Financial Planner
WealthBridge Financial Group
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. 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. 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
$60k
A leading financial services firm is seeking motivated individuals for a career in financial planning. This commission-based role allows you to earn what you want, with first-year earnings averaging around $60,000 and potential income growth up to $790,000 within 15 years...Suggested$70k
Mid-American Wealth Advisory Group is seeking an experienced Certified Financial Planner (CFP®) to join our growing wealth management team. This individual will work directly with clients to understand their financial goals, develop comprehensive financial strategies, and...Suggested- A leading fraternal financial organization is seeking dedicated financial representatives to help individuals achieve their financial goals by providing guidance and creating tailored financial plans. Ideal candidates will demonstrate integrity, leadership, and a passion...Suggested
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- ...The International Financial Planner interacts with clients daily to gather information, analyze information, develop recommendations, implement recommendations, and monitor the financial plans of their clients. The Planner collaborates with one or more Wealth Managers...Suggested
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$21 per hour
...and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. UMB's branches offer many opportunities...Local areaFlexible hoursAfternoon shift$20 - $26.5 per hour
...Summary Personal Bankers are relationship-driven professionals who are passionate about helping clients achieve financial well-being and confidence in their financial future. They build and deepen relationships with existing and prospective clients by understanding...Hourly payFull timeTemporary workWork at office- WealthBridge Financial Group is seeking a dedicated Financial Consultant to join our team. You will develop personalized financial plans for clients, guiding their decisions and helping them reach long-term objectives. You will conduct comprehensive analyses across investments...
$20.55 - $25.05 per hour
...About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there...Hourly payPart timeMonday to FridayShift work$23.56 - $28.37 per hour
...First Financial Bank is seeking a Consumer Banker IV in Mission, Kansas. The ideal candidate will manage client relationships while providing banking services and product expertise. You will engage with clients, assist with account management, and contribute to sales goals...Hourly payFull time- ...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources Develop and maintain a high degree of visibility...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- ...Relationship BankerAt 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...
$117.9k - $173.39k
...Management team custom-tailors services for clients, incorporating financial planning, private banking, investment management, personal... ...meets their needs now, and in the future. As the Sr. Financial Planner, you will be working closely with the Wealth Advisors & Financial...Work at officeLocal areaFlexible hours- NBH Bank is seeking a Relationship Banker I in Grandview, MO to build trusted client relationships and deliver expert banking guidance. You will actively assist clients with mortgage, business and personal loan options while promoting digital solutions and excellent service...
- Primary Office Location: 2111 Blowing Rock Road. Boone, North Carolina. 28607. Join our team. Make a difference - for us and for your future. Position Title Floating Relationship Banker Business Unit Retail Reports to Varies Based On Assignment Position Overview This position...Work at officeNight shift
$21 - $22 per hour
...and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. UMB's branches offer many opportunities...Local areaFlexible hoursAfternoon shift- ...hiring a Relationship Banker II in Overland Park, KS. This role blends teller work with personal banking to deliver comprehensive financial services. You will handle complex transactions, guide customers, and promote bank products while ensuring regulatory compliance. The...
- .... Bank seeks a Relationship Banker to engage customers across in-person, by appointment, and virtual channels, delivering trusted financial guidance with a digital-first mindset. You will identify needs, open consumer and business accounts, process requests, and educate...
- ...departments to ensure the workflow or process is providing the best service to the customer. Proactively seeks ways to provide financial solutions to new and existing customer relationships to meet or exceed customer expectations. Proficient in determining customer...Full timeWork at office
$22.5 - $26 per hour
...the banking industry, combining the responsibilities of a teller and a personal banker, with an emphasis on providing comprehensive financial services to customers. This role requires deeper knowledge and expertise in banking products, customer service, and operational...Temporary workWork at officeLocal areaImmediate startFlexible hours- ...help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Financial Planner to join their dynamic team. The Senior Financial Planner will deliver comprehensive financial planning to clients with significant...Full timeWork at officeLocal areaRemote workFlexible hours
- NBH Bank is recruiting an Associate Banker to deliver exceptional service and help clients with accounts, products and digital solutions. You will work to meet individual and banking center sales and service goals while building strong client rapport and cross‑department...
- ...relationships and recommend banking solutions. You’ll receive extensive training on products and services, the sales process, and offering financial solutions, while working closely with leaders for mentorship. You’ll convert transactions into cross-sell opportunities, call...
- ...Simmons Bank is seeking a Relationship Banker in Missouri to grow and retain a robust client base. You will assess financial needs and present bank products to help clients reach their goals. You will engage clients via daily interactions, outbound calls, and in-branch...
$82.6k - $162.8k
...working alongside experienced team members to build your consulting and technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds. Join a team that is transforming how finance and...Local areaVisa sponsorship$10k
...opportunity for a recent college graduate or early-career professional who is interested in building a career in wealth management and financial planning.The Paraplanner provides technical, analytical, and operational support to our Wealth Advisors, with a primary focus on...Temporary workInternshipWork at office- ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your...Immediate startAfternoon shift
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