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

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

Vacancy posted 18 hours ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Eagle, ID vacancy
  • $120k - $260k

     ...We're on a mission to empower individuals to take control of their financial future, and we're looking for driven, coachable professionals to join our high-performing sales team.As a Financial Consultant you'll be the first point of contact for customers looking for... 
    Suggested
    Daily paid
    Flexible hours

    Americor

    Meridian, ID
    5 days ago
  • $92.22k - $106.1k

     ....We are looking for an experienced and client-focused Workday Consultant to join our team. As a key member of the team, you will have an...  ...wear multiple hats and help shape the vision for our Workday Financials Practice. You will be responsible for implementing Workday solutions... 
    Suggested
    Full time
    Contract work
    Local area
    Flexible hours

    Armanino

    Boise, ID
    5 days ago
  • $120k - $260k

     ...re on a mission to empower individuals to take control of their financial future, and we're looking for driven, coachable professionals to join our high-performing sales team. As a Financial Consultant you'll be the first point of contact for customers looking for financial... 
    Suggested
    Daily paid
    Flexible hours

    Americor

    Meridian, ID
    4 days ago
  • $120k - $260k

     ...re on a mission to empower individuals to take control of their financial future, and we’re looking for driven, coachable professionals to join our high-performing sales team. As a Financial Consultant you'll be the first point of contact for customers looking for financial... 
    Suggested
    Daily paid
    Full time
    Temporary work
    Flexible hours

    Americor

    Meridian, ID
    a month ago
  •  ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to help clients achieve their financial objectives through tailored advice on investments, retirement planning, and wealth management. You will analyze client needs with advanced tools, develop... 
    Suggested

    WealthBridge Financial Group

    Eagle, ID
    3 days ago
  •  ...the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial...  ...and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing... 
    Part time
    Immediate start

    Charles Schwab

    Boise, ID
    1 hour ago
  •  ...the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial...  ...and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing... 

    Charles Schwab Inc.

    Boise, ID
    4 days ago
  •  ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial... 
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Boise, ID
    18 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... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Meridian, ID
    1 day ago
  •  ...Eagle Gate College is seeking a Financial Aid Administrator to guide students through the financial aid process, determine eligibility, and process aid to maintain positive cash flow. This on-site role requires collaboration with students, faculty, and staff on campus.... 

    Eagle Gate College

    Boise, ID
    4 days ago
  •  ...First Command seeks an experienced Senior Financial Advisor to guide military families toward financial security, building long-term client relationships through a high-touch, consultative approach. As an experienced advisor, you will deliver comprehensive planning across... 
    Flexible hours

    First Command Financial Services

    Meridian, ID
    2 days ago
  • $115k - $141k

     ...in service of extraordinary outcomes.Job Title: Salesforce - Financial Services Cloud ConsultantResponsibilities:* Expertise and experience...  ..., and regulatory requirements.Qualifications:* 5+ years of Consulting or Industry (Banking, Fins) experience* Experience and... 
    Temporary work
    Local area

    Slalom

    Boise, ID
    3 days ago
  •  ...including digital tools, self-service options, or the appropriate team member.Build relationships, actively listen to understand everyday financial needs, and connect customers to relevant information, services, digital tools, or bankers.Identify potential product or service... 
    Part time
    Work experience placement

    Wells Fargo

    Eagle, ID
    4 days ago
  •  ...Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful... 
    Part time
    Work experience placement

    Wells Fargo

    Eagle, ID
    18 hours ago
  • About the role Our financial representatives at Modern Woodmen of America 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... 
    Local area

    Modern Woodmen

    Boise, ID
    1 day ago
  • Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor... 
    Work at office
    Flexible hours

    Bankers Life

    Boise, ID
    3 days ago
  • A financial services firm is seeking qualified candidates for part-time, remote work. This role offers the opportunity to earn additional income by helping clients with personalized benefits solutions. Responsibilities include virtual conversations with clients, scheduling... 
    Remote job
    Part time

    AO Garcia Agency

    Meridian, ID
    2 days ago
  • $132.03k - $161.37k

     ...-0014967At 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... 
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    Boise, ID
    2 days ago
  • $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 time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Boise, ID
    18 hours ago
  • $18 - $23.08 per hour

     ...needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our... 
    Hourly pay
    Work experience placement
    Shift work
    Day shift

    KeyBank

    Eagle, ID
    1 day ago
  •  ...Senior Wealth Service Associate Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American... 
    Work experience placement
    Work at office
    Local area
    Flexible hours

    California Bank & Trust

    Boise, ID
    4 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 time
    Internship
    Local area

    Unavailable

    Boise, ID
    18 hours ago
  • Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we build upon our 150-year legacy and usher in the next generation of banking, we’re committed to being the premier employer of choice. We’re proud ...
    Work experience placement
    Work at office
    Flexible hours

    Zions Bancorporation

    Boise, ID
    18 hours ago
  •  ...and to provide customized banking insights and solutions. Drives financial performance through profitable revenue and growth and quality...  ...as the Commercial client “expert” in providing differentiating consult, ideas, and options. Champions and leads business development efforts... 
    Full time

    Columbia Bank

    Boise, ID
    2 days ago
  • $46.99k - $122.4k

     ...a time. Primary Responsibilities: Assists in the development and preparation of annual budgets, forecasts, and long-term financial plans by collaborating with stakeholders to gather inputs, analyze financial data, and provide recommendations for financial targets... 
    Full time
    Work experience placement

    Oak St. Health

    Boise, ID
    2 days ago
  •  ...Merrill Advisor Development Program - Financial Advisor: Mountain West Market Spokane, Washington;Missoula, Montana; Kennewick,...  ...success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Boise, ID
    1 day ago
  • $80k - $90k

     ...offers the Merrill Advisor Development Program for aspiring Financial Advisors. Key Responsibilities Work with high‑net‑worth individuals...  ...coaching from the Academy and local leadership. Learning a consultative approach to identify client needs and appropriate solutions.... 
    Local area
    Shift work
    Day shift

    Bank of America

    Boise, ID
    1 day ago
  • $102.5k - $139.7k

     ...member, collaborating with project teams and supporting junior consultants.Partner with client finance stakeholders to understand...  ...Design and configure D365 Finance to support core accounting and financial processes such as General Ledger, AP/AR, Fixed Assets, Budgeting... 
    Full time
    Contract work
    Local area
    Flexible hours

    Armanino

    Boise, ID
    18 hours ago
  • $20 - $26.75 per hour

     ...to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefitsHERE as part of your total compensation. Washington... 
    Local area
    Flexible hours

    Watrust

    Meridian, ID
    1 day ago
  •  ...growth. In this role you will: Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement Lead discovery-driven conversations to understand customer needs and connect them with... 
    Work experience placement
    Flexible hours

    Wells Fargo

    Meridian, ID
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!