Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Planner

WealthBridge Financial Group

Overview 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 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. Responsibilities Engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals. Utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaborate with a network of industry experts and access to resources to enhance service delivery. Deliver exceptional service and foster long-term client relationships. 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 WealthBridge Financial Group

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Planner in Liberty, MO vacancy
  •  ...Job Description Job Description 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... 
    Suggested

    WealthBridge Financial Group

    Liberty, MO
    4 days ago
  •  ...applying for any new position.** Acknowledge ( **Job Description:** 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,... 
    Suggested
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Liberty, MO
    1 day ago
  •  ...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... 
    Suggested
    Full time
    Temporary work
    Work at office

    Academy Bank

    Liberty, MO
    1 day ago
  •  ...Bank Of America Job Opportunity 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, teammates, communities and shareholders... 
    Suggested
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Liberty, MO
    1 day ago
  • $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... 
    Suggested
    Local area
    Flexible hours
    Afternoon shift

    UMB Financial Corporation

    Gladstone, MO
    2 days ago
  • $20.55 - $25.05 per hour

     ...id: 38146**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’... 
    Hourly pay
    Monday to Friday
    Shift work

    Mercantil Commercebank

    Gladstone, MO
    5 days ago
  • PRIMARY PURPOSE OF JOB This position is the focal point in the branch for sales, service and/or referral opportunities in support of the overall branch goals and striving to make lifelong relationships with our customers. This position services existing customers ...
    Bank staff
    Local area
    Night shift

    SOUTHERN MISSOURI SAVINGS BANK

    Kearney, MO
    2 days ago
  • Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly new account...

    TradeJobsWorkforce

    Riverside, MO
    1 day ago
  • $18 - $22 per hour

     ...productive work culture, and we are proud to offer outstanding benefits and opportunities for career growth. The Job at a Glance Provides financial and account services to members in a confident and professional manner that assures efficient operations and exceptional service.... 
    Hourly pay
    Full time
    Temporary work

    Credit Union 1

    Gladstone, MO
    2 days ago
  • Job Description 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, teammates, communities and shareholders every day.... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Independence, MO
    5 days ago
  • Central Bank is seeking a Retail Banking Teller in Liberty, Missouri. The role involves processing financial transactions, providing exceptional customer service, and cross-selling products to meet client needs. The ideal candidate will promote a professional image, engage... 

    Central Bancompany

    Liberty, MO
    2 days ago
  •  ...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... 

    Central Bancompany

    Liberty, MO
    1 day ago
  •  ...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. Process financial transactions accurately and timely in a friendly... 

    Central Bank

    Liberty, MO
    3 days ago
  • $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 time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Independence, MO
    4 days ago
  • $72k - $90k

     ...resource alignment Demonstrated leadership in providing project deliverables as assigned Ability to manage budgets, analyze financial reports, and track profitability across projects Skilled at navigating complex challenges with analytical rigor Experience in... 
    Full time
    Remote work
    Shift work

    World Wide Technology

    Independence, MO
    3 days ago
  • NBH Bank in the United States is seeking a Teller to handle routine transactions, deliver exceptional client service, and contribute to meeting branch sales and service goals. The role emphasizes accuracy, adherence to established procedures, and teamwork in a supportive...

    NBH Bank

    Gladstone, MO
    2 days ago
  • $37 per hour

     ...with bank clients and delivers solutions by identifying referral opportunities for new products and services based on the customer's financial goals. The Teller performs efficient and accurate banking transactions while: Communicating clearly with clients aking... 

    TradeJobsWorkforce

    Riverside, MO
    3 days ago
  •  ...Teller Position The Teller position involves providing outstanding member service through the execution of financial transactions and assisting members with their financial needs. The role places emphasis on fostering member relationships by proactively recommending... 

    CommunityAmerica Credit Union

    Independence, MO
    4 days ago
  • NBH Bank in Excelsior Springs, MO is seeking a Teller to deliver exceptional service and support diverse clients with everyday banking needs. You will perform routine and transactional tasks, support sales and service goals, and assist other departments as needed. We value...

    Bank Midwest

    Excelsior Springs, MO
    2 days ago
  • NBH Bank is seeking a Teller to deliver accurate cash handling and personalized client service at our banking center. You will operate within established processes, support diverse customers, and contribute to achieving individual and banking center sales and service goals...

    Bankmw

    Excelsior Springs, MO
    2 days ago
  •  ...Union At CommunityAmerica, our mission is simple: to guide our Members and communities on a path to thrive, helping them achieve financial peace of mind and confidently pursue financial freedom. We're more than a credit union, we're trusted financial partners, committed... 

    CommunityAmerica Federal Credit Union

    Independence, MO
    1 day ago
  • Teller Job duties are listed below, other duties may be assigned: Receive checks and cash for deposit, verify amounts, examine checks for endorsements. Cash checks and pay out money after verification of signatures and customer balances. Enter customers'...
    Full time
    Temporary work
    Part time
    Shift work
    Night shift

    Hnb National Bank

    Kearney, MO
    1 day ago
  • $18 - $20 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 pay
    Work at office
    Local area
    Shift work

    World Acceptance Corporation of Missouri

    Independence, MO
    4 days ago
  • $1,000 per month

     ...just one component of our competitive Total Rewards package, which includes wellness programs designed to support our team members' financial, physical, and mental well-being. Specific benefits—such as day-one medical coverage, 401(k) matching, and annual performance... 
    Hourly pay
    Local area
    Flexible hours
    Shift work
    Night shift

    PENN Entertainment

    Riverside, MO
    4 days ago
  • Title:Financial Analyst IILocation: Independence, MOSalary: $106,800 - $138,800Schedule: 980 ScheduleFocus: The Financial Analyst II supports accurate product costing, financial reporting, and business decisions in a high-volume ammunition manufacturing environment. This... 
    Contract work
    Temporary work
    For contractors
    Work at office
    Local area

    OLIN

    Independence, MO
    3 days ago
  • Unilever is seeking a Senior Industrial Finance Manager for the NA Foods network, based at Independence, MO, with travel to Chicago, KC, and Toronto. You will lead site finance, strengthen controls, and drive performance across three factories while coaching a team of site...

    Unilever

    Independence, MO
    2 days ago
  •  ...that this position is based on our campus in Madison, WI, and requires relocation to the area. We recruit nationally and provide financial relocation assistance. We're looking for a Financial Analyst to work strategically with Epic's customers. You'll work in a creative... 
    Relocation
    Visa sponsorship
    Relocation package

    Epic

    Independence, MO
    2 days ago
  •  ...Job Description Job Description We are currently seeking FITNESS ADVISORS to assist in the financial growth and success of Genesis Health Clubs. Mainly responsible for leading and participating in all sales related areas including prospecting, new member sales and... 

    Genesis Health Clubs

    Independence, MO
    9 days ago
  • $17 per hour

    Job Description: GardaWorld Security Services is Now Hiring a Tactical Security Ambassador! Ready to suit up as a Tactical Security Guard? What matters most in a role like this is your ability to read the environment, anticipate risk, and act accordingly. Tell us...
    Hourly pay
    Full time
    Casual work
    Local area
    Immediate start
    Shift work
    Night shift

    GardaWorld Security Services U.S.

    Independence, MO
    4 days ago
  • $15 - $22 per hour

    DICK'S Sporting Goods in Independence, Missouri is seeking Advisors to deliver exceptional athlete experiences. As part of our team, you will guide athletes through checkout and loyalty programs, building strong connections and providing a seamless shopping journey. We...
    Hourly pay

    DICK'S SPORTING GOODS INC

    Independence, MO
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Planner. Be the first to apply!