Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor - Kentucky (Career Changer / New to Industry)

WealthBridge Financial Group

Job Description

Job Description

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.
  • Deomonstrated 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
Vacancy posted 6 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor - Kentucky (Career Changer / New to Industry) in Covington, KY vacancy
  •  ...we live and work. We are the industry-leader for building SAP solutions...  ..., and helping our people gain new skills, training, and...  ...Accenture and build a rewarding career improving the way the world works...  ...innovation.Become a trusted expert and advisor to your clients, team, and... 
    Suggested
    Full time
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Cincinnati, OH
    9 hours ago
  •  ...motivated and client-focused Financial Advisor to join our Wealth Management...  ...be responsible for developing new client relationships,...  ...support Opportunities for career advancement Collaborative...  ...considerations, regulations, and industry trends. Deliver a high-touch... 
    Suggested
    Local area

    Jobot

    Cincinnati, OH
    1 day ago
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity...  ...your client base by making new connections, maintaining a...  ...development throughout your career. That starts with our award-...  ...program, you’ll hear from industry experts, learn the art of client... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Unavailable

    Cincinnati, OH
    2 days ago
  •  ...Job Title: Wealth Advisor Full or Part Time:...  ...focus on personalized financial planning and...  ...identify and pursue new business opportunities...  ...development and career advancement within...  ...and Ft. Mitchell, Kentucky HORAN Wealth...  ...to excellence and industry knowledge are foundations... 
    Suggested
    Full time
    Part time
    Work at office

    HORAN Wealth

    Cincinnati, OH
    4 days ago
  •  ...serve to make better and smarter financial decisions and enabling the...  ...unique in their potential. A career with U.S. Bank gives you a wide...  ...every stage of your career. Try new things, learn new skills and...  ...Experience in the financial services industry preferred Client... 
    Suggested
    Temporary work

    U.S. Bank

    Covington, KY
    5 days ago
  • $126.82k - $149.2k

     ...serve to make better and smarter financial decisions and enabling the...  ...unique in their potential. A career with U.S. Bank gives you a wide...  ...every stage of your career. Try new things, learn new skills and...  ...initiatives and programs. Industry Credit Risk Management – Officer... 
    Full time
    Temporary work
    Work experience placement
    Work at office
    Local area
    3 days per week

    U.S. Bank

    Cincinnati, OH
    2 days ago
  •  ...specialized skills across more than 40 industries, we offer Strategy and Consulting, Interactive...  ....You blend deep functional knowledge of Financial General Ledger and Sub-ledger processes...  ...problems, and guide users through new ways of working.You bring hands-on experience... 
    Full time
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Cincinnati, OH
    4 days ago
  • $82.6k - $162.8k

     ...fits professionals across core financial accounting, procure-to-pay, or...  ...that accommodate unique industry, business, and regulatory requirementsConduct...  ...environmentEagerness to learn new tools, processes, and...  ...to grow throughout their career. As used in this posting... 
    Local area
    Visa sponsorship

    Deloitte

    Cincinnati, OH
    4 days ago
  •  ...using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service...  ...Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results... 
    Immediate start
    Afternoon shift

    JPMorgan Chase

    Cincinnati, OH
    4 days ago
  •  ...Description: Our client is a financial planning firm located in...  ...They are seeking a Financial Advisor to join their team....  ...centers of influence to drive new client acquisition -Contact...  ...Experience, 10+ years Industry licenses (Series 7, 63/65 or... 
    Work at office

    Financial Planner Recruiting, LLC

    Edgewood, KY
    2 days ago
  •  ...Launch your financial services career with an organization that positively impacts thousands of families and communities...  ...professionals, and access to the latest industry resources, you'll be well‑equipped to succeed in your new role. Our goal is to see you succeed as a... 
    Full time
    Local area

    Modern Woodmen

    Cincinnati, OH
    4 days ago
  •  ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial...  ...financial solutions with help from industry-leading training, mentors, and products...  ...environment where everyone's different viewpoints bring new successes! #J-18808-Ljbffr... 
    Work at office
    Flexible hours

    Bankers Life

    Cincinnati, OH
    5 days ago
  •  ...MassMutual Northwest, located in Bellevue, Kentucky, is looking for motivated individuals eager to build a career in financial services, with no prior experience necessary. The firm offers comprehensive training, mentorship, and business development support to help you... 

    Mass Mutual NW

    Bellevue, KY
    4 days ago
  •  ...Overview Skylight Financial Group, one of the region's largest financial...  ...$600 billion in assets. As an Advisor, you will be creating a...  ...meaning and control in their career but isn\'t comfortable with the...  ...Aid in marketing strategies for new client acquisitions Commitment... 
    Immediate start

    MassMutual

    Cincinnati, OH
    4 days ago
  • $110.7k - $218.3k

     ...fits professionals across core financial accounting, procure-to-pay, or...  ...consulting expertise, using industry experience, business analysis,...  ...offer opportunities to build new skills, take on leadership opportunities...  ...to grow throughout their career. As used in this... 
    Local area
    Visa sponsorship

    Deloitte

    Cincinnati, OH
    4 days ago
  • $24k

    Join Equitable Advisors: A Pathway to Possibilities and Positive Impact...  ...carving out your unique career path? At Equitable Advisors,...  ...leader in the wealth management industry, we embrace the power of...  ...Educate clients on our diverse financial products and services, demonstrating... 
    Work experience placement
    Local area
    Remote work
    Flexible hours

    Equitable Advisors

    Cincinnati, OH
    5 days ago
  • MassMutual Northwest MassMutual Northwest is seeking motivated and driven individuals interested in building a career in financial services. No prior industry experience is required. We provide training, licensing support, mentorship, and professional development to help... 
    Contract work
    For contractors
    Flexible hours

    Mass Mutual NW

    Bellevue, KY
    5 days ago
  •  ...when they do. If you're an advisor who can close, you know the frustration...  ...Cincinnati and Northern Kentucky. This is the heart of the...  ...and beyond, with operations, new-business coordination, and an...  ...Documented closing evidence — financial decisions you personally... 
    Work at office
    Remote work

    Omega Wealth Private Capital, LLC

    Cincinnati, OH
    4 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative...  ...Financial Representative career, allowing you to:...  ...Financial Representative or Advisor role upon graduation....  ...digital experience and industry-leading products to give...  ...unique viewpoints bring new successes. We strive to... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Cincinnati, OH
    2 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative...  ...Financial Representative career, allowing you to:Learn...  ...Financial Representative or Advisor role upon graduation....  ...digital experience and industry-leading products to give...  ...viewpoints bring new successes. We strive to... 
    Full time
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Cincinnati, OH
    4 days ago
  • Job Description:Financial Planning ConsultantTo be eligible for...  ....Is it time to explore new challenges in your career?The Financial Planning Consultant...  ...technology-enabled model, Advisors guide clients across key...  ...in its advisors through industry-leading tools, training,... 
    Full time

    Fidelity Investments

    Covington, KY
    4 days ago
  • $110.7k - $218.3k

     ...Summary Today’s CFOs and financial leaders face increasing...  ...requirements are taking us to new heights. By harnessing the power...  ...you do and the clients and industries/sectors you serve.Limited immigration...  ...to grow throughout their career. As used in this... 
    Local area
    Visa sponsorship

    Deloitte

    Cincinnati, OH
    3 days ago
  • $83.3k - $111.3k

     ...At Edelman Financial Engines (EFE), our purpose is to guide...  ...you to explore a career with us. As an Associate...  ...initiative to uncover new financial planning opportunities...  ...understanding of the industry, products, and trends...  ...registered investment advisor environment FINRA... 

    Edelman Financial Engines

    Cincinnati, OH
    1 day ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative...  ...Financial Representative career, allowing you to: Learn...  ...Representative or Advisor role upon graduation....  ...digital experience and industry-leading products to give...  ...unique viewpoints bring new successes. We strive to... 
    Full time
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Cincinnati, OH
    22 hours ago
  •  ...SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial...  ...relationships Stay up to date on industry regulations and products...  ...difference and ready to advance your career, we want to connect with you!...  ...and take your career to new heights. Apply Today! Please note... 
    Full time
    Part time

    SkyKey Financial

    Independence, KY
    4 days ago
  • About the job Financial Services Advisor Entry-Level to Experienced | Training Provided Chicago, IL (...  ...Remote Opportunities Available) Build a Career With Purpose, Flexibility, and...  ...support needed to succeed in a growing industry. We help individuals, families, and business... 
    Full time
    Part time
    Remote work
    Flexible hours

    Atlasfinancialsolutions Co

    Cincinnati, OH
    4 days ago
  • $154k - $286k

     ...team of Investment Advisors across Ohio,...  ...Wisconsin, Indiana and Kentucky for PNC Private Bank...  ...’s advisory and financial services capabilities...  ...an active role in new client acquisition...  ...PhD is desirable. Industry experience is...  ...year, depending on career level; and years of... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Cincinnati, OH
    2 days ago
  • $41.25k - $68.75k

     ...opportunities to improve the customer's financial wellbeing. Collaborates with...  ...PNC solutions to drive new revenue and customer loyalty....  ...days each year, depending on career level and years of service To...  ...SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA),... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Cincinnati, OH
    3 days ago
  • $128k - $252.5k

     ...them navigate challenges, avoid financial pitfalls, and implement...  ...4+ years of consulting and/or industry experience; or Master of Business...  ...offer opportunities to build new skills, take on leadership opportunities...  ...to grow throughout their career. As used in this... 
    Local area

    Deloitte

    Cincinnati, OH
    4 days ago
  • $83.3k - $111.3k

    At Edelman Financial Engines (EFE), our purpose is to guide...  ...you to explore a career with us. As an Associate...  ...initiative to uncover new financial planning opportunities...  ...understanding of the industry, products, and trends...  ...registered investment advisor environment FINRA... 
    For contractors
    For subcontractor

    Edelman Financial Engines, LLC

    Cincinnati, OH
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor - Kentucky (Career Changer / New to Industry). Be the first to apply!