Financial Consultant
WealthBridge Financial Group
Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-orientedFinancial Consultantto 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. 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. 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
$72.7k - $95.5k
The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to...SuggestedHourly payWork experience placementWork at officeImmediate startRemote workFlexible hours3 days per week- ...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering... ...offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients'...SuggestedWork experience placementWork at officeLocal areaFlexible hours
- ...Financial AdvisorAt Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with...SuggestedWork at officeLocal area
$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 office$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...SuggestedFull timeContract workFor contractorsWork at office- 1 week ago Be among the first 25 applicants Direct message the job poster from Prudential Financial Business Development Manager/ Stategic Growth Partner/ Upper Midwest & MT, WY Prudential Advisors is looking for an experienced financial professional in the Iowa City area...Full timeInternship
$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege 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...Full timeFor contractorsInternshipLocal areaFlexible hours$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 area- ...Northwestern Mutual is offering an internship for College Financial Representatives in Coralville, Iowa. This program allows students to begin a financial planning practice while gaining insights from local experts and exclusive financial products. With flexible scheduling...InternshipLocal areaFlexible hours
- Job Title Will process customer transactions in a timely, accurate manner, adhering to established Bank regulations, policies and procedures. Will assist customers on the phone and in person. Key Responsibilities Candidate must be self-motivated with the ability...Flexible hours
$80k - $140k
...established, relationship-driven private wealth practice is confidentially exploring opportunities to partner with experienced Financial Advisors who are looking for more than simply another firm. This opportunity is designed for advisors who value long-term relationships...Private practiceWork at office- Security AnalystvTech can help you avoid the daunting task of writing and posting job offers, shifting through resumes and laboring through the lengthy interview process. Our Staffing solutions will allow you to elude those tasks and place topnotch, high-caliber professionals...Local areaShift work
$41.5k - $65.5k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a...Contract workPart timeLocal areaImmediate startDay shift- Northwestern Mutual is offering an internship for College Financial Representatives in Coralville, Iowa. This program allows students to begin a financial planning practice while gaining insights from local experts and exclusive financial products. With flexible scheduling...InternshipLocal areaFlexible hours
$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 areaFlexible hours$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 timeFor contractorsInternshipLocal areaFlexible hours$20 - $23 per hour
...Description At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition...Temporary workLocal areaRelocation package$17 per hour
.... Direct sales goals may be established by management for such items as referrals for other bank products. Identify customer's financial services needs and cross-sell services to meet those needs. Advise customers on promotional items and services. Give referrals...Full timeBank staffWork at officeMonday to FridayNight shiftDay shift- ...trusted partner with our members to make a difference in their lives by working directly with each person to help them achieve their financial goals. Our staff provides excellent service to our members and builds long term relationships to make sure our members succeed in...
$100k
..., IA 52240 At Chad Burtch State Farm, we help individuals and families protect what matters most through customized insurance and financial solutions. We provide elite training, paid licensing support, high-quality leads, and a performance-driven culture where top producers...For contractorsWork at office$100k
Financial Services Representative - State Farm Agent Team Member Full Time in Iowa City - IA Location 1929 Keokuk St, Iowa City, IA 52240 Benefits 401(k) matching Bonus based on performance Competitive salary Dental insurance Health insurance Opportunity for advancement...Full time- ...The VP Portfolio Manager is primarily responsible for providing financial and investment guidance to institutional and high-net‑worth... ...knowledge and experience to the Wealth Investment Committee. Consult with clients to develop investment objectives and goals and provide...Work at officeLocal area
$100k - $130k
...Description Join Our Team as a VP Commercial Lender at IHMVCU! At IHMVCU, we're committed to delivering personalized, community-centered financial solutions that help our members achieve their goals. We believe in the power of relationships and the importance of making a...Live inRemote workWork from home- ...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
- MCI is a fast-growing tech‑enabled business services company with a strong call center footprint across multiple countries. We deliver customer experience, business process outsourcing, and cloud‑technology solutions across industries such as healthcare, retail, government...Full timeTemporary workCasual workWork at officeLocal area
- ...supports the use of Vizient data to identify performance trends and improvement opportunities, develop KPI reporting, and inform financial and operational decision-making in partnership with operating budget, decision support, and operational teams. Position responsibilities...Full time
- ...organizational, analytical, and communication skills. Proficiency with Microsoft Office and banking software systems. BANK offers a competitive benefits package designed to support your health, financial future, and work-life balance, including: #J-18808-Ljbffr BANKFull timeWork at office
- Portfolio Manager Responsible for providing financial and investment guidance to high-net-worth individual and institutional clients. Responsibilities... .... Perform proprietary investment research and due diligence. Consult with clients to develop investment objectives and goals and...Local area
- ...administration are given proper tax codes, have a general knowledge of tax rules. Assist in the creation and updating of prospect and customer financial plans and investments analysis Help with the creation of presentations for use in client and sales meetings. EDUCATION AND SPECIAL...Full timeWork at officeMonday to Friday
- The University of Iowa Health Care, Department of Pharmaceutical Care is seeking a 100% Senior Financial Analyst. This position has responsibility for performing complex, recurring and non-routine financial and cost accounting analysis of financial reports and data, ultimately...Full timeRemote work
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