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. 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 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
- We are looking for a Financial Consultant - Exempt to join a long-term contract opportunity in Fridley, Minnesota. This position supports Commercial FP&A initiatives by combining financial analysis expertise with reporting, process improvement, and cross-functional project...SuggestedLong term contract
$60 - $65 per hour
...Job Title: Financial Consultant Responsibilities Partner closely with Commercial Finance and Analytics teams to accelerate ongoing projects. Convert manual, fragmented reporting into scalable dashboards and repeatable processes. Connect financial and operational drivers...SuggestedContract workTemporary work$72.8k - $130k
...health optimization on a global scale. Join us to start Caring. Connecting. Growing together. OptumRx is looking for a Financial Consultant to join our Optum Specialty & Home Delivery Finance Team. This individual will support and manage pricing and financial impacts...SuggestedMinimum wageFull timeContract workWork experience placementLive inWork at officeLocal areaRemote workMonday to FridayShift work- ...Advisors can do business with any client who resides in the USA.We are seeking an eager, strategic, and definitive Associate Financial Consultant to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven...SuggestedFull timeStart working today
$57.5k - $106.5k
...Wealth Sales & ServiceProvides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive... ...with members of the client relationship team to apply a consultative sales process and continually enhance the client experience....SuggestedPart time$19.29 - $23.34 per hour
...application process. Full Time Aitkin, MN, US 3 days ago Requisition ID: 1120 Salary Range: $19.29 To $23.34 Hourly About the Position: The Financial Services Representative serves as a primary resource for patients, providers, nursing staff, and other departments regarding...Hourly payFull timeWork from home$250k - $400k
## Financial AdvisorApplyremote type: On-Sitelocations: St Louis Park 5353 Wayzatatime type: Full timeposted on: Posted Todayjob requisition id: JR105982At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as...$70.35k - $196k
As a Workday Financials Integrations Developer Consultant, your primary responsibilities may include: Lead the design of integrations from point to point systems as well as holistic interchange services rendering effective data quality and dependable exchanges of digital...Full timeWork experience placementLive inWork at officeLocal area- Prudential Advisors is looking for experienced financial professionals in Minnesota that are interested in working with an existing book of clients. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools...Full time
- 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...
- Are you an experienced Financial Advisor/Financial Planner seeking an opportunity to serve your clients better? At Prudential Advisors , we can offer you more: More support, More clients, More compensation, and More client satisfaction. We have opportunities throughout...Contract work
$85k - $120k
...Role Overview The ideal candidate will have a well-developed understanding of the wealth management industry and have a passion for financial planning and client engagement. The Financial Planner will provide support to Wealth Advisors in all aspects of relationship...Local area$133.6k - $200.4k
...Finance Consultant At Medtronic you can begin a life-long career of exploration and innovation, while helping champion healthcare access... ...The Finance Consultant role will drive Medtronic's long-range financial planning, lead market benchmarking and reporting, partner...Work experience placementWork at officeLocal areaFlexible hours- ...Financial Consultant Required Qualifications ~ Bachelor's degree in Finance, Accounting, Economics, Business, Analytics, or related field. ~7+ years progressive experience in FP&A, Commercial Finance, Financial/Business Analytics, or Management Reporting. ~ Strong...
$55k - $95k
...Senior Financial Associate As a Senior Financial Associate, you will be a key member of a large producing team and will be actively involved in growing and cultivating the FA Team's business. You will have the ability to function independently on behalf of the FA Team...Full timeWork at officeFlexible hours$45k - $100k
...Financial Advisor Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Senior Financial Analyst Dessert Holdings is the leading premium dessert company in the world. We craft artisanal, scratch-made desserts at scale, combining culinary innovation with the finest real ingredients. With a rich heritage spanning seven distinctive brands...Work at office
$43k - $75k
...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...Contract workPart timeLocal areaImmediate startDay shift- ...applying for any new position. Acknowledge ( Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...Work at officeFlexible hoursShift workWeekend workDay shift
- JPMorgan Chase & Co. in Minnesota seeks a Private Client Banker to be the main point of contact for affluent clients and other customers in the Branch. You will manage their banking relationship with an advisory approach and help them access products and services that ...
$17 - $28.96 per hour
...exceptional service, and learn the skills to grow your banking career. In this role, you’ll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands‑on experience,...Hourly pay$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 timeFor contractorsInternshipLocal areaFlexible hours$55k - $95k
...opportunity to help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. As a Financial Advisor Services Consultant, you will partner with our recruiting teams and field leadership to provide a delightful and seamless experience to...Full timeFlexible hours- ...Job Description Job Description The FPS Associate interacts with Financial Representative teams and FPS team members to complete investment paperwork and analysis tasks for their clients. Roles and Responsibilities Complete, submit, and track new account investment...Contract workWork experience placement
- ...Job Description Job Description The Senior FPS Associate interacts with Financial Representative teams and FPS team members to complete investment paperwork and analysis tasks for their clients. Roles and Responsibilities Complete, submit, and track new account...Work experience placement
- ...Description Job Description Private Wealth Advisor Summary The primary responsibility of a Private Wealth Advisors at Seleskie Financial is business development. Paired with a dedicated Private Wealth Service Advisor (Second Chair), their goal is to grow the business...Work experience placementWork at office
$5,000 per month
...currently hiring for a Personal Banker at our St Paul branch. As a Personal Banker, you are the frontline of Blaze and a trusted financial guide for Members. You’ll engage directly with members to understand their goals, identify their financial needs, and confidently...Currently hiringRelocation packageMonday to Friday- ...volume, sales environment. Evaluate new and existing customer relationships and recommend bank products and services to support their financial success Follow established policies in accordance with the bank and the supervisor s direction Accountable for the personal...Work experience placementWork at officeFlexible hoursAfternoon shift
- ...Degree State Life and Health Licenses required to be obtained within 90 days of hire At least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or...Full timeWork at officeRemote workWork from homeFlexible hours
$88k - $176k
...Company:Marsh Description: We are seeking a talented individual to join our Government Healthcare Consulting team (GHC) at Marsh. The Government Healthcare Financial Consulting Manager partners with state governments and internal teams to manage overall service...Minimum wageFull timeLocal areaRemote workFlexible hours3 days per week1 day per week
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