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

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 WealthBridge Financial Group

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Fountain, CO 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

    Fountain, CO
    1 day ago
  •  ...Position Summary Provides certified financial counseling and instruction to Service members and eligible clients throughout the military-to-civilian transition process. The Financial Counselor helps clients understand their current financial condition, identify risk... 
    Suggested
    Hourly pay
    Full time
    Relocation

    Horizon Strategies

    Colorado Springs, CO
    4 days ago
  • $97k - $192k

     ...Opportunity for advancement Training & development Vision insurance The Pogue 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... 
    Suggested
    Work at office
    Local area
    Work from home
    Flexible hours

    Pogue Region - Modern Woodmen of America

    Colorado Springs, CO
    4 days ago
  • $61k - $119k

    Education 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... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Colorado Springs, CO
    1 day ago
  • $22 - $30 per hour

     ...an accommodation or an alternative application process. Patient Financial Counselor Full Time S1 CO - Colorado Springs, Colorado Springs,...  ...eligible to proceed with ART care, provide ART Financial Consult, and obtain payments prior to care, in accordance with Care Center... 
    Suggested
    Hourly pay
    Full time
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Ccrmivf

    Colorado Springs, CO
    5 days ago
  • Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through one‑on... 
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Colorado Springs, CO
    4 days ago
  • Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry‑leading training, mentors, and products. As a Financial Advisor... 
    Work at office
    Flexible hours

    Bankers Life

    Colorado Springs, CO
    5 days ago
  • Financial Advisor role at First Command Financial Services, Inc. 4 days ago - Be among the first 25 applicants Job Description Financial Advisor careers at First Command: shaping positive financial behaviors since 1958. 9 out of 10 of our Financial Advisors are veterans... 
    Hourly pay
    Minimum wage
    Full time
    For contractors
    Internship
    Work at office
    Local area
    Home office

    First Command Financial Services, Inc.

    Colorado Springs, CO
    5 days ago
  • $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... 
    Work at office

    UNAVAILABLE

    Colorado Springs, CO
    2 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,... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Colorado Springs, CO
    22 hours ago
  •  ...Job Description Job Description Paul Mitchell The School Colorado Springs is seeking a qualified Financial Aid Leader to join our family! With over one hundred schools nation-wide, Paul Mitchell Schools is growing faster than ever. Our "One Size Fits All" and "Be Nice... 
    Work at office

    Paul Mitchell Schools

    Colorado Springs, CO
    4 days ago
  •  ...will embrace you. Open up opportunities with HPE.Job Description:The Opportunity Consultants team is responsible to directly support pursuit and Sales teams in the account strategy, financial evaluation, risk assessment, pricing and Terms/Conditions negotiation required... 
    Full time
    Work experience placement
    Work at office
    Local area
    Immediate start
    2 days per week

    Hewlett Packard Enterprise

    Colorado Springs, CO
    6 days ago
  •  ...and company deductions following our union contracts. This position will also be responsible for supporting Windigo’s weekly financials, DC operational reporting and accounts payables. This position supports various aspects of the Finance department including... 
    Work at office

    Windigo Logistics

    Fountain, CO
    11 hours ago
  • $22.03 per hour

     ...Applications will be accepted through September 18th, 2026. Requirements: Three years' experience working for a bank or other financial institution preferred. Equivalent of a bachelor's degree. Experience in direct customer service roles and sales experience... 

    Central Bancompany

    Colorado Springs, CO
    1 day ago
  • $20 - $24.5 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... 
    Hourly pay
    Full time
    Temporary work
    Work at office

    Academy Bank

    Colorado Springs, CO
    2 days ago
  • $25 - $38.46 per hour

     ...the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial...  ...of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required)... 
    Hourly pay
    Full time
    Work experience placement
    Flexible hours
    Day shift

    Key Bank

    Colorado Springs, CO
    4 days ago
  • $19 - $23 per hour

     ...initial interview). This is a great fit for a customer-focused go-getter who enjoys building relationships, helping people with their financial needs, and being a key part of a supportive branch team. Pay: $19–$23/hour Location: Colorado Responsibilities Greet customers and... 

    Switchboard Hiring

    Colorado Springs, CO
    2 days ago
  • $25 - $38.46 per hour

     ...the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial...  ...of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required)... 
    Hourly pay
    Work experience placement
    Day shift

    Key Bank

    Colorado Springs, CO
    22 hours 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

    Colorado Springs, CO
    2 days ago
  • $97k - $192k

     ...insurance Opportunity for advancement Training & development Vision insurance The Pogue 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... 
    Work at office
    Local area
    Work from home
    Flexible hours

    Pogue Region - Modern Woodmen of America

    Colorado Springs, CO
    4 days ago
  • $90k - $120k

     ...Springs, Colorado Full-Time | In-Office Where Wealth Finds Its Foundation. Sela Capital Group is seeking an experienced CERTIFIED FINANCIAL PLANNER™ professional to join our growing wealth management team in Colorado Springs. We are an independent Registered Investment... 
    Full time
    Work at office
    Remote work

    Sela Capital Group

    Colorado Springs, CO
    3 days ago
  • About This entry-level position is designed for individuals who are passionate about financial planning, love to learn, and want to grow into an accomplished Financial Advisor. You’ll be part of a collaborative three-advisor team supporting each client: The Chief Advisor... 

    Carlson Financial

    Colorado Springs, CO
    5 days ago
  • Northwestern Mutual is seeking College Financial Representatives for their internship program in Colorado Springs, CO. Interns will build an integrated financial planning practice with guidance from experts and earn performance-based earnings. Responsibilities include networking... 
    Full time
    Internship
    Flexible hours

    Northwestern Mutual

    Colorado Springs, CO
    3 days ago
  • $60k - $72.2k

     ...Job Description Job Description Hybrid | Colorado Springs, CO A growing healthcare organization is seeking a Financial Analyst to join its Financial Planning & Analysis team. This is an excellent opportunity for an early-career finance professional looking to build... 
    Work at office
    Remote work

    Robert Half

    Colorado Springs, CO
    2 days ago
  • $80k - $150k

     ...Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing...  ...client relationships. Gather information from the client and consult with appropriate team members to recommend banking, borrowing... 
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Night shift

    KeyCorp

    Colorado Springs, CO
    2 days ago
  •  ...features. Direct message the job poster from Modern Woodmen of America Regional Field Recruiter at Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of... 
    Full time
    Local area

    Modern Woodmen of America

    Colorado Springs, CO
    2 days ago
  • $65k - $80k

     ...candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our... 
    Work experience placement
    Work at office
    Local area

    Dadavidson

    Colorado Springs, CO
    3 days ago
  • $21 - $25 per hour

    Auto Parts Coordinator Caliber Collision has an immediate job opening for an Auto Parts Coordinator to inspect, verify, and distribute parts to workstations while confirming arrival and accuracy with Body Technicians. The Parts Coordinator will also follow all guidelines...
    Hourly pay
    Weekly pay
    Immediate start

    Caliber

    Fountain, CO
    1 day ago
  •  ...inquiries and referrals that are generated from your contacts * Conduct interviews with prospective borrowers in order to analyze financial and credit data * Marketing, promoting, and selling Company's loan products * Negotiate rates and terms * Define and manage... 

    Cornerstone Capital Bank

    Colorado Springs, CO
    3 days ago
  • $25 - $26.77 per hour

     ...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... 
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Colorado Springs, CO
    4 days ago

Do you want to receive more vacancies?

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