in age, outlook, cultural background...
Great Southern Bancorp
Roseville, MN4 days ago - ...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....Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Roseville, MN2 days ago $62k - $80k
...Description The Planning Advisor at Great Waters Financial serves as a key liaison between new clients, existing clients, and our client-facing advising team. This role is responsible for gathering client data, building customized financial plans, and delivering recommendations...Great Waters Financial
Shoreview, MN2 days ago$18 per hour
...0 - 5:00pm, Monday - Friday 9 - 12 Saturday, rotating schedule If you are looking to make a real impact and build a career in the financial services industry, come join our team! Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with...Full timeMonday to Friday$104.17k - $143.97k
...changes, and provide genuine effort to do right by others. What We Are Looking For: We’re seeking a Utility Rate & Financial Consultant to provide analysis and consulting services to PSE clients on economic and financial agreements, with a focus on revenue requirement...Temporary workLive outFlexible hoursPower System Engineering Inc
Saint Paul, MN2 days ago$18 - $20 per hour
...Job Title: Patient Financial Representative Location: 1200 County Road E., Arden Hills, MN 55112, United States Working Model: Training... ...& Associates, Psychiatric Associates, Sandhill Counseling & Consultation, and Vantage Point. Here, you'll find a supportive, inclusive...Hourly payFull timeTemporary workWork at officeRemote workFlexible hoursSagent Behavioral Health
Arden Hills, MN2 days ago- ...Job Description Park Nicollet is looking to hire a Financial Counselor to join our team! Come join us as a Partner for Good and help us make an impact on the care and experience that our patients and their families receive every day. Position Summary: Interfaces with patients...Local area
HealthPartners
Saint Paul, MN4 days ago $19.21 - $20 per hour
...Duration: 12+ Month Contract with potential for long-term opportunities Pay: $19.21–$20.00/hour About the Role A leading financial services organization is seeking Customer Complaint Resolution Representatives to support customers with concerns related to...Long term contractContract workTemporary workMonday to FridayWeekday workTEKsystems
Shoreview, MN1 day ago- ...Financial Counselor Join our organization whose mission is improving lives, transforming communities, and achieving health equity for everyone. People's Center Clinics & Services (PCCS) is a Federally Qualified Health Center located in the heart of Minneapolis, Minnesota...Temporary workFor contractorsWork at officeLocal area
Cedar Riverside People'
Minneapolis, MN11 days ago - ...$4.00 per hour) How You Will Make an Impact: The Patient Financial Counselor plays a vital role in in managing the financial aspects... ...eligible to proceed with ART care, provide ART Financial Consult, and obtain payments prior to care, in accordance with Care Center...Hourly payTemporary workWork at officeLocal areaFlexible hoursShift workWeekend workAfternoon shift
Colorado Center for Reproductive Medicine
Minneapolis, MN3 days ago - ...telephone and/or face to face when prior information gathered is not correct or is missing Provide cost of care estimates and discuss financial arrangements when needed, and collect the appropriate amount of the patient\'s deductible and/or max out-of-pocket expenses Inform...Work at office
SONI
Saint Paul, MN2 days ago $36k - $75k
...Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative...TraineeshipHome officeMutual of Omaha
Minneapolis, MN2 days ago- ...transactions for clients as needed. Job expectations include having deep conversations with clients to gain in‑depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Location This position is open for the...Flexible hoursShift workWeekend workDay shift
$21.5 - $28 per hour
...What You'll Do The Financial Counselor for PraireCare Programs in Minnesota is responsible for providing patients/guarantors with a positive financial experience by helping them navigate and understand insurance benefits and potential financial liability during the...Work at officeLocal areaRemote workNewport Healthcare
Minneapolis, MN4 days 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 advisor...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Saint Paul, MN3 days ago- ...Competitive salary with bonus opportunities! Apply today!Working at Legacy Financial Partners is more than a job; it means having the opportunity to make a difference in the lives of our clients and the communities we serve. Our team is made of a diverse group grounded...Work at office
Lfp Consulting
Minneapolis, MN23 hours 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...Work at officeUnavailable
Minneapolis, MN4 days ago$40k - $48k
...look forward to, visit our careers page: client Benefits. Summary Client’s Advisor Support team provides high-quality support to financial professionals by responding to inbound phone inquiries and accurately processing service-related forms and documentation. Our ideal...Full timeWork at officeShift workDexian
Saint Paul, MN1 day ago$50k
...us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Minneapolis, MN3 days ago- ...Description Job Description Description A successful wealth management team at a Registered Investment Advisory firm is hiring a Financial Advisor position to join the team to help provide holistic wealth management solutions to existing clients. This position is to...Work at office
EVEREST FINANCIAL GROUP LLC
Minneapolis, MN20 days ago - ...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...Flexible hours
Catalyst Career Group
Minneapolis, MN15 days ago - ...including product referrals and meeting Banking Center Associate Standards. Provide exemplary customer service. Process a variety of financial transactions in a timely and accurate manner. Maintain security of assigned cash, balancing each day’s transactions and verifying...Monday to Friday
Great Southern Bancorp
Roseville, MN23 hours ago - ...daily and communicating with different types of members, while serving as a member advocate and educator to help our clients be financially successful. Sales, banking and customer service experience can help you succeed in this role. The ideal candidate is passionate about...Work at officeMonday to FridayFlexible hours
City & County Credit Union
Maplewood, MN2 days ago
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