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
- ...Financial Counselor For Medical Billing At Western Montana Clinic, we are continuing our 100-year tradition of providing excellent health care to the community. We are a group of local, independent providers practicing in multiple specialties. Our mission remains the same...SuggestedFull timeWork at officeLocal area
Western Montana Clinic
Missoula, MT1 day ago - ...excellent career opportunity for you. WestPac is a wealth management firm committed to assisting clients in every aspect of their financial lives. Our focus centers on clients’ visions for their future to create a lasting impact on their wealth potential. We help people...Suggested
Frey Consulting Group
Missoula, MT3 days ago $50k - $125k
...Job Description 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 regional financial advisors. With over 100 years of history, Edward Jones offers a legacy of experience and...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Missoula, MT2 days ago- ...excellent career opportunity for you. WestPac is a wealth management firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their future to create a lasting impact on their wealth potential. We help...Suggested
WestPac Wealth Partners
Missoula, MT5 days ago - ...Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow...Suggested
Thrivent Financial
Missoula, MT5 days ago - Overview Prudential Advisors is looking for an experienced financial professional in the Missoula area that is interested in working with Prudential's existing clients base. This position will allow you to grow your career and business, helping the people and families that...Full time
- ...life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients... ...your success Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate...Interim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Missoula, MT3 days ago - ...market share through new account acquisition, deepening relationships through referrals and helping our clients to reach their full financial potential. You will assist clients with everyday cash handling transactions as well as engage with them as a relationship manager...Hourly payFull timeTemporary workPart timeWork at officeLocal areaVisa sponsorshipWork visaMonday to FridayFlexible hours
Glacier Bancorp
Missoula, MT3 days ago - Entry Level Teller Position This entry level teller position is responsible for greeting customers and handling broad-based banking service and customer transactions. None Note: Only minimum responsibilities are listed. Other responsibilities may be required as requested...
Stockman Bank
Missoula, MT4 days ago - ...Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Maintain strict confidentiality of customer's personal and financial information. Develop and improve skills through training programs and regular feedback discussions with supervisors which help...Work at officeLocal areaVisa sponsorshipWork visaFlexible hours
First Security Bank of Missoula
Missoula, MT4 days ago - SENIOR CREDIT OFFICER-NORTHWEST MARKET Officer Full-Time Missoula Downtown, Missoula, MT, US 1 Attachments 4 days ago Requisition ID: 4283 Position General Responsibilities Work closely with the Market President on the credit portfolio to include assisting with monitoring...Full timeWork experience placementLocal area
Stockman-Bank-of-Montan
Missoula, MT1 day ago - First Security Bank in Missoula, MT seeks a detail‑oriented loan support specialist to establish and maintain loan files, ensuring accuracy of all documents and timely processing. You will input documents, verify disclosures, and support the loan officers in preparing ...
First Security Bank of Missoula
Missoula, MT4 days ago $60k - $93k
...preparation, and closing coordination for an assigned pipeline of loans. This role is responsible for translating borrower information, financial statements, collateral data, and underwriting assumptions into clear, accurate analysis for final underwriting by a loan officer....Permanent employmentFull timeTemporary workMoFi
Missoula, MT23 hours ago- ...of trust, update files/records internally and with the State and County. Identify, input, and maintain outstanding collateral and financials items in tracking system to ensure follow-up items are being reported, tracked, and resolved. Maintain communication with lenders...Work at officeFlexible hours
Glacier Bancorp
Missoula, MT23 hours ago - Officer Full-Time Missoula, MT, US Position General Responsibilities: Process and approved commercial, agricultural and some consumer loan requests. Inspections and verification of collateral and evaluation of operations through field inspections. Development ...Full timeWork experience placement
Stockman Bank
Missoula, MT4 days ago - ...optimize cash flow and minimize risk in a high-value equipment environment. Support credit analysis efforts, including review of financial statements and payment histories for larger accounts. Collaborate with leadership to strengthen credit controls, reporting, and cross...Work at office
Modern Machinery Co., Inc.
Missoula, MT23 hours ago $60k - $90k
Lithia Toyota of Missoula Now Hiring: Express Lube Advisor Pay: Commission plan with estimated earnings of $60k - $90k annually Schedule: Monday through Friday Why Join Our Team? Competitive Compensation: Enjoy a competitive pay that reflects your skills...Temporary workImmediate startMonday to FridayLITHIA
Missoula, MT17 days ago$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 placementH1bCDM Smith
Missoula, MT3 days ago- ...Skyfish is building the next generation of drone technology. Chief Financial Officer (CFO) – Investor Relations Focus About Skyfish Skyfish is an American autonomous drone platform developer and manufacturer entering a period of rapid growth as we prepare for...Full time
Skyfish
Missoula, MT5 days ago $80.17k
Senior Grants Coordinator The International Rescue Committee (IRC) responds to the world's worst humanitarian crises, helping to restore health, safety, education, economic wellbeing, and power to people devastated by conflict and disaster. Founded in 1933 at the call...Contract workWork at officeLocal areaRemote workOverseasFlexible hoursInternational Rescue Committee
Missoula, MT4 days ago- Job Description Job Description Are you an outgoing, service-oriented professional who enjoys helping others navigate major life moments like homeownership? Clearwater Credit Union is seeking a Mortgage Lender to join our team in Missoula, Montana. In this role ...
Clearwater Credit Union
Missoula, MTa month ago - Glacier Bancorp is seeking a Corporate Fair and Responsible Banking (FARB) Analyst in Missoula, Montana. This role ensures compliance with fair lending laws and performs complex data analysis to provide actionable insights. The Analyst will lead fair lending reviews and...
Glacier Bancorp
Missoula, MT5 days ago - Providence St. Patrick Hospital in Missoula, MT is seeking a Communication Specialist to manage the hospital switchboard, handle calls and messages, and support after-hours communications for multiple providers and facilities. The role emphasizes patient-focused service...
Providence Health Plan Group
Missoula, MT4 days ago $15.55 per hour
...Beauty Advisor, you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative approach and ensure an excellent overall client experience. You will maintain expert knowledge of top beauty brands, execute...Part timeFlexible hoursShift workNight shiftWeekend workKohl's
Missoula, MT1 day ago- Digital Campaign Manager - Missoula *This position requires you to work 5-days a week in our Missoula office, and will involve supporting the Missoula team.* About Townsquare Ignite: Founded in 2010, Townsquare Ignite products and solutions are a combination...Work experience placementCasual workWork at officeLocal area
Townsquare Ignite
Missoula, MT4 days ago $25 - $35 per hour
Ad Ref: FAR-01640 Do not fill out any form or use any other apply button on this page. Use the blue link below to submit your application. FAR Inspections is actively seeking a reliable independent contractor to perform residential mortgage inspections in Missoula...Hourly payPrice workExtra incomeFull timeContract workPart timeFor contractorsLive inFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
- financial planner Missoula, MT
- financial planning associate Missoula, MT
- associate corporate finance Missoula, MT
- wealth advisor Missoula, MT
- financial consultant Missoula, MT
- jde finance consultant Missoula, MT
- financial advisor Missoula, MT
- finance associate Missoula, MT
- financial planning administrator Missoula, MT
- financial associate Missoula, MT