Financial Consultant

WealthBridge Financial Group

Job Description

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 5 days ago

Similar jobs that could be interesting for youBased on the Financial Consultant in Idaho Falls, ID vacancy

Financial Advisor
$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...
Suggested
Full time
Contract work
For contractors
Work at office
Northwestern Mutual
Idaho Falls, ID
2 days ago
Financial Advisor
...Primary Function: Provide individualized, highly strategic investment consulting to members of the financial institution. Develop ongoing financial planning with member focus to help accomplish their goals. Partner with a skilled team on credit and other financial services...
Suggested
Work at office
Osaic
Idaho Falls, ID
1 day ago
US Experienced Financial Advisor
$50k
...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 clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...
Suggested
Work at office
Work from home
Home office
Flexible hours
Edward Jones
Idaho Falls, ID
3 days ago
Paraplanner
...real difference in people’s lives? Step into an instrumental role. Help conduct the smooth operation of a fast-paced and friendly financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial...
Suggested
Full time
Part time
Work at office
Ameriprise Financial, Inc.
Idaho Falls, ID
8 hours 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...
Suggested
Full time
Contract work
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual
Idaho Falls, ID
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
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual
Idaho Falls, ID
4 days ago
Personal Banker
...team as the initial sales and service contact for new and existing customers. The Personal Banker recognizes complex product and financial services opportunities as well as refers to Investment Services, the Residential Mortgage Lending Department, and commercial banking...
For contractors
U.S. Lawns
Idaho Falls, ID
2 days ago
Personal Banker
...Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful...
Work experience placement
Flexible hours
Wells Fargo
Idaho Falls, ID
4 days ago
Loan Acquisition Specialist
...holidays (4 floating holidays, prorated based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial...
Full time
Traineeship
Local area
Monday to Friday
OneMain Financial
Idaho Falls, ID
4 days ago
Bank Teller / Teller - Full Time
...Manager FLSA Status: Non-Exempt Summary Receives and pays out money and keeps records of money and negotiable instruments involved in financial transactions by performing the following duties. Responsibilities Receives checks and cash for deposit, verifies amount, and...
Full time
Shift work
The Bank of Commerce
Ammon, ID
1 day ago
Part-Time and Full-Time Bank Teller
...About The Role We are a dynamic and growing community bank dedicated to providing exceptional financial services to individuals and businesses within our local area. Our mission is to build long-lasting relationships with customers by offering personalized service and...
Hourly pay
Full time
Temporary work
Part time
Work at office
Local area
Visa sponsorship
Work visa
Night shift
Glacier Bancorp
Idaho Falls, ID
2 days ago
Teller - Fulltime
$17.43 per hour
At Beehive FCU, our common goal is to nurture our most valued asset: the friendships we have with our members. We are here to help—it's the only reason we exist. We believe we have the power to help our members with some of the most important, most difficult, and most ...
Hourly pay
Full time
Work at office
Beehive Federal Credit Union
Idaho Falls, ID
1 day ago
Remote Loan Processor
...by Corporate! Successful Candidate Attributes Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. Maintains a database of past clients for marketing purposes. History of closing at least 3-5 units per month. Loan...
Full time
Remote work
Caliver Beach Mortgage
Idaho Falls, ID
1 day ago
Remote Senior Financial Analyst - AI Trainer ($50-$60 per hour)
$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...
Hourly pay
Contract work
For contractors
Work experience placement
Remote work
Data Annotation
Ammon, ID
more than 2 months ago
Indirect Dealer Representative/Loan Officer
...initiatives to strengthen and expand relationships with dealership partners. This role involves assessing applicants' credit and financial profiles to make informed loan underwriting decisions for both existing and new members. Key responsibilities include conducting effective...
Work at office
Local area
Remote work
Monday to Friday
Westmark Credit Union
Idaho Falls, ID
24 days ago
Remote Equity Research Analyst - AI Trainer ($50-$60 per hour)
$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...
Hourly pay
Contract work
For contractors
Work experience placement
Remote work
Data Annotation
Idaho Falls, ID
more than 2 months ago
Sr. Financial Analyst II
...been at the forefront of the wellness industry—creating safer, more effective products that promote the physical, environmental, financial, and personal well‑being of millions worldwide. Known as The Wellness Company, Melaleuca’s focus on naturally derived, science‑based...
Full time
Worldwide
Relocation
Relocation package
Melaleuca
Idaho Falls, ID
3 days ago
Remote Financial Analyst - AI Trainer ($50-$60 per hour)
$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...
Hourly pay
Contract work
For contractors
Work experience placement
Remote work
Data Annotation
Ammon, ID
4 days ago
Associate Financial Analyst
...statement since our humble beginning in 1985. Everything we accomplish is done with an eye toward promoting the physical, environmental, financial, and personal wellness of those around us. Our focus has always been on wellness. By manufacturing and selling effective, high...
Full time
Internship
Immediate start
Melaleuca
Idaho Falls, ID
2 days ago
Teller - Part Time
Job Description The Teller is responsible for a variety of paying and receiving functions, including processing deposits, withdrawals, loan payments, cashiers’ checks, and cash advances. He or she balances each day's transactions and verifies cash totals, performs specific...
Part time
For contractors
Second job
Night shift
U.S. Lawns
Rigby, ID
2 days ago
Commercial Loan Officer
...Business, Finance, or a related field preferred Three to five years of commercial lending experience required Understanding of financial analysis and determination of credit worthiness required Knowledge of Bank lending and collections programs, policies, and...
For contractors
D. L. Evans Bank
Rigby, ID
2 days ago
Experienced Analyst - Master's of Finance
$115k - $145k
...but typically include an academic or industry expert, senior consultants, and Analysts. Within a case team, you will make important contributions... ..., involving key responsibilities such as: Developing financial and economic models; Analyzing large datasets; Examining...
Full time
Work experience placement
Local area
Cornerstone Research
Idaho Falls, ID
1 day ago
Remote Sales Consultant - Financial Services
$4,001 - $6,300 per week
...About this role We are hiring Remote Financial Sales Consultants. In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home. What the day-to-day looks like Contact warm...
Weekly pay
Full time
Part time
Remote work
Work from home
Flexible hours
Nexera
Idaho Falls, ID
20 hours ago
Oracle ERP Functional Analyst - IT Financial Operations
$77.2k - $96.5k
...in business, Accounting, MIS, Finance, or related field ~3+ years supporting or implementing Oracle EBS R12 and/or Oracle Cloud Financials ~ Hands-on experience with Order-to-Cash (O2C) and/or Procure-to-Pay (P2P) processes ~ Proficiency with Oracle Cloud...
Full time
Shift work
World Wide Technology
Idaho Falls, ID
4 days ago
Acquisition Analyst
$47.42k - $92.57k
Idaho National Laboratory is hiring an Acquisition Analyst to work within the Acquisition & Contracts Management organization. You will act independently to support Acquisition and Policy & Assurance functions, ensuring compliant contracting activities that connect resources...
Full time
Contract work
Work at office
Relocation
Visa sponsorship
Relocation package
Flexible hours
Idaho National Laboratory
Idaho Falls, ID
19 hours ago
Financial Analyst
...plant management team in support of the strategic and operating plans of the company. The position is responsible for a variety of financial, accounting and reporting functions including, but not limited to general ledger, accounts payable, sales tax compliance, SOX...
Bob Evans Farms, Inc.
Rigby, ID
1 day ago
Graphic Designer & Communication Specialist
ABOUT As a Mass Communication Specialist, it’s your job to tell our story. Use your creativity to educate and inform the public about the achievements of Sailors in America’s Navy. Travel the world, document military operations and develop high-profile media campaigns...
Full time
Local area
Overseas
U.S. Navy
Idaho Falls, ID
4 days ago
Comfort Advisor/Sales Home Solutions (HVAC & Plumbing)
...needs, presenting HVAC and plumbing solutions, preparing estimates, and helping customers move forward with confidence. This is a consultative, in-home advisory role that blends technical understanding, strong communication, and relationship-building. Success in this...
Northstar Summit
Idaho Falls, ID
7 days ago
Member Advisor - Westside Branch
...Advisor is a multi-functional role that combines teller, personal banking, and lending responsibilities to deliver comprehensive financial services to our members. This position requires a proactive and friendly individual who can handle a variety of tasks, from processing...
Local area
Monday to Friday
Shift work
Weekday work
Westmark Credit Union
Idaho Falls, ID
24 days ago
Communications Specialist
...Job Description Job Description Description TeleSolv Consulting has a great opportunity for you to work with the Federal Government... ...functions. Track project and program status, including financial matters, ensuring compliance with federal agency guidelines....
Work at office
Telesolv Consulting
Idaho Falls, ID
2 days ago

Do you want to receive more vacancies?

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