Financial Consultant
WealthBridge Financial Group
Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-orientedFinancial Consultantto 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
- ...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
$72.7k - $95.5k
The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to...SuggestedHourly payWork experience placementWork at officeImmediate startRemote workFlexible hours3 days per week$140.3k - $210.5k
...yourself, you’ve found a match in Workday, and we hope to be a match for you too.About the TeamCome join our Healthcare Financials functional consulting team as a Financial Implementation Consultant and bring industry leading Workday solutions to healthcare organizations...SuggestedFull timeWork at officeRemote workWork from homeHome officeFlexible hoursNight shift$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 hours$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...SuggestedWork at office- ...we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. The Financial Advisor is responsible for managing existing client relationships and formulating and implementing advice. They are also expected...Bank staffWork at officeLocal area
$55k - $85k
...Financial Advisor We're seeking a relationship-driven Financial Advisor to turn complex financial data into clear, actionable roadmaps... ...financial legacy. Discover & Design Client Roadmaps Consult with clients to clearly ascertain their financial objectives, risk...Work at officeRemote workShift work- ...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering... ...offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients'...Work experience placementWork at officeLocal areaFlexible hours
$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...Full timeContract workFor contractorsWork at office- 1 week ago Be among the first 25 applicants Direct message the job poster from Prudential Financial Business Development Manager/ Stategic Growth Partner/ Upper Midwest & MT, WY Prudential Advisors is looking for an experienced financial professional in the Iowa City area...Full timeInternship
$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...Full timeContract workFor contractorsInternshipLocal areaRemote workFlexible hours- Job Title Will process customer transactions in a timely, accurate manner, adhering to established Bank regulations, policies and procedures. Will assist customers on the phone and in person. Key Responsibilities Candidate must be self-motivated with the ability...Flexible 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 timeInternshipLocal areaFlexible hours$80k - $140k
...established, relationship-driven private wealth practice is confidentially exploring opportunities to partner with experienced Financial Advisors who are looking for more than simply another firm. This opportunity is designed for advisors who value long-term relationships...Private practiceWork at office$20 - $23 per hour
...Bank At 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...Temporary workLocal areaRelocation package$20 - $23 per hour
...Title At 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...Temporary workLocal area- ...mindset Demonstrated basic proficiency in making appropriate recommendations that meet customer needs reactively and proactively Financial services industry experience preferred Ability to comply with U.S. Bank policies and procedures, including the Code of Ethics and...
- ...other duties as assigned. Qualifications: ~ High School Diploma or equivalent ~1-2 years of positions held within the financial banking industry. ~ PC, phone system, general office equipment ~ Proficient in using the suite of Microsoft Office systems...Work at officeLocal area
$17 per hour
...effort. Direct sales goals may be established by management for such items as referrals for other bank products.Identify customer's financial services needs and cross-sell services to meet those needs.Advise customers on promotional items and services. Give referrals to...Full timeBank staffWork at officeMonday to FridayNight shiftDay shift- ...development.The Portfolio Manager is responsible for providing financial and investment guidance to High-net-worth individual and Institutional... ...base.Perform proprietary investment research and due diligence.Consult with clients to develop investment objectives and goals and...Work at officeLocal area
$100k
Financial Services Representative - State Farm Agent Team Member Full Time in Iowa City - IA Location 1929 Keokuk St, Iowa City, IA 52240 Benefits 401(k) matching Bonus based on performance Competitive salary Dental insurance Health insurance Opportunity for advancement...Full time- ...The University of Iowa Health Care, Department of Pharmaceutical Care is seeking a 100% Senior Financial Analyst. This position has responsibility for performing complex, recurring and non-routine financial and cost accounting analysis of financial reports and data, ultimately...Full timeRemote work
$90.23k
...solve complex infrastructure challenges. We're seeking a Senior Financial Analyst to serve as a strategic business partner to leadership... ...in SaaS, technology, digital solutions, engineering consulting, infrastructure, or project-based business environments. Experience...Contract workWork experience placementH1bWork at office$29.17 - $34.11 per hour
...create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success—now and in the future—is...Hourly payWork at office- ...to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal...Work experience placementWork at office
- ...organizational, analytical, and communication skills. Proficiency with Microsoft Office and banking software systems. BANK offers a competitive benefits package designed to support your health, financial future, and work-life balance, including: #J-18808-Ljbffr BANKFull timeWork at office
- ...Description POSITION SUMMARY : Perform a full range of Retail banking services for individual customers with emphasis on personal financial needs. Process teller transactions, open and close accounts and uncover consumer loan opportunities. Assist customers with banking...Work experience placement
$50k - $120k
Responsive recruiter Benefits: ~ Health insurance ~ Paid time off ~ Training & development ~ Vision insurance ~401(k) ~ Bonus based on performance ~ Dental insurance You May Be a Great Fit as an Acquisitions Specialist ...For contractorsWork at office- ...seeking an experienced, highly organized Full-Charge Bookkeeper to join our team in Iowa City. This is a unique opportunity to manage financial operations across a diverse portfolio of local businesses under common ownership. The ideal candidate thrives in a fast-paced...Work experience placementWork at officeLocal area
$31 - $35 per hour
...electrify the world! We are seeking qualified candidates for our Grid Software Internship Program as a Power Systems Technical Consultant beginning in May or June 2027. This Is a fully remote role. You'll Make an Impact By: Supporting the delivery of technical...Remote jobHourly payPermanent employmentFull timeWork experience placementInternshipWork at officeLocal areaImmediate start
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