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
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Rigby, ID vacancy
- ...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...Suggested
WealthBridge Financial Group
Ucon, ID5 days ago $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...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Idaho Falls, ID3 days ago$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ 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, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Idaho Falls, ID5 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...SuggestedFull timeFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Idaho Falls, ID1 day ago$19.71 per hour
...customer service, supports branch operations and assists clients with their financial needs. Personal Bankers will develop skills to effectively navigate WaFd systems, engage clients through consultative conversations, and identify solutions that support customers' financial...SuggestedWork at officeWaFd Bank
Ammon, ID3 days ago- ...customer service, supports branch operations and assists clients with their financial needs. Personal Bankers will develop skills to effectively navigate WaFd systems, engage clients through consultative conversations, and identify solutions that support customers' financial...Work at office
WaFd Bank
Idaho Falls, ID5 days ago - ...access to healthcare education through employer-based training and workforce development programs nationwide. Job Description As our Financial Aid Administrator (FAA), you will meet and communicate with current, prospective and alumni students to guide them through the...
- ...About The Role Summary: We are a dynamic and growing community bank dedicated to providing exceptional financial services to individuals and businesses within our local area. Our mission is to build long-lasting relationships with customers by offering personalized...Hourly payFull timeTemporary workPart timeWork at officeLocal areaVisa sponsorshipWork visaNight shift
Citizens Community Bank
Idaho Falls, ID5 days ago - ...Successful Candidate Attributes: • Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3-5 units per month...Remote work
Caliver Beach Mortgage, LLC
Idaho Falls, ID3 days ago $17.43 per hour
At Beehive FCU, our common goal is to nurture our most valued asset: the friendships we have with our members. We are here to help--it's the only reason we exist. We believe we have the power to help our members with some of the most important, most difficult, and most...Hourly payPart timeWork at officeMonday to ThursdayBeehive Federal Credit Union
Rexburg, ID5 days ago- ...FLSA Status: Non-Exempt Summary: Receives and pays out money and keeps records of money and negotiable instruments involved in financial transactions by performing the following duties. Essential Duties and Responsibilities include the following. Other duties may...Full timeShift work
The Bank of Commerce
Idaho Falls, ID13 hours ago $16 - $18 per hour
The Financial Services Representative (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs. This role requires daily outbound calling, including high-volume collection...Hourly payFull timeWork at officeLocal areaShift work$15 per hour
Goldenwest Credit Unionis a premier non-profit financial cooperative providing exceptional member service to our members with locations in Utah and Idaho. Our employees earn a guaranteed base wage, annual bonus and a generous incentive and commission structure. Our welcoming...Hourly payFull timeMonday to Friday- Paycom at Northgate in Idaho Falls, ID 83401 is seeking a full-time Teller to handle cash and checks, process deposits and withdrawals, and maintain accurate transaction records. You will enter customer transactions into the system and issue receipts while ensuring daily...Full timeDay shift
$66.5k - $136.36k
...future intrigue you? If so, we might have just the opportunity you're looking for! The Idaho National Laboratory is seeking a Financial Analyst. This position serves as the liaison between the Director of Financial Planning and Analysis (M&O) and Business Management...Search Jobs - INL Professional Careers
Idaho Falls, ID3 days ago- ...been at the forefront of the wellness industry—creating safer, more effective products that promote the physical, environmental, financial, and personal well-being of millions worldwide. Known as The Wellness Company, Melaleuca’s focus on naturally derived, science-based...Full timeWorldwideRelocationRelocation package
Melaleuca
Idaho Falls, ID2 days ago - DescriptionNavarro Research and Engineering is recruiting a Construction Oversight Advisor (4003) in Idaho Falls, ID. Navarro Research & Engineering is an award-winning federal contractor dedicated to partnering with clients to advance clean energy and deliver effective...Full timeContract workTemporary workFor contractorsLocal area
Navarro Research and Engineering
Idaho Falls, ID3 days ago $17.5 - $30.85 per hour
Function Operates a customer service window to provide customers with exceptional customer service on a variety of transactions, and either provides technical direction and training for other customer service representatives. Suggests solutions and options to customers ...For contractorsWork at officeMonday to FridayFlexible hoursNight shift- ...floating holidays, prorated based on start date) ~ Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial...Local areaMonday to Friday
OneMain Financial
Idaho Falls, ID5 days ago - ...Associate Financial Analyst Enhancing the Lives of Those We Touch by Helping People Reach Their Goals Melaleuca has firmly supported this mission statement since our humble beginning in 1985. Everything we accomplish is done with an eye toward promoting the physical...Full timeInternshipImmediate start
Global Headquarters
Idaho Falls, ID3 days ago $221.1k - $365.7k
...Significant experience in investor relations, including prior work within or advising a publicly traded company. Strong understanding of financial statements, corporate guidance, valuation methodologies, capital markets, and public-company reporting. Proven ability to...Currently hiringLocal areaRemote workWorldwideFlexible hours$300k
Parts Coordinator The Parts Coordinator position is responsible for managing inventory, ordering, receiving, and distribution activities for equipment/production parts. Essential Duties Work with customers via phone or in person to determine which parts are...Work experience placementNight shiftVolm Companies
Idaho Falls, ID4 days ago$129.3k - $206.1k
Working at the Naval Nuclear Laboratory we foster pride in belonging to an organization whose culture is made up of these core values: Trust, Empowerment, and Collaboration. Our company promotes a positive culture while ensuring the safety and reliability of our nation'...For contractorsInterim roleWork at officeLocal areaNaval Nuclear Laboratory
Idaho Falls, ID13 hours ago$21.82 - $30.33 per hour
Be a part of a dynamic team whose common goal is to make a difference in our community. It is amazing to know that by being a part of the City of Idaho Falls team, you would be doing important work for our community that affects people’s lives. Every day brings new challenges...Full timeContract workTraineeshipWork at officeLocal areaShift workNight shift$21 - $26 per hour
...At U.S. Bank were 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 to life...Full timeTemporary workLocal area- ...needs, presenting HVAC and plumbing solutions, preparing estimates, and helping customers move forward with confidence. This is a consultative, in-home advisory role that blends technical understanding, strong communication, and relationship-building. Success in this...
Northstar Summit
Idaho Falls, ID18 days ago $23 - $25 per hour
...progressive environment with an emphasis on teamwork, customer service, training and personal development. Stability - Company is financially strong with an established base of customers and is well-positioned for continued expansion. History of Excellence - Work for an...Temporary workWork at officeMonday to FridayFlexible hoursShift workKenworth Sales
Idaho Falls, ID4 days ago- ...on supporting a project in accounting and finance related functions. Each project at Kiewit is run like a small business, with the Financial Analyst Intern concentrated on critical tasks such as cost control, payroll, accounts payable/receivable, human capital management...Full timeTemporary workInternshipRelocationWeekend work
Kiewit Corporation
Idaho Falls, ID4 days ago $22 per hour
Career Services Advisor As a leading healthcare education organization, Unitek Learning's family of schools helps thousands of students launch and accelerate their careers every year. As a rapidly growing and highly successful company, Unitek is also a great place to...Hourly payFull timeWork at officeLocal areaEagle Gate College
Idaho Falls, ID1 day ago- Kenworth Sales Company was founded in 1945 by the Treadways and is still family owned through 4 generations. With the combined service and support of over 1200 employees across 31 different locations, we were awarded the 2014 ATD Dealer of the Year Award and the 2019 Kenworth...Local areaShift work
Kenworth Sales
Idaho Falls, ID1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
Related searches