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
- ...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...Suggested
WealthBridge Financial Group
West Fargo, ND19 hours ago - 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 make an impact in the lives of the people...SuggestedFull timeLocal area
$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming 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...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Fargo, ND3 days ago- ...Financial AdvisorWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial...SuggestedStart working todayRemote work
Foster Klima
Fargo, ND2 days 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...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Fargo, ND2 days ago$17.5 - $28 per hour
...: 8 Hours - Day Shifts Job Schedule: Full time Weekly Hours: 40.00 Salary Range: $17.50 - $28.00 Job Summary The Financial Counseling Representative provides financial counseling to assist patients in understanding their financial responsibility to Sanford...Full timePart timeWork from homeShift workDay shiftSanford Health
Fargo, ND3 days 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 office- ...you are up-to-date on industry regulations and product offerings Overseeing your business, including budgets and hiring Farm Bureau Financial Services also has ongoing training and education opportunities, sales and marketing support and resources to help you get your...Work at office
- Bravera Wealth Planning + Investing is hiring a Financial Advisor in Fargo, ND. This position is responsible for contributing to the overall mission of Bravera Wealth and its affiliated companies by effectively and efficiently administering investment accounts, as well...Night shift
- Our financial representatives are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary...Full time
- ...responsibilities: develop and maintain strong relationships with new and existing business clients. Serve as the primary point of contact for financial services and solutions. Solicit, evaluate, and originate business loans in accordance with bank policies and regulatory guidelines...Work at office
Bravera
Fargo, ND4 days ago $58.44k
...Primary responsibilities include the full breadth of personal financial counseling services to military service members and their... ...may include, but are not limited to, one‑on‑one counseling, consultation with a commander or with another provider or staff, conducting...Contract workTemporary workWork experience placementWork at officeMagellan Federal
Fargo, ND19 hours ago$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 hoursNorthwestern Mutual
Fargo, ND2 days ago- ...Personal Financial Counselor, Assignment Ready Counselor, PFC, North DakotaThis position will provide coverage in short-term, surge... ...may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting...Contract workTemporary workWork at office
Magellan Health
Fargo, ND2 hours ago - ...Associate Financial PlannerThe Foster Klima agency is in MN, ND, and SD. We can only hire individuals who reside in MN, ND, West Wisconsin, North Iowa, and SD. As a full-time Associate Financial Planner for Foster Klima, there are no sales territories. Our advisors can...Full timeRemote work
Foster Klima
Fargo, ND2 hours ago - ...Job Description Job Description Dental Financial CounselorFargo-Moorhead Metro | Full-Time, Non-ExemptHelp Patients Say Yes to the Care They NeedFamily HealthCare is a Federally Qualified Health Center (FQHC) and mission-driven nonprofit dedicated to providing quality...Full time
Family HealthCare
Moorhead, MN11 days ago - ...proactive outreach. The role helps customers progress toward their financial goals through planning, digital engagement, and customized... ...build a long-term career in financial services, deepen their consultative expertise, and support customers as their financial needs...Temporary workWork experience placementImmediate start
Wells Fargo
Fargo, ND3 days ago $20 - $30 per hour
...assigned. Interview and evaluate the needs of members and potential members, identify appropriate member needs and cross-sell financial products that meet those needs. Serve membership by providing information and account service in a pleasant, professional and efficient...Remote workLevo Federal Credit Union
West Fargo, ND7 days 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...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Fargo, ND3 days 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$20.54 - $27.78 per hour
...Customer Service position to support a diverse student population in Fargo, North Dakota. The role involves guiding students through the financial aid process and counseling them on funding options, with ample support through onboarding training and growth opportunities....Remote jobHourly payWork 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...Full timeInternshipLocal area$85k - $125k
...MN, ND, and SD. We can only hire individuals who reside in MN, ND, West Wisconsin, North Iowa, and SD. As a full-time Associate Financial Planner for Foster Klima, there are no Sales Territories. Our Advisors can do business with any client who resides in the USA....Full timeRemote workFoster Klima
Fargo, ND23 days ago$80k - $105k
...Job Description Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and...Start working todayWork at officeRemote workFoster Klima
Fargo, ND21 days ago$25.63 - $34.18 per hour
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 to life,...Full timeWork experience placementLocal area3 days per week$80k - $105k
...effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and...Work at officeRemote workFoster Klima
Fargo, ND21 days ago$45k - $70k
...situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements...Levo Federal Credit Union
Moorhead, MN7 days ago$500 per month
...evaluates and manages commercial and agricultural credit risk to support a high-quality loan portfolio. This role performs comprehensive financial and cash flow analysis, identifies emerging trends affecting borrowers and industries, and delivers independent assessments of...Permanent employmentWork at officeAston Carter
Fargo, ND2 days ago$25.63 - $34.18 per hour
...Job TitleAt 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...Work experience placementLocal area3 days per weekU.S. Bank
Fargo, ND2 days ago- ...exceptional service to both our customers and field teams. This position is ideal for a detail-oriented professional who enjoys analyzing financial information, making sound business recommendations, and collaborating across multiple departments to support company growth and...Work at office
RDO Equipment
Fargo, ND19 hours ago
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