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 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...Suggested
- ...Overview Provides financial and accounting support in budget management, financial reporting, and/or audit/reconciliation. Responsibilities Processes local and international travel vouchers to ensure accurate and timely submission. Coordinates purchasing card reconciliations...SuggestedContract workWork at officeLocal area
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- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- ...longterm referral relationships, and driving production through strong community engagement. With the support of a respected local financial institution, industryleading resources, and a flexible hybrid work environment, you'll have everything you need to succeed....SuggestedWork at officeLocal areaRemote workFlexible hoursWeekend workAfternoon shift
- ...liaison between origination staff, underwriters and customers. Essential Functions Conduct one-on-one consultations with clients to understand their financial goals and assess their eligibility for mortgage loans. Educate clients on various mortgage products,...Minimum wageWork at officeLocal areaMonday to Friday
- This role focuses on identifying, analyzing, and mitigating application security vulnerabilities throughout the SDLC. It supports a broader “Shift Left” cybersecurity strategy, ensuring security is integrated early in development and reinforced through DevSecOps practices...Shift work
$16 per hour
...Financial Services Representative World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an...Hourly payFull timeInterim roleWork at officeLocal areaShift workWeekend workAfternoon shift$15.25 - $21.75 per hour
...solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible... ...with care and professionalism. Drive Sales Growth: Use consultative sales techniques to educate customers on financial products...Hourly payFull timeWork at officeLocal areaMonday to FridayWeekend workAfternoon shift$16 per hour
...USA award for five years in a row and a two-time winner of Newsweek’s Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We’re an energetic team looking for a Financial Services Representative to guide customers...Hourly payWork at officeLocal areaShift work- Company Description World Finance is a financial services company that provides personal loan and tax solutions to individuals and families in the communities it serves. The organization emphasizes compassionate, relationship-based service and aims to be a trusted financial...Full timeWork at office
- India is seeking a Lead Financial Analyst for North America, responsible for supporting related party transactions and financial reporting across regions. The ideal candidate will collaborate with Engineering, Finance, and Legal teams, ensuring compliance and alignment...
- ...and accessible mobility for today and beyond. We will empower you to bring your best and help drive the success of Stellantis. As a financial analyst, you will have the opportunity to develop financial skills, communication skills, and an understanding of how Finance...Work at office
- ...accessible mobility for today and beyond. We will empower you to bring your best and help drive the success of Stellantis. As a Sr. Financial Analyst, you will have the opportunity to develop financial skills, communication skills, and an understanding of how Finance...
- ...PNC Financial Services Group, Inc. is seeking a Personal Banker in Opelika, Alabama. The role involves acquiring and deepening customer relationships through proactive sales and service activities. You will manage customer experiences and drive loyalty by identifying financial...
- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$37.62k
...that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications... ...cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to...Full timeFlexible hours$36k
...Overview & Responsibilities Are you looking for a long-term opportunity with a growing financial services company that rewards performance and gives back to its community ? If so, please read on! This position earns a competitive salary of $36,000 per year (paid hourly...Hourly payTemporary workWork at officeFlexible hours- ...Professional has a main priority to partner with various (Commercial / Industrial) Workstreams to ensure there is a P&L impact and proper financial reporting for all initiatives within the Value Creation Program (VCP). Key Responsibilities Conduct thorough reviews of business...
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- ...Canadian savings plans Ensure compliance with all internal governance Prepare materials for external compliance including e xternal financial statement reporting requirements related to employee savings plan assets Serve as the point of contact for external/internal...
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- Auburn University’s College of Education seeks a part-time Communications & Marketing-Department Specialist to create and promote our college’s messaging across internal and external media. You will develop plans, craft content, coordinate materials and events, manage calendars...Part time
- The Digital Media Specialist is responsible for planning, executing, and optimizing digital media campaigns while also supporting the development and performance of digital creative assets. This role sits at the intersection of media strategy and creative execution, partnering...Flexible hours
- TheSocial Media& Brand PartnershipsLeadleads the development and execution of social-first content and strategic brand partnerships that drive cultural relevance, engagement, and brand growth. This role sits at the intersection of content, community, and collaboration—leadingsocial...
$18 - $22 per hour
...You? More Than A Job, It's a Career Position: Part‑time Leasing Consultant Location: Opelika, AL Job Id: 388 Number of Openings: 1... ...exceptional living experience for our residents while achieving financial and operational goals. The ideal candidate will create a lasting...Hourly payPart timeWork at office
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