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

WealthBridge Financial Group

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

Apply

Vacancy posted 5 days ago

Similar jobs that could be interesting for youBased on the Financial Advisor - Kentucky (Career Changer / New to Industry) in Owensboro, KY vacancy

Financial Planner
$15 per hour
...job poster from Prudential Financial Regional Director with Prudential Advisors-Greater Midwest Financial Group. Explore a career as a FINANCIAL PLANNER !... ...the financial services industry is required, but prior exposure... ...networking and seeking new clients. Have a college...
Suggested
Minimum wage
Full time
Contract work
Part time
Prudential Financial
Owensboro, KY
2 days ago
Personal Banker
...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.... ...SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA),...
Suggested
Full time
Temporary work
Part time
Work experience placement
Work at office
Shift work
PNC
Owensboro, KY
1 day ago
Personal Banker Associate I - Owensboro Downtown
...take the next step? Discover a career in banking at Fifth Third Bank... .... The Personal Banker I is a Financial Center position focused on using... ...maintains focus on acquiring new households and/or deepening... ...Experience in the financial industry preferred. Demonstrated ability...
Suggested
Work experience placement
Work at office
Fifth Third Bancorp
Owensboro, KY
3 days ago
Bank Tellers Part Time
$7.25 per hour
...changing jobs or starting your career at a growing company with an... ...of clients reach their financial goals. Peoples Bank is one... ...branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and... ...obtain goals, while providing industry leading customer service....
Suggested
Hourly pay
Part time
Work experience placement
Local area
Shift work
Night shift
Peoples Bancorp (OH)
Owensboro, KY
3 days ago
Teller
...changing jobs or starting your career at a growing company with an... ...of clients reach their financial goals. Peoples Bank is one of... ...branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and... ...obtain goals, while providing industry leading customer service. Job...
Suggested
Work experience placement
Local area
Night shift
Peoples Bancorp (OH)
Owensboro, KY
3 days ago
Bank Tellers Part Time
...changing jobs or starting your career at a growing company with an... ...of clients reach their financial goals.Peoples Bank is one of... ...branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and... ...obtain goals, while providing industry leading customer service.Job...
Part time
Work experience placement
Local area
Night shift
Peoples Bancorp (OH)
Owensboro, KY
4 days ago
Agricultural Credit Analyst (Multiple Levels)
$81.9k - $109.2k
...businesses we serve to make better and smarter financial decisions and enabling the communities we... ...person is unique in their potential. A career with U.S. Bank gives you a wide, ever-... ...at every stage of your career. Try new things, learn new skills and discover what...
Temporary work
Work experience placement
Seasonal work
Local area
Remote work
3 days per week
U.S. Bank
Owensboro, KY
3 days ago
Financial Services Representative
$15 - $17 per hour
The Financial Services Representative (FSR) is responsible for driving loan sales, managing... ...accounts current while consistently generating new business. Success in this role requires... ...to successfully perform the job. #J-18808-Ljbffr World-Finance-Company-of-Kentucky,-LLC
Hourly pay
Work at office
Local area
Shift work
World-Finance-Company-of-Kentucky,-LLC
Owensboro, KY
1 day ago
Full Time Loan Processor I
$20 - $24 per hour
...24.00/hr Job Title - Loan Processor Location: Owensboro, Kentucky 42301 (onsite) Duration: 06+ Months contract with potential... ...type Contract Job function Administrative, Customer Service, and Finance Industries Banking and Financial Services #J-18808-Ljbffr eTeam
Full time
Contract work
Work at office
eTeam
Owensboro, KY
3 days ago
Full-Time Relationship Banker
$7.25 per hour
...and strengthens client relationships by delivering personalized financial advice and solutions. This role focuses on understanding client... ...Relationship Bankers are active in their communities, building new relationships, deepening existing ones, and enhancing the bank's...
Hourly pay
Full time
Bank staff
Shift work
Old National Bank
Owensboro, KY
3 days ago
Loan Sales Specialist
...and team success, all while growing their career. In The Role Effectively... ...to individual and branch goals Develop new connections and maintain ones by engaging... ...prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime...
Local area
Monday to Friday
OneMain Holdings Inc
Owensboro, KY
1 day ago
College Financial Representative, Internship Program - 2026-27470 - Woodland Hls, California
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual... ...our full-time Financial Representative career, allowing you to: Learn how to... ...a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications...
Full time
Internship
Local area
Flexible hours
Northwestern Mutual
Owensboro, KY
1 day ago
Technical Services Advisor
...HVAC Technical Advisor Koch Air, LLC has been focused on the distribution of quality Carrier... ...seeking a HVAC Technical Advisor for our Kentucky & southern Indiana market supporting the... .... Provide technical expertise on new product designs, redesigns, and recalls....
For contractors
Work at office
Koch Enterprises
Owensboro, KY
4 days ago
TSA Administrative and Law Enforcement Careers - Screening Officer
...systems Support the implementation of new office procedures and administrative systems... ...with employees, managers, timekeepers, financial staff, and external contacts Review... ...document guidance Current TSA vacancy-search tools Apply Today for a TSA Career Today...
Casual work
Work at office
Remote work
Flexible hours
Federal Screening Careers
Maple Mount, KY
18 hours ago
Client Relationship Banker - Growth & Guidance
...National Bank in Rockport, IN is seeking a Relationship Banker to build and deepen client relationships by delivering personalized financial guidance and solutions. You will understand client needs and connect them to our full range of products and services to support...
Old National Bank
Rockport, IN
3 days ago
Senior Home Lending Advisor - Owensboro KY
...team as a Senior Home Lending Advisor in Chase Home Lending and put... ...while marketing and promoting the financial products offered by Chase. You... ...opportunity to grow your career while making a significant impact... ...customers and introduces new clients to bankers for additional...
Work experience placement
Local area
Immediate start
Relocation
JPMorgan Chase & Co.
Owensboro, KY
more than 2 months ago
Graphic Designer & Communication Specialist
...do it all. We’re looking for Sailors with talent and originality, who aren’t afraid to think outside the box and see the world in a new way. RESPONSIBILITIES Develop print publications and multimedia content including video, still images, digital graphics, web products...
Full time
Local area
Overseas
U.S. Navy
Owensboro, KY
1 day ago
Oracle ERP Functional Analyst - IT Financial Operations
$77.2k - $96.5k
...in business, Accounting, MIS, Finance, or related field ~3+ years supporting or implementing Oracle EBS R12 and/or Oracle Cloud Financials ~ Hands-on experience with Order-to-Cash (O2C) and/or Procure-to-Pay (P2P) processes ~ Proficiency with Oracle Cloud...
Full time
Shift work
World Wide Technology
Owensboro, KY
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!