Financial Consultant
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 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. 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
$61k - $119k
...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 focused...SuggestedFor contractorsWork at office- ...Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. Financial Advisor Responsible for managing existing client relationships and formulating and implementing advice. Expected to develop new client...SuggestedBank staffWork at officeLocal area
$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...SuggestedFull timeContract workFor contractorsWork at office$50k
Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business...SuggestedWork at officeHome officeFlexible hours- 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...SuggestedFull timeInternship
$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
$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- ...Children’s Hospital (UIHC). Our vision is to create the most financially secure communities in all of America, one person, one family,... ...providing tailored financial solutions. Key Responsibilities Client Consultation: Engage with clients to understand their financial goals,...Work at officeWork from homeVisa sponsorshipFlexible 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 timeContract workFor contractorsInternshipLocal areaFlexible hours- ...seeking a dedicated individual to provide exceptional services and financial solutions to customers in Coralville, Iowa. The ideal... ...and strengthen community relationships. A strong background in consultative sales and interpersonal skills is essential, along with a commitment...
$41.71k - $62.5k
...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...Part timeLocal areaImmediate startDay shift- vTech 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 in the position...Local areaShift work
- ...relationships for Nicolet and your branch, serving as a trusted financial advisor who reflects Nicolet's culture, values, and... ...Experience & Relationship Building Deliver a highly personalized and consultative customer experience across in‑person, phone, and digital...Temporary workWork at officeLocal area
$17 per hour
...effort. 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 to...Full timeBank staffWork at officeMonday to FridayNight shiftDay shift- ...make a successful transition into a purpose-driven career in financial planning. Whether you’ve built your career in education, healthcare... ...financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals,...InternshipWork at officeLocal areaWork from homeFlexible hours
- Wage Range: Min: $16.50, Mid: $18.57, Max: $20.63 A Brief Overview The Retail Teller is a frontline representative and the face of Heartland Bank and Trust within the communities we serve. The Retail Teller is an essential, service‑oriented part of the retail team and ...Part timeWork experience placement
$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- ...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. Responsibilities Own all financial aspects of the Epic-Customer relationship, ensuring accuracy and timeliness...RelocationVisa sponsorshipRelocation package
$90.23k
.... Join our team, and together we will make a difference and change the world. Job Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team! This role supports financial planning and analysis projects and initiatives for the enterprise...Work experience placementH1b$75.41k - $90.5k
...Regular Job Description DEFINITION AND DUTIES: Under general supervision of the Finance Director, perform a variety of financial and related duties in the preparation and administration of Johnson County's financial statements. Collect and analyze financial...Work at officeFlexible hours- ...Description 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...Remote work
- ...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
$75.2k - $90.3k
...are inspired by big challenges, driven to learn and grow, and dedicated to making a meaningful difference. ABOUT THE ROLE The Financial Analyst for Entegral plays a key role in analyzing, evaluating and optimizing our financial and operational performance. Operating...Full timeWork experience placementRemote workWork from homeFlexible hours$17.93 per hour
...Representative is responsible for providing superior member service by conducting transactions accurately, assisting members with their financial goals, and promoting Veridian products and services. Essential Functions Create excellent service experiences that...Hourly payPart timeWork experience placementWork at officeLocal areaFlexible hours- ...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
$16.5 per hour
Minimum: Maximum: Market Type: We want you to help us shape the future of shopping experiences and deliver on our purpose of connecting people with the products and experiences that enrich their lives. Joining Advantage Solutions means joining...Hourly payPart timeShift work$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 timeWork experience placementLocal area- ...inclusion and belonging. POSITION SUMMARY We are looking for a Financial Reporting Analyst to join our corporate team in Muscatine, IA... ...financial services organizations, investment firms, valuation groups, consulting firms, or investor relations functions often bring the...Shift work
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