Financial Consultant
Wealthbridge-Financial-Group
Overview 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. Responsibilities Engage with clients to understand their financial objectives and risk tolerance. Provide tailored financial advice and strategies that align with clients' goals. Leverage financial tools and analytics to assess client needs and develop action plans. Collaborate with a network of industry experts and access to resources to serve clients effectively. 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
$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$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$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...SuggestedFull timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Woodbury, MN4 days ago- ...TwinThread is seeking a Private Client Advisor to offer comprehensive financial planning and advice. This role involves building personalized investment solutions and maintaining strong client relationships. Candidates should have at least 2 years in a Financial Advisor...Suggested
Aumni
Woodbury, MN1 day ago $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...SuggestedFull timeInternshipLocal areaUnavailable
Woodbury, MN5 days ago- ...Private Wealth Advisor Summary The primary responsibility of a Private Wealth Advisor at Seleskie Financial is business development. Paired with a dedicated Private Wealth Service Advisor (Second Chair), their goal is to grow the business through onboarding new clients...Work experience placementWork at office
Seleskie Financial
Woodbury, MN2 days ago - ...Huntington Bank is seeking a Financial Relationship Banker in Woodbury, MN. This role involves building and retaining customer relationships while providing excellent service. Candidates should have strong customer service skills and sales experience in banking or retail...Work at officeFlexible hours
Huntington Bank
Woodbury, MN5 days ago $23.5 - $29.5 per hour
...convenient services. You will build rapport, use your knowledge and promote the credit union’s brand of savings, transparency and financial education. You will meet established Credit Union and Branch goals through active participation in sales programs, originate, underwrite...Hourly pay16 hoursFull timeTemporary workPart timeWork experience placementImmediate startMonday to FridayTruStone Financial Credit Union
Oakdale, MN5 days ago$65k - $85k
...Garry Executive Search Specializing in Talent Acquisition for the Financial Services and Wealth Management Industries Garry Executive... ...157,000.00 1 week ago Financial Advisor Recruiting Experience Consultant Minneapolis, MN $50,000.00-$85,000.00 1 week ago Minneapolis,...Full timeWork at officeGarry Executive Search
Woodbury, MN5 days ago- Northwestern Mutual is seeking a College Financial Representative intern to start building a financial planning practice while working with local and nationwide experts and the support of a Fortune 500 company. You will learn prospecting, develop a business strategy, and...Full timeInternshipLocal areaFlexible hours
- Northwestern Mutual in Woodbury, Minnesota is seeking College Financial Representatives for their internship program. This opportunity allows students to build an integrated financial planning practice while receiving guidance from industry experts. You'll gain valuable...Full timeInternshipFlexible hours
- ...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, MN1 day 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, MN4 days ago - ...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...Work at officeLocal area
Western & Southern Life
Roseville, MN5 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, MN5 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, MN3 days ago$57.5k - $106.5k
...for new asset sales, joint appointments, fee-based sales, and financial planning. Implements business development strategies to... ...partnership with members of the client relationship team to apply a consultative sales process and continually enhance the client experience....Local areaHispanic Alliance for Career Enhancement
Roseville, MN2 days ago- We are seeking an experienced Mortgage Loan Processor who thrives in a fast‑paced environment and is passionate about delivering an exceptional borrower experience. This role will partner closely with a dedicated Loan Originator (LO) and play a critical role in ensuring...Contract work
Vaco Recruiter Services
Woodbury, MN5 days ago $5,500 per month
...member of our team, you will be working with a diverse and experienced group of people dedicated to helping members meet all their financial needs. Along with helping members reach their goals, Blaze has created a work environment where employees can advance their...Currently hiringMonday to FridayBlaze Credit Union
Woodbury, MN3 days ago$17 - $22.96 per hour
...interaction. In this front-line role, you'll process transactions accurately, identify opportunities to meet customer needs, and promote financial solutions that help our clients achieve their goals. Grow your banking knowledge while contributing to a team that values...Hourly payNight shiftAssociated Banc-Corp
Oakdale, MN5 days ago- Prudential Advisors is looking for experienced financial professionals in Minnesota that are interested in working with an existing book of clients. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools...Full time
$250k - $400k
## Financial AdvisorApplyremote type: On-Sitelocations: St Louis Park 5353 Wayzatatime type: Full timeposted on: Posted Todayjob requisition id: JR105982At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as...- Are you an experienced Financial Advisor/Financial Planner seeking an opportunity to serve your clients better? At Prudential Advisors , we can offer you more: More support, More clients, More compensation, and More client satisfaction. We have opportunities throughout...Contract work
$17 - $25.85 per hour
...equivalent combination of education and experience. ~1+ years of residential mortgage processing or loan origination experience within a financial institution or mortgage banking company. ~ Ability to meet S.A.F.E. Act registration requirements and maintain compliance with...Hourly payAssociated Banc-Corp
Oakdale, MN2 days ago- ...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...
Bank of America
Roseville, MN1 day ago $17 - $19.6 per hour
...for delivering exceptional customer service, keep reading! This is a fast-paced, interactive position with CCFBank, a successful financial institution with locations throughout Wisconsin and Minnesota. We’re seeking a friendly and customer-oriented individual who is eager...Hourly pay16 hoursPart timeMonday to FridayCCFBank
Oakdale, MN4 days ago- ...long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe...
Beacon Pointe
Lake Elmo, MN2 days ago - Overview Waterstone Mortgage is seeking a highly skilled Mortgage Loan Processor to take ownership of complex residential loan files from contract through closing. In this role, you will manage the full processing lifecycle, ensuring files move efficiently, accurately, ...Contract work
$75k - $110k
...Associate Wealth Advisor – St. Paul, MN Area A growing wealth management firm is seeking an Associate Wealth Advisor / Financial Planning Associate to support client planning, advisor preparation, portfolio reviews, CRM documentation, and client follow‑up. This is a strong...Local areaMohr Talent
Saint Paul, MN2 days ago- ...opportunities. Assist with annual planning, monthly forecasting, and related data collection activities. Prepare routine and ad‑hoc financial reports, analyses, and summaries for Finance and business partners. Validate financial and operational data to ensure reporting...
Jobtailor
Saint Paul, MN4 days ago
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