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. 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 WealthBridge Financial Group
$20 - $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...SuggestedLocal areaFlexible hoursAfternoon shift- ...prospective members through a consultative sales approach recommending the right credit union products and services to meet the members financial goals. Provides an engaging onboarding experience. Processes financial transactions, including deposits, withdrawals, loan...SuggestedWork experience placement
$22 per hour
...Personal Banker at FNBO, you’ll have the opportunity to do that every day by getting to know your customers and supporting them on their financial journeys.About This Role:ROLE DESCRIPTIONAt FNBO, we always put the customer first — which drives everything we do. In your role,...SuggestedFull timePart timeWork experience placementFlexible hours- UMB Financial Corporation is seeking a Personal Banker I in Lee's Summit, MO, focusing on building customer relationships and recommending financial solutions. The role entails achieving sales metrics and managing customer interactions effectively. The ideal candidate has...Suggested
- A financial services company in Lee's Summit is looking for a Business Development Officer. The role involves generating new business relationships, achieving quarterly financial goals, and developing marketing plans aimed at small business clients. The ideal candidate...Suggested
- ...Officer. This role involves generating loans, establishing new business relationships, and achieving quarterly targets within the financial services sector. Candidates should have 3-5 years of experience, strong analytical and organizational skills, and ideally a Bachelor...Work at office
- ...Personal Banker 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 culture is about our people, the ones...Full timeMonday to Friday
$16.5 per hour
...Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential...Full timeTemporary workWork at office- WealthBridge Financial Group in Lee's Summit is seeking a results-oriented Financial Consultant to engage with clients, providing tailored financial advice and strategies. This role involves leveraging financial expertise to develop comprehensive solutions, including investment...
- Medium is seeking passionate individuals for a role focused on securing financial well-being for families. The position offers flexibility with a work-from-home option, allowing for a balanced personal and professional life. Day-to-day tasks include conducting virtual consultations...Remote workWork from home
- AO Garcia Agency is seeking passionate and motivated individuals for a flexible work-from-home role. You will conduct virtual consultations, assess client needs, and maintain relationships while completing administrative tasks. The position offers a qualified lead program...Weekly payRemote workWork from homeFlexible hours
- AO Garcia Agency is seeking a passionate individual for a role that allows for flexibility and growth opportunities. You will conduct virtual consultations with clients, assess their needs, and build lasting relationships. Incentives include no cold calling, qualified...Remote work
- ...full-time position emphasizes excellent customer service, promoting our banking products, and achieving sales goals while ensuring financial compliance. The ideal candidate will possess strong communication and sales skills, have prior banking experience, and be eager to...Full time
- ...individual in Lee's Summit, Missouri for a position that involves conducting virtual consultations with clients and assessing their financial needs. The role offers a flexible work schedule and the opportunity for professional growth with no cold calling involved....Remote jobWeekly payFlexible hours
- A regional financial institution in Harrisonville is seeking a Personal Banker to improve customer financial well-being. Responsibilities include welcoming customers, assisting with transactions, and providing personalized financial advice. The ideal candidate will have...
- ...responsible for demonstrating a strong knowledge of mortgage, business, and installment loan options, and providing a broad base of financial and credit services. Additionally, Relationship Bankers are expected to assist other departments as needed, build a great rapport...Remote workFlexible hours
- PRIMARY PURPOSE OF JOB Manage SBA and commercial credit relationships. Create and maintain close relationships with all parties involved in loan transactions while facilitating sales through the structuring of creative and appealing loan products. EXPECTATIONS...Bank staffWork at office
- ...our organization. This position offers a rewarding opportunity to build relationships, get to know our clients, and support their financial well-being by offering tailored solutions to meet their needs. Responsibilities include: Processing financial transactions...
- ...opportunities which align with our company initiatives and core values. Responsibilities and Expectations Accurately Perform Financial Transactions and Functions Accurately process financial transactions including but not limited to deposits, withdrawals,...Hourly payPart timeCurrently hiringWork at officeLocal areaFlexible hours
- ...including product referrals and meeting Banking Center Associate Standards. Provide exemplary customer service. Process a variety of financial transactions in a timely and accurate manner. Maintain security of assigned cash, balancing each day's transactions and verifying...Monday to Friday
- ...and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of...Work at officeLocal area
- ...Ideal candidates for this position should possess some or all of the following skills: ~ Previous banking, cash handling or financial service experience ~6+ Months of demonstrated successful cash handling experience ~ Bilingual language skills ~ Passionate and...Part timeFlexible hours
- ...administrative tasks. The agency provides comprehensive mentorship, industry-leading tools, and a qualified lead program, ensuring your success in this rewarding position. Join a motivated team dedicated to securing families' financial well-being. #J-18808-Ljbffr AO Garcia AgencyRemote jobWork from homeFlexible hours
- AO Garcia Agency is looking for a motivated individual to perform virtual consultations with clients in Lee's Summit, Missouri. The role offers a flexible schedule and the possibility to work from home, ensuring a balance between personal and professional life. Responsibilities...Remote jobWork from homeFlexible hours
- ...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 credit...Local area
- gpac in Lee's Summit, Missouri is seeking an experienced Commercial Loan Officer to drive local business development and manage a portfolio of loans. This role emphasizes building strong relationships with business owners and understanding their financing needs. The ideal...Local area
- Saint Luke's Health System in Lee's Summit, Missouri is seeking an experienced Risk Management Director to oversee the organization's Risk Management Program. The role includes investigating risk management inquiries, managing serious safety events, and providing guidance...
- Job DescriptionDirects the organization's Risk Management Program and protects the organization's financial assets through proactive processes designed to reduce the probability of adverse events and to reduce the severity and impact of losses once they occur. This position...
$120k - $135k
A leading property and casualty insurer is seeking a Director, Regional Field Leader in Risk Management. This role focuses on providing leadership to Risk Managers, ensuring exceptional service, and fostering connectivity within the team. The ideal candidate has a Bachelor...Remote job$120k - $135k
...dynamic and collaborative environment!**What We Do**We're a member-owned property and casualty insurer designed exclusively for financially successful families and driven by a purpose of doing what is right for our members. Our reciprocal model focuses on service and doing...Full timeRemote work
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