Financial Consultant
Wealthbridge-Financial-Group
Overview 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 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. Responsibilities Develop personalized financial plans for clients. Guide clients through their financial decisions and help them reach long-term objectives. Conduct comprehensive financial analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization. Build and maintain strong client relationships to expand the client base. Qualifications 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. 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
- ...Overview 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...Suggested
Wealthbridge-Financial-Group
El Paso, TX22 hours ago - Capitalise on low hanging fruit to identify a ballpark value added activity to beta test. Override the digital divide with additional clickthroughs from DevOps. Nanotechnology immersion along the information highway will close the loop on focusing solely on the bottom ...Suggested
Moss and Company - Financial Planning Consultants
El Paso, TX4 days ago - ...About the job Financial Consultant (Remote) Achieve Balance and Impact with a Part-Time Financial Consulting Role About Us: We’re a trusted financial services company dedicated to helping clients build and protect their wealth. With licenses across the U.S., Canada...SuggestedExtra incomePart timeRemote work
Melius Consulting
El Paso, TX3 days ago $16.5 - $26.8 per hour
...Job Title FINANCIAL ASSOCIATE (T235154) Overview Under general supervision and according to established policies and procedures, provides assistance, often of a complex technical and clerical nature, to the Financial/Business Officer for a department or unit. Works closely...SuggestedShift workDay shiftUniversity of Alabama at Birmingham
El Paso, TX22 hours ago- ...For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients...Suggested
Northwestern Mutual
El Paso, TX1 day ago $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...Work at officeWork from homeHome officeFlexible hoursEdward Jones
El Paso, TX4 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...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
El Paso, TX4 days ago- ...clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning. About This Role Serves as an advisor to affluent clients with sophisticated investment...Contract workTemporary workLocal area
FNBO
El Paso, TX1 day ago - ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...Work at officeShift workDay shift
Bank of America
El Paso, TX4 days ago - ...Job Description 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...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
El Paso, TX3 days ago - ...Join to apply for the Financial representative role at 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 ....Full timeLocal area
Modern Woodmen
El Paso, TX1 day ago $45k - $100k
...anticipated to remain open for 30 days, from 14-Jul-2026. The posting may close early due to the volume of applicants. 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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
El Paso, TX3 days ago$61k - $119k
...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 focused...For contractorsWork at officeNorthwestern Mutual
El Paso, TX3 days ago- ...Financial Solutions Advisor II At Client, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world class digital platform. With...Work at officeImmediate start
Hire Talent
El Paso, TX1 day ago $50k
...- and we know you have options. But we offer something the competition simply can\'t: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It\'s our sole profit center. And as...Work at officeWork from homeHome officeFlexible hoursEdward Jones
El Paso, TX2 days ago- ...Magellan Health is seeking a Personal Financial Counselor in El Paso, TX, to provide critical financial counseling services to military personnel and their families. The role includes one-on-one counseling, conducting briefings, and assisting service members with financial...
Magellan Health
El Paso, TX1 day ago - ...A national fraternal financial services organization is looking for Financial Representatives to help families attain their financial goals. Successful candidates will create and implement tailored financial plans while receiving continuous training and mentorship from...Full time
Modern Woodmen
El Paso, TX1 day ago - ...A financial services company in El Paso seeks qualified candidates for a part-time role working remotely. Engage with clients to develop financial strategies, handle appointments, and present insurance products. Enjoy perks like a fun team environment, comprehensive training...Part timeRemote workFlexible hours
AO Garcia Agency
El Paso, TX3 days ago $15 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 payFull timeWork at officeLocal areaShift work- ...support business and finance leaders by providing financial analysis, forecasting, planning, and strategic decision support develop financial forecasts evaluate business performance identify trends and key drivers provide executive-level reporting and presentations support...
Jobtailor
El Paso, TX11 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
El Paso, TX22 hours ago$50 - $60 per hour
...the progress of AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. Hold an expert level of financial reasoning; related fields include Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits...Hourly payFull timeContract workPart timeRemote workDataAnnotation
El Paso, TX3 days ago$50 - $60 per hour
...A leading AI company in the United States seeks a Wealth Manager to train AI models on financial principles and decision-making. This flexible role allows for part-time or full-time work on your own schedule, focusing on improving AI Assistant outputs related to finance...Hourly payFull timePart timeRemote workFlexible hoursDataAnnotation
El Paso, TX3 days ago$61k - $89k
...Financial Planning Associate – Savant Wealth Management Take the next step in your financial planning career with hands‑on experience... ...guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At...Full timeWork experience placementSummer workWork at officeVisa sponsorshipMonday to Friday3 days per weekSavant Wealth Management
El Paso, TX2 days ago- TwinThread is seeking a Private Client Advisor to deliver personalized financial planning and investment solutions in El Paso, Texas. The ideal candidate will have at least 2 years of experience in a financial advisory role and strong client relationship management skills...
- 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
El Paso, TX3 days ago - ...adhering to the policies and regulatory standards as they relate to the role. We Offer: An award-winning culture where faith, financial well-being, personal development, and wellness are our foundation. We have consistently been named a Best Places to Work in...Temporary workShift work
First United Bank
El Paso, TX3 days ago - A leading financial services company is seeking a Financial Professional in El Paso, Texas. This remote role allows individuals with a passion for helping others to make a positive community impact. No prior financial knowledge is necessary, as the company provides extensive...Remote work
EA Financial
El Paso, TX22 hours ago $43.81k
...Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals...Full timeFlexible hoursRegions Bank
El Paso, TX1 day ago- ...matching them with the appropriate bank products and services to enhance a current or prospective customer’s satisfaction, loyalty, and financial well‑being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers...
Trustmark
El Paso, TX1 day ago
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