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
$50k
...relationships and elevate your impact. Your experience matters - and we're ready to help you achieve what's next. Job Overview As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home‑office team and other...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Colorado Springs, CO1 day ago- ...What you’ll do: As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals. You will provide guidance to military families on managing day-to-day finances, building...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command
Colorado Springs, CO1 day ago - ...development Are you looking for a meaningful career that has national brand support that people recognize and trust? As an Exclusive Financial Associate, you will help to build and protect the financial hopes and dreams of every member of our local communities by engaging...SuggestedBase plus commissionFor contractorsLocal areaWork from homeFlexible hours
All State Financial Co
Colorado Springs, CO15 hours 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...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Colorado Springs, CO2 days ago$98.5k - $146k
...and Compliance, Oversight, Brokerage Operations, Multi-Asset and Product Management to provide greater depth and breadth around the financial advice we provide our clients with. This individual will work with advisors to develop personalized financial plans for clients as...SuggestedWork experience placementLocal areaRemote work1 day per weekT. Rowe Price
Colorado Springs, CO3 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
Colorado Springs, CO2 days ago- ...About This entry-level position is designed for individuals who are passionate about financial planning, love to learn, and want to grow into an accomplished Financial Advisor. You’ll be part of a collaborative three-advisor team supporting each client: The Chief Advisor...
Carlson Financial
Colorado Springs, CO15 hours ago - ...Northwestern Mutual is seeking College Financial Representatives for their internship program in Colorado Springs, CO. Interns will build an integrated financial planning practice with guidance from experts and earn performance-based earnings. Responsibilities include...Full timeInternshipFlexible hours
Northwestern Mutual
Colorado Springs, CO2 days ago - ...features. Direct message the job poster from Modern Woodmen of America Regional Field Recruiter at Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of...Full timeLocal area
Modern Woodmen
Colorado Springs, CO1 day ago - ...Merrill Advisor Development Program - Financial Advisor: Mountain Plains Market Omaha, Nebraska;Denver, Colorado; Lincoln, Nebraska... ...success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and...Interim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Colorado Springs, CO5 days ago - Job Duties Open and close a variety of consumer and business deposit accounts Accept cash and checks for deposit; check accuracy of deposit transaction Identify customer, validate and cash checks Record transactions promptly, accurately and in compliance with bank procedures...
Waypoint Bank
Colorado Springs, CO1 day ago $20.67 - $31.25 per hour
...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts.... ...of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required) Comfortable...Hourly payWork experience placementDay shiftKey Bank
Colorado Springs, CO1 day ago$22 - $25 per hour
...Busey-Bank-2 in Colorado Springs seeks a Relationship Banker to deliver exceptional customer service and assist with financial transactions. This role merges teller duties with relationship banking, ensuring clients receive personalized support for both routine and complex...Hourly payWork at officeBusey-Bank-2
Colorado Springs, CO2 days ago- ...people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent...Immediate startAfternoon shift
Chase
Colorado Springs, CO2 days ago $25 - $38.46 per hour
...the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial... ...of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required)...Hourly payWork experience placementFlexible hoursDay shiftKey Bank
Colorado Springs, CO1 day ago- ...needs and provide guidance and solutions to assist clients in financial wellness both in person and through proactive calling efforts.... ...of sales and service techniques with clients, including tele‑consulting, outside calling, prospecting, and networking. Comfortable interacting...Hourly payWork experience placementWork at officeDay shift
KeyCorp
Colorado Springs, CO15 hours ago $20 per hour
...Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential...Hourly payFull timeTemporary workWork at officeAcademy Bank
Colorado Springs, CO2 days ago$80k - $150k
...Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing... ...client relationships. Gather information from the client and consult with appropriate team members to recommend banking, borrowing...Work experience placementWork at officeLocal areaFlexible hoursNight shiftKey Bank
Colorado Springs, CO2 days ago- Description P-11 Security, based in Southern California, is a certified Economically-Disadvantaged Women-Owned Small Business (EDWOSB) 8(a) with over 10 years of expertise in the security field. Specializing in Security in Depth (SiD) services, we deliver an integrated...Work at officeRemote work
P-11 Security
Colorado Springs, CO22 hours ago - Security Operation Center (SOC) Analyst II REQ: 25-J-0266 Security Analyst’s primary function is to provide comprehensive Computer Network Defense and Response support through 24×7×365 monitoring and analysis of potential threat activity targeting the enterprise. This ...Work at officeImmediate startRemote workFlexible hours
Targeted Solutions Inc
Colorado Springs, CO4 hours ago - ...ability to prioritize and multi-task Knowledge of various reverse mortgage loan products General knowledge of credit reports and financial assessment including residual income calculations Ability to adapt to market changes Knowledge of the mortgage loan process...
Benchmark Mortgage
Colorado Springs, CO1 day ago $19.25 - $25.93 per hour
This position is located at our Colorado Springs, CO S. Tejon St. branch. What’s Important To You Generous Paid Time Off (PTO) beyond paid federal holidays. Child Care Assistance Program for eligible dependent(s). Exercise reimbursement program for employees. The health...Hourly payTemporary workFlexible hoursNight shiftFirst Interstate
Colorado Springs, CO4 days ago- Innovative, Secure, and Outcome-Based Solutions Job Summary: The Security Compliance Analyst is responsible for safeguarding our computer networks by proactively identifying and addressing security vulnerabilities. This role includes the deployment and maintenance of security...Interim roleLocal area
Belcan
Colorado Springs, CO2 days ago $16.89 - $19.01 per hour
...acknowledges members to the credit union in a courteous, professional and timely manner. Promptly, accurately and efficiently process member financial transactions and inquiries while providing an exceptional member service experience. Identify and recommend products/services best...Full timeWork at officeLocal areaImmediate startShift workNight shiftBlue Federal Credit Union
Colorado Springs, CO3 days ago$80k - $85k
Overview Dev Technology is seeking a Security Compliance Analyst to support a federal client in maintaining compliance and strengthening the security posture of mission-critical systems. The role ensures adherence to government security requirements, manages Plans of Action...Contract workDev Technology Group
Colorado Springs, CO1 day ago- ...in banking, we'd love to hear from you! As a Teller I, you'll process everyday banking transactions, assist customers with their financial needs, and gain valuable experience in retail banking while working in a supportive team environment. What You'll Do Provide...Full timeWork at officeNight shift
Herring Bank
Colorado Springs, CO1 day ago - ...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...Remote work
Caliver Beach Mortgage, LLC
Colorado Springs, CO1 day ago - ...Officer evaluates needs of potential clients and offer appropriate financial products, services, and loans Promote and cross-sell... ...reach out for a confidential conversation- Logan Hovland (Search Consultant with GPAC) Call or email: (***) ***-**** or logan....Local area
gpac
Colorado Springs, CO2 days ago - ...inquiries and referrals that are generated from your contacts * Conduct interviews with prospective borrowers in order to analyze financial and credit data * Marketing, promoting, and selling Company's loan products * Negotiate rates and terms * Define and manage...
Cornerstone Capital Bank
Colorado Springs, CO15 hours ago $97k - $192k
...Opportunity for advancement ~ Training & development ~ Vision insurance The Pogue Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the...Work at officeLocal areaWork from homeFlexible hours
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