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

Financial Consultant

WealthBridge Financial Group

WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them reach their long-term financial objectives. You will conduct comprehensive financial analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization. The ideal candidate is someone who possesses a solid understanding of financial products and services and has a passion for helping clients achieve their financial goals. You will have the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group's client base. At WealthBridge, we pride ourselves on our commitment to integrity, innovation, and excellence in service. Join us and help make a positive impact on the financial well‑being of individuals and families. Bachelor's degree in finance, economics, or a related field. Previous experience in financial consulting or a similar role is preferred. Strong analytical and problem‑solving skills. Excellent communication and interpersonal skills. Ability to build and maintain relationships with clients. Familiarity with financial planning software and investment products. 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 4 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Knoxville, TN vacancy
  •  ...Financial Consultant Bring your talent to the heart of campus-this exciting opportunity is located at the UT Student Union, right in the center of student life and activity! The purpose of this position is to process members' requested financial transactions, resolve... 
    Suggested
    Work at office
    Flexible hours
    Night shift

    UT Federal Credit Union

    Knoxville, TN
    17 hours ago
  • $43.89k - $150k

     ...that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications...  ...of the system. Job Description: At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting... 
    Suggested
    Full time
    Temporary work
    Local area
    Flexible hours

    Regions Bank

    Knoxville, TN
    3 days ago
  • $58k - $65k

     ...Financial Counselor Opportunity 21st Mortgage Corporation is seeking a Financial Counselor to join our team. This position offers an exceptional entry point into the mortgage industry and provides opportunities for long-term career growth. After completing a comprehensive... 
    Suggested

    21st Mortgage Corporation

    Knoxville, TN
    3 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual 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... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Knoxville, TN
    4 days ago
  • $43.89k - $150k

     ...Job Description At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives...  ...Preferences Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist Two (2) years of Financial... 
    Suggested
    Full time
    Temporary work
    Local area
    Flexible hours

    Cetera Financial Group

    Knoxville, TN
    2 days ago
  •  ...A Financial Representative at Northwestern Mutual Knoxville helps their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from... 

    Northwestern Mutual

    Knoxville, TN
    3 days ago
  •  ...a job that helps you build your resume while making a difference in the lives of fellow students? As a Student Ambassador & Financial Consultant , you will represent UT Federal Credit Union at our Student Union Branch, helping students, faculty, staff, and members navigate... 
    Part time

    UT Federal Credit Union

    Knoxville, TN
    2 days ago
  • $43.89k - $150k

    Job Description At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives...  ...Bachelor's degree Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist Two (2) years of... 
    Full time
    Temporary work
    Local area
    Flexible hours

    Regions Bank

    Knoxville, TN
    17 hours ago
  • $48k - $100k

     ...management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Our financial advisors help clients pursue the life they envision through a personal relationship with a trusted advisory team, equipped with... 
    Shift work
    Day shift

    Bank of America

    Knoxville, TN
    1 day ago
  • $50k

    Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business... 
    Work at office
    Home office
    Flexible hours

    Edward Jones

    Knoxville, TN
    2 days ago
  •  ...Financial Advisor At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to... 
    Local area
    Immediate start
    Remote work

    Corebridge Financial

    Knoxville, TN
    2 days ago
  • $5,000 per month

     ...Job Description Job Description What You’ll Do As a Financial Professional / Team Leader, you will: Build your own practice while leveraging our infrastructure, mentorship, and reputation. Build and cultivate client relationships through prospecting, consistent... 
    Contract work
    Work at office
    Flexible hours

    Peachtree Planning

    Knoxville, TN
    4 days ago
  • $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 time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Knoxville, TN
    5 days ago
  •  ...including money movement, rebalancing, tax-loss harvesting, etc. Maintain clean records in CRM and compliance systems 2. Financial Plan Production Build complete financial plans from discovery data using RightCapital and other tools, which you'll combine into... 

    Teksky LLC

    Knoxville, TN
    2 days ago
  •  ...Regions Bank in Knoxville, TN is seeking a Relationship Banker II to meet with customers to assess financial needs and offer appropriate products and guidance to help reach goals. Ideal candidates have retail or sales experience and a drive to grow, with strong communication... 
    Full time

    Regions Bank

    Knoxville, TN
    1 day ago
  •  ...on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Will... 
    Full time
    Part time
    Work at office
    Shift work
    Night shift
    Weekend work
    Day shift

    Truist Inc

    Knoxville, TN
    1 day ago
  •  ...A financial institution seeks a Senior Small Business Relationship Banker in Knoxville, TN, focusing on small business customers. The role involves achieving sales targets by consistently identifying and meeting customer needs through various banking products. Ideal candidates... 

    Regions Bank

    Knoxville, TN
    1 day ago
  •  ...SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the... 
    Temporary work
    Work at office

    First Horizon Bank

    Knoxville, TN
    4 days ago
  •  ...Rotating Saturdays 9-1 SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively... 
    Temporary work
    Work at office
    Monday to Friday

    First Horizon Bank

    Knoxville, TN
    4 days ago
  •  ...A financial institution in Knoxville, TN, is seeking a Relationship Manager to drive new customer prospects and manage loan applications. The ideal candidate has a strong background in banking or sales lending, with at least 5 years of experience. Responsibilities include... 

    SmartBank

    Knoxville, TN
    3 days ago
  •  ...existing and prospective bank customers. Utilize and promote the consultative sales and service process, using the prescribed tools and...  ...and Responsibilities Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify... 
    Work experience placement
    Work at office

    Fifth Third Bank, N.A.

    Knoxville, TN
    17 hours ago
  •  ...Regions Bank is seeking a Relationship Banker II in Knoxville, Tennessee. This full-time role focuses on meeting customer financial needs through personalized service and product offerings. Ideal candidates should possess retail or sales experience and excel in communication... 
    Full time

    Regions Bank

    Knoxville, TN
    2 days ago
  • $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 time
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Knoxville, TN
    17 hours ago
  • $73k - $85k

    This position supports the University of Tennessee Institute of Agriculture IT Security Program by protecting institutional data, IT assets, networks, and users in Knoxville and across the state. Reporting to the Chief Information Security Officer, the IT Security Analyst...
    Full time
    Remote work
    Work visa
    2 days per week

    Socket

    Knoxville, TN
    18 hours ago
  •  ...Develop, maintain, and analyze monthly, quarterly, and annual financial forecasts, budgets, and long-range strategic plans. Prepare detailed...  ...and manage relationships with external OneStream support and consultants. Train and support FP&A and accounting teams on best practices... 

    ATC

    Knoxville, TN
    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... 
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America

    Knoxville, TN
    2 days ago
  • $5,000 per month

    At Peachtree Planning, financial balance is more than a concept, it is the foundation of how we serve our clients and support our advisors. Our mission is to help individuals, families and closely held businesses build lasting financial confidence. If you're driven, value... 
    Contract work
    For contractors
    Work at office
    Flexible hours

    Peachtree Planning

    Knoxville, TN
    1 day ago
  •  ...commercial and corporate lending relationships. Work will be completed within a high production-based environment and includes financial statement spreading into Bank software or templates, creating and updating loan requests in the Bank's loan production software, financial... 
    Work experience placement
    Work at office

    First Horizon

    Knoxville, TN
    2 days ago
  •  ...referrals (purchase and refinance) from realtors, builders and other parts of the community Meet with potential borrowers to analyze financial situation and needs for purchase or refinance, gather necessary documentation for the loan process, etc. Provide necessary... 
    Local area

    Mortgage Investors Group

    Knoxville, TN
    5 days ago
  •  ...Position Overview Job Locations: Jacksonville, FL or Knoxville, TN - On-Site or Hybrid Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. We are seeking a highly motivated and skilled Loan File... 
    Work experience placement
    Work at office
    Local area

    Triad Financial Services, Inc.

    Knoxville, TN
    4 days ago

Do you want to receive more vacancies?

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