Financial Consultant
WealthBridge Financial Group
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
$89.71k
Applications will be accepted until position is filled - Apply on-line. *At the option of the hiring official, a candidate will be placed in one of the following levels based on education, experience, knowledge, skills, and behaviors required. SUMMARY - Senior Information...SuggestedFull timeWork experience placementWork at officeNight shiftWeekend workAfternoon shiftWeekday work- ...About the job Financial Consultant (Remote) Achieve Balance and Impact with a Part-Time Financial Consulting Role About Us: We’re a trusted financial services company dedicated to helping clients build and protect their wealth. With licenses across the U.S., Canada...SuggestedExtra incomePart timeRemote work
- ...achieving goals and supporting the banking center staff as needed Build and maintain relationships with customers to help identify financial products and services that meet their needs Promote financial products and services Open deposit accounts and take loan...SuggestedPart timeBank staffLocal areaMonday to FridayWeekend work
- ...Job Description Job Description Position: PeopleSoft Financials Consultant Location: Oklahoma City, OK Duration: 12+ months Interview: Video + In Person Our client is looking for 3 PeopleSoft consultants for a long-term contract. This is also an immediate...SuggestedLong term contractImmediate start
$20 - $24.95 per hour
...suite of benefits, including a full range of health and life, financial, and wellness benefits. For more information about benefits,... ...assigned.) • Contribute to achieving branch sales goals through a consultative sales approach with new and existing customers, following the...SuggestedHourly payMonday to ThursdayFlexible hoursNight shift- ...paced ever changing environment. Ability to remain calm and professional in high pressure/stressful situations regarding patient financial and medical conversations. Ability to work with minimal supervision and make independent decisions. Reliable transportation as may...Work experience placementWork at officeLocal areaImmediate start
- ...Job Description Join our team as a Patient Financial Advisor at the INTEGRIS Health 5300 Building, in Oklahoma City, OK. INTEGRIS Health... ...physical demand and/or respiratory fit test requirements. Please consult the Physical Demands Project SharePoint site or contact Risk...Work at office
$97k - $192k
...Opportunity for advancement Training & development Vision insurance The Mallett Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the...Work at officeLocal areaWork from homeFlexible hours$97k - $192k
...income ranging from $97,000 to $192,000+, commensurate with experience and outcomes Exclusive training/development with experienced financial services professionals An environment and culture of mutual support and growth Attainment of prestigious credentials and...Work at officeLocal areaWork from homeFlexible hours$60k - $80k
...Financial Representative Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life....Local area- ...Financial Counselor II – Responsibilities The Financial Counselor II provides financial guidance and support to patients by reviewing insurance coverage, estimating patient financial responsibility, and assisting with payment arrangements and financial aid applications...
- # Financial AdvisorMV Investment Advisors Building - West Tisbury, MA 02575## OverviewSalary Range$79,261.88 - $89,174.09 Salary## DescriptionThis is a Full-time in person Position located in West Tisbury, Ma **Position Summary:** Responsible for developing new and maintaining...Full timeWork at office
- ...Thrivent Financial is seeking financial advisors in Oklahoma City to provide expert advice while helping clients build and protect their financial well-being. The role emphasizes building long-term relationships and provides unlimited earning potential through commissions...Flexible hours
- Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has...Part timeWork experience placementNight shift
- Join to apply for the Financial Advisor role at First Command Financial Services, Inc. Financial Advisor Careers at First Command Shaping Positive Financial Behaviors since 1958 9 out of 10 of our Financial Advisors are veterans or military spouses. With 165+ offices...Hourly payMinimum wageFull timeTemporary workFor contractorsTraineeshipInternshipWork at officeLocal areaHome office
$50k
Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business...Work at officeHome officeFlexible hours- Job Description Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having...
- ...with the world. Find out what makes you Modern Woodmen material and start your journey toward a career worth sharing. Our licensed financial services professionals maintain control over what they make, and how they spend their time. You will work hard. You will earn and...Permanent employmentFull timeWork experience placement
$60k - $75k
...individuals with a strong focus on sales to join our firm as Financial Advisors (FA) (Financial Planners) . This is a top-tier position... ...is spent on administrative tasks such as writing plans or consulting with the team. Oversee client issues and guide the team to ensure...Full timeLocal areaMonday to FridayFlexible hoursAfternoon shift$100k - $250k
...established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized macroeconomic... ...BrokerCheck). Entrepreneurial mindset with a commitment to a consultative, relationship-first planning process. Compensation &...Work at officeLocal area$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...Work at office- 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 behaviors through one‑on...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...Full timeContract workFor contractorsWork at office$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 timeInternshipLocal areaFlexible hours$90k - $160k
...practice specializes in providing strategic, operational, and financial advice to private equity firms and other over‑performing or transitioning... ...the Turnaround & Restructuring client service teams. Execute consulting engagement tasks, including financial modeling, client...Work experience placementCurrently hiring- ...client relationships by providing high-level customer service, proactively identifying strategic investment opportunities, and driving financial planning by gathering and analyzing data to create robust financial plans that meet clients’ financial goals.PRINCIPAL DUTIES AND...
$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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Senior Associate, Gaming and Hospitality Financial Advisory RSM's Accounting and Finance Consulting (AFC) practice's National Gaming and Hospitality group is seeking a Senior Associate to join our team. We have worked solving unique finance and operational issues within...
- ...stronger support, better technology, and a clearer path toward building long-term enterprise value. If that sounds familiar, Strategic Financial Concepts may be exactly what you've been looking for. Why Experienced Advisors Make the Move Many successful advisors eventually...Remote work
$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 timeInternshipLocal areaFlexible hours
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