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. 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
- ...Job Title Patient Financial Counselor (Oncology) Job Summary The Patient Financial Counselor is responsible for providing comprehensive financial counseling and support to oncology patients to ensure understanding of financial obligations and access to appropriate financial...Suggested
- ...As a Financial Advisor with Farm Bureau Financial Services, you have the opportunity to build and lead your own business—creating long-term client relationships, growing recurring income, and building a future with more control over your time, income, and legacy. This...SuggestedWork at officeLocal area
- ...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...SuggestedLocal area
$97k - $192k
...Overview The Erickson 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 appropriate state licensing, or is willing to obtain it quickly...SuggestedWork at officeLocal areaWork from homeFlexible hours$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 office- ...A financial services consultancy based in the United States is seeking part-time remote consultants to assist clients with personalized benefits solutions. This role allows you to work 20 hours a week while maintaining your current job security. Responsibilities include...Weekly payPart timeRemote 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 timeContract workFor contractorsInternshipLocal areaFlexible hours$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 timeFor contractorsInternshipLocal areaFlexible hours$80.9k - $115.5k
...area, also open to remote candidates in Eastern or Central time zones with the ability to travel as needed for project work. What Financial Systems contributes to Cardinal Health Finance oversees the accounting, tax, financial plans and policies of the organization, establishes...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours- Cardinal Health is seeking a finance professional to support SAP systems and reporting. The role involves designing reports, providing user training, and improving functional processes. The ideal candidate will have a Bachelor's degree and 4+ years of experience in finance...Remote work
$70k - $80k
...history for the position: FDIC; Safe Act; Loan Originators; FINRA. 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,...Full timeTemporary workWork at officeMonday to FridayShift workDay shift- ...affords personal and professional growth opportunities. Learn more at Overview of Job Function Job Summary: Integral part of the Financial Planning and Analysis team. Responsibilities include financial planning and analysis on a corporate level; budgeting, forecasting,...Local areaShift work
- ...Job Description What is the opportunity? The objective of the Associate Financial Advisor role is to participate in and successfully complete the licensing process and gain industry experience in order to prepare for a career as a Financial Advisor (FA). The Associate...Full timeWork experience placementFlexible hours
- ...Merrill Advisor Development Program - Financial Advisor: Mountain Plains Market Omaha, Nebraska;Denver, Colorado; Lincoln, Nebraska... ...success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$41.71k - $62.5k
...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...Part timeLocal areaImmediate startDay shift- ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company dedicated to putting clients first. In this role, you will partner with an established Financial Advisor to serve clients, grow the branch, and positively impact communities...Temporary work
- ...anticipated to remain open for 30 days, from 10-Jul-2026. The posting may close early due to the volume of applicants. 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...Full timeTemporary workWork at officeLocal areaFlexible hours
$40 per hour
A leading cybersecurity company is looking for experienced professionals to evaluate AI-generated security content, solve cybersecurity problems, and provide crucial feedback. This position offers flexibility, allowing you to choose your projects and work on your own schedule...Hourly payRemote work- ...Senior level Employment type Employment type Contract Job function Job function Information Technology Industries IT Services and IT Consulting Referrals increase your chances of interviewing at 3i People by 2x Get notified about new Security Operations Center Analyst jobs...Contract workRemote work
$20 - $24 per hour
...About Us SolomonEdwardsGroup, LLC (“SolomonEdwards”) is a full-service professional services firm offering financial, operational and technology consulting and operations support. We work with some of the world’s most prominent companies to help them envision and achieve...Hourly payWork experience placementWork at officeLocal area- GENERAL SUMMARY Provides quality service by assisting customers accurately and efficiently, and develops long term customer relationships. Oversees the receiving and paying of money to bank customers, and ensures that accurate record keeping of deposits and withdrawals...Bank staffFlexible hours
- ...originating, underwriting, and managing a portfolio of commercial loans. You will work closely with business clients to understand their financial needs and provide tailored lending solutions that align with the bank’s policies and risk parameters. As a key player in...Work at officeLocal areaFlexible hours
- ...portfolio of commercial loans Identify new business opportunities through strategic calling and community engagement Analyze credit and financials to structure sound loan packages Maintain portfolio profitability, credit quality, and compliance benchmarks Collaborate with...Local area
- ...credit documentation pertaining to loans, including analyzing financial statements and periodic review of credit quality. ESSENTIAL DUTIES... ...and associate inquiries. Prepare monthly reports. Act as consultant for computer program input. Perform other reasonable duties as...Full timeWork experience placementBank staffWork at officeLocal areaFlexible hours
- GENERAL SUMMARY Provides quality service and develops long term customer relationships. Receives and pays money to bank customers and maintains accurate record keeping of deposits and withdrawals, negotiable instruments, and other bank transactions. RESPONSIBILITIES AND...Trial periodFlexible hoursShift workNight shift
- ...drawers throughout the day and at the end of each shift. Performs financial transactions in an efficient and precise manner. Supports... ...consumer/business banking products and services to confidently consult with customers. Enthusiastically educates customers on emerging...Work at officeShift work
- If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Teller Full Time Clerical Hawley, PA, US Salary Grade: Service Representative I or II (Based on experience) Duties...Full time
- Wayne Bank in Lincoln, NE is seeking a Teller to deliver courteous, accurate transactions and friendly service to customers. This full-time clerical role emphasizes accuracy, efficiency, and compliance with banking policies. You will handle cash, cross-sell bank services...Full time
- If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Teller Part Time Creighton, NE, US 13 days ago Requisition ID: 2935 The Personal Banker position is the consistent...Part timeWork at office
$17.5 - $19.39 per hour
Description Make the change and be the difference. Take ownership at Clock Tower Community Bank, a division of Morton Community Bank! Established in 1960 with just one location in Morton, IL, Morton Community Bank (MCB) has grown to over 550 employees, 50 branch locations...Flexible hoursShift work
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