Career-Transition Partnership - For Financial Advisors Approaching Retirement

WealthBridge Financial Group

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.
Deomonstrated 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

Apply

Vacancy posted 2 days ago

Similar jobs that could be interesting for youBased on the Career-Transition Partnership - For Financial Advisors Approaching Retirement in Tempe, AZ vacancy

HQ Senior Transitional Financial Advisor
...applicants. Join a financial services firm... ...20,000 financial advisors across the U.S. and... ...center of our partnership. Edward Jones associates... ...or build your career. View our... ...Headquarters (HQ) Transitional Financial Advisor... ...Jones offers a 401k retirement plan, and tax‑advantaged...
Partnership
Retirement
Temporary work
Work at office
Remote work
Home office
Monday to Friday
Flexible hours
Edward Jones
Tempe, AZ
3 days ago
Financial Advisor - PNC Wealth Management
...success. As a Financial Advisor within PNC Wealth... ...savings, investing and retirement goals. Our team of financial... ...and strategic approach will harmoniously keep... ...to elevate your career. At PNC Wealth Management... ...among branch staff. In partnership with branch manager...
Partnership
Retirement
Full time
Temporary work
Part time
Work experience placement
Work at office
PNC Financial Services Group
Paradise Valley, AZ
1 day ago
Associate Financial Advisor
...Associate Financial Advisor Join a financial services firm... ...at the center of our partnership. Edward Jones... ...start or build your career. If you're looking... ...Jones offers a 401k retirement plan, and tax-advantaged... ...in a human centered approach as we partner for positive...
Partnership
Retirement
Full time
Temporary work
Work at office
Local area
Flexible hours
Arizona Staffing
Chandler, AZ
3 days ago
US Experienced Financial Advisor
$50k
...branch-team business model. One financial advisor and one branch office... ...Edward Jones offers a 401k retirement plan, and tax-advantaged accounts... ...are at the center of our partnership. Edward Jones associates... ...place to start or build your career. View our Purpose,...
Partnership
Retirement
Work at office
Work from home
Home office
Flexible hours
Edward Jones
Chandler, AZ
4 days ago
Financial Advisor
$45k - $100k
...applicants. Join a financial services firm where your... ...and 20,000 financial advisors across the U.S. and... ...at the center of our partnership. Edward Jones associates... ...to start or build your career. View our Purpose,... ...term financial goals: retirement, building wealth, estate...
Partnership
Retirement
Traineeship
Work at office
Local area
Work from home
Home office
Flexible hours
Edward Jones
Gilbert, AZ
1 day ago
Financial Advisor
...families, you will focus on financial plans that are constantly... ...program designed for veterans, transitioning service members and... ...grow a successful Financial Advisor career. Sponsorship: First Command... ...itself, cannot assure that retirement or other financial goals will...
Retirement
Hourly pay
Temporary work
For contractors
Traineeship
Work at office
Local area
Home office
First Command
Tempe, AZ
5 days ago
Financial Advisor - Edward Jones Connections
...fiduciary, remotely serving our smaller clients in partnership with the clients' local Branch Office Team. Financial Advisors work together with the EJC department service... ...to associates. Edward Jones offers a 401(k) retirement plan, and tax‑advantaged accounts: health...
Partnership
Retirement
Temporary work
Work at office
Local area
Remote work
Work from home
Home office
Monday to Friday
Flexible hours
3 days per week
Edward Jones
Tempe, AZ
4 days ago
Client Relationship Consultant 4 (Banker) - Higley Rd - Gilbert, AZ
$27 - $33 per hour
...make better and smarter financial decisions and enabling... ...in their potential. A career with U.S. Bank gives... ...Develops collaborative partnerships with branch team... .... Benefits: Our approach to benefits and total... ...) and employer-funded retirement plan ~ Paid vacation...
Partnership
Retirement
Temporary work
Local area
U.S. Bank
Gilbert, AZ
1 day ago
Head Start Teacher
$40k - $59.8k
...cognitive-developmental approaches to enhance the... ...grow in your Head Start career by advancing into our... ...Division's EVIT Expanded Partnership, and several other... ...in the Arizona State Retirement System, a defined retirement... ...planning of child transitions into Head Start and...
Partnership
Retirement
For contractors
Work at office
Relocation package
Monday to Friday
Maricopa County, AZ
Tempe, AZ
5 days ago
National Financial Solutions Advisor I (Chandler, AZ) (Series 7 Required)
...National Financial Solutions Advisor I (Chandler, AZ) (Series 7 Required... ..., or planning for retirement. As part of our... ...growing a long-term career and a drive to make... ...to create a smooth transition and continuation of... ...defined consultative approach with clients to systematically...
Retirement
Work at office
Shift work
Day shift
Bank of America
Chandler, AZ
5 days ago
Senior Transitional Representative
$61.6k
.... Edward Jones has an opening for a Transitional Financial Advisor to maintain relationships with clients... ...issues or unfinished tasks. Work in partnership with the boa to ensure a high level... .... Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health...
Partnership
Retirement
Full time
Temporary work
Flexible hours
Weekend work
Edward Jones
Tempe, AZ
3 days ago
Client Relations Financial Representative, Service
...Company Description Join a financial services firm where... ...and 20,000 financial advisors across the U.S. and... ...at the center of our partnership. Edward Jones associates... ...to start or build your career. View our Purpose, Inclusion... ...Jones offers a 401k retirement plan, and tax‑...
Partnership
Retirement
Full time
Temporary work
Work at office
Home office
Flexible hours
Role, Inc.
Tempe, AZ
4 days ago
Service to Sales Operations Leader
$133.37k - $156.9k
...better and smarter financial decisions and... ...their potential. A career with U.S. Bank gives... .... This includes transitioning from product-... ...Cross-Functional Partnership Partner with product... .... Benefits Our approach to benefits and... ...employer-funded retirement plan Paid vacation...
Partnership
Retirement
Temporary work
Local area
Shift work
3 days per week
U.S. Bank
Tempe, AZ
1 day ago
Career Advisor
$55k
...: $55,000 per year The Career Advisor for Career Services prepares... ...insurance benefits. ~ Retirement program designed to promote... ...with discounts with ASU partnerships. Essential Duties:... ...graduates for a successful transition into the workplace. We help...
Partnership
Retirement
Full time
Part time
Internship
Work at office
Relocation package
Monday to Friday
Weekend work
Afternoon shift
Arizona State University
Mesa, AZ
11 hours ago
Sales Manager
$725 per month
...help advance your career. Our most... ...leads from medical, financial, and legal professionals... ...'s unique approach to sales, the systems... ..., courage, partnership and trust drive everything... ...insurance and retirement plans are... ...program. Veterans, transitioning active duty military...
Partnership
Retirement
Hourly pay
Full time
Temporary work
Part time
Work at office
Local area
Flexible hours
Brookdale Hockessin
Chandler, AZ
5 days ago
Sales Manager
$725 per month
...help advance your career. Our most... ...leads from medical, financial, and legal professionals... ...'s unique approach to sales, the systems... ..., courage, partnership and trust drive everything... ...insurance and retirement plans are... ...program. Veterans, transitioning active duty military...
Partnership
Retirement
Hourly pay
Full time
Temporary work
Part time
Work at office
Local area
Flexible hours
Brookdale Senior Living
Chandler, AZ
3 days ago
Client Relationship Consultant 4 (Banker) - Higley Rd - Gilbert, AZ
$27 - $33 per hour
...make better and smarter financial decisions and enabling... ...their potential. A career with U.S. Bank gives you... ...collaborative partnerships with branch team members... ...applicants. Benefits: Our approach to benefits and total... ...and employer-funded retirement plan Paid vacation (from...
Partnership
Retirement
Full time
Temporary work
Local area
U.S. Bank
Gilbert, AZ
2 days ago
Board Certified Family Medicine Physician
...Imagine stepping into a career that offers not just... .... Work in partnership with coordinators, mental... ...guarantee a complete approach to care. Engage in... ...additional paid CME days. Retirement plan with employer... ...vitality seamlessly transitions into tranquil desert...
Partnership
Retirement
Local area
Relocation package
Afternoon shift
MLee Medical Employment
Chandler, AZ
3 days ago
Production Supervisor
...making, and cross-functional partnerships. Be highly visible to team... ...hands-on, high-involvement approaches to problem-solving. Move about... ...abilities, provide plentiful career opportunities, and allow you... ...life insurance. A 401(k) retirement plan and an employee stock purchase...
Partnership
Retirement
Full time
Temporary work
Monday to Friday
Flexible hours
Shift work
nVent
Tempe, AZ
3 days ago
Operational Risk (Markets & Corporate Functions), Director
$160k - $211k
...opportunity with Mitsubishi UFJ Financial Group (MUFG), one of... ...you to own your career. Join MUFG, where... ...CRCO Reporting. Through partnership with the Head of Central... ...and very proactive in approach Ability to build... ...and wellness benefits, retirement plans, educational assistance...
Partnership
Retirement
Full time
Work experience placement
Local area
Remote work
MUFG
Tempe, AZ
3 days ago
Physician-Gastroenterology: Hepatology
In partnership with the University of Arizona, the Division of Gastroenterology... ...metropolis. This is an excellent career opportunity for a Hepatologist... ...guides, mindfulness, and more! - Financial wellness resources, including retirement plans with matching or 401b deferred...
Partnership
Retirement
Full time
Traineeship
Casual work
Immediate start
Banner Health
Tempe, AZ
7 days ago
Alternative Investment Associate
$66.64k - $78.4k
...better and smarter financial decisions and... ...their potential. A career with U.S. Bank gives... ...the investment advisor and their... ...withdrawals in the partnership accounting system... ...Benefits: Our approach to benefits and total... ...employer-funded retirement plan Paid vacation...
Partnership
Retirement
Temporary work
Work experience placement
Work at office
Local area
Remote work
Flexible hours
3 days per week
Us Bank
Tempe, AZ
1 day ago
HR Generalist
...HR Generalist Career Growth Opportunity Location Pinnacle Charter... ...pipelines through community partnerships, educational institutions,... ...Serve as a professional and approachable point of contact for employee... ...other available benefits. Retirement plan participation. Paid time...
Partnership
Retirement
Full time
Work at office
Local area
Flexible hours
MGRM
Tempe, AZ
1 day ago
Financial Operations Associate
$20 - $23 per hour
...TEKsystems is partnering with a leading financial services organization in Tempe, AZ... ...and operational procedures Support retirement and investment account processing activities... ...drive change. That's the power of true partnership. TEKsystems is an Allegis Group company...
Partnership
Retirement
Contract work
Temporary work
Immediate start
TEKsystems
Tempe, AZ
2 days ago
Control Manager - Vice President
...opportunity to grow your career while making a... ...continuous and integrated approach to risk assessment. Additionally... ...vision Forge strong partnerships with internal... ...Skills 7+ years working in financial services, with... ...and wellness centers, a retirement savings plan, backup childcare...
Partnership
Retirement
Fairygodboss
Tempe, AZ
2 days ago
Remote Transitional Financial Advisor
Edward Jones is looking for a HQ Transitional Financial Advisor based in Tempe, AZ. This role involves maintaining client relationships when a branch office needs a temporary Financial Advisor, requiring 2+ years of Financial Advisor experience. Candidates must have Series...
Remote job
Temporary work
Work at office
Edward Jones
Tempe, AZ
3 days ago
Compliance Officer
...applicants. Join a financial services firm... ...20,000 financial advisors across the U.S.... ...the center of our partnership. Edward Jones associates... ...or build your career. View our... ...Develop skills for transition to role requiring... ...offers a 401k retirement plan, and tax-advantaged...
Partnership
Retirement
Temporary work
Work experience placement
Work at office
Home office
Flexible hours
Edward Jones
Tempe, AZ
5 days ago
Client Relationship Consultant 4 (Banker) - Higley Rd - Gilbert, AZ
$27 - $33 per hour
...questions and learning about their financial needs, and banking channel... .... Develops collaborative partnerships with branch team members and... ...Benefits Our approach to benefits and total rewards... ...~401(k) and employer-funded retirement plan ~ Paid vacation (from...
Partnership
Retirement
Temporary work
U.S. Bancorp
Gilbert, AZ
1 day ago
Experienced Advisor Recruiter
...looking to take your career to the next level... ...within the financial services industry... ...the Experienced Advisor Recruiter position... ...Advisors who can transition relationships to... ...selection process (in partnership with Practice... ...Jones offers a 401k retirement plan, and tax‑...
Partnership
Retirement
Temporary work
Live out
Work at office
Home office
Flexible hours
3 days per week
Edward Jones
Tempe, AZ
3 days ago
Civil Engineer I
...ambitious goals. That's why a career at Bowman is more than a job... ...the initial civil design approach for assigned phases of large... ...Commitment to working in partnership with others inside and outside... ...disability insurance 401(k) retirement savings plan with company match...
Partnership
Retirement
For subcontractor
Work at office
Remote work
Arizona Staffing
Tempe, AZ
2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Career-Transition Partnership - For Financial Advisors Approaching Retirement. Be the first to apply!