Financial Consultant
Wealthbridge-Financial-Group
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 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. Responsibilities Engage with clients to understand their financial objectives and risk tolerance. Provide tailored financial advice and strategies that align with clients' goals. Leverage financial tools and analytics to assess client needs and develop action plans. Collaborate with a network of industry experts and access to resources to serve clients effectively. 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
- ...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
Howard, WI5 days ago - ...Health is looking for a full-time Patient Account Representative in Green Bay, Wisconsin. This role involves counseling patients on financial options and establishing payment arrangements while maintaining respectful relationships. The ideal candidate will have strong...SuggestedFull time
Prevea Health
Green Bay, WI2 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...SuggestedWork at officeUnavailable
De Pere, WI3 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 advisor...SuggestedContract workFor contractorsWork at officeNorthwestern Mutual
De Pere, WI5 days ago- ...About the Role LearnLux is looking for a Financial Planner located in Puerto Rico to join our team on a contractor basis. Leveraging the LearnLux digital experience you will work directly with employees based in Puerto Rico to provide them with unbiased, holistic financial...SuggestedFor contractorsLocal areaRemote work
LearnLux Financial Wellbeing
De Pere, WI1 day ago - ...Job Description Job Description Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll...
Thrivent
Green Bay, WImore than 2 months ago - Are you ready to take your financial services expertise to an environment where you’re valued and supported? Are you seeking a career where your potential is limitless? Whether you’re a seasoned professional or looking to launch your career in financial services, Lakeshore...Remote workFlexible hours
- Overview The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities...
$41.71k - $65k
...Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending... ...Smart phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a personal...Part timeLocal areaImmediate startDay shiftKoitecc Solutions
Green Bay, WI1 day ago$17 - $28.96 per hour
...exceptional service, and learn the skills to grow your banking career. In this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands-on experience,...Hourly payImmediate startAssociated Banc-Corp
De Pere, WI3 days ago$17 - $28.96 per hour
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De Pere, WI4 days ago- ...processing transactions and addressing customer needs. Identify opportunities to recommend products and services that support customers' financial wellness. Open new accounts and build lasting relationships through personalized service. Partner with specialists across...
Associated Trust Company, NA
De Pere, WI3 days ago - Arete Incident Response is offering an in‑person Security Analyst Internship within our Managed Detection and Response (MDR) team for the period of August2026 to December2026. This opportunity is perfect for current, full‑time college students studying Cybersecurity who...16 hoursFull timeInternshipWork at officeShift work
Arete Advisors
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Recooty
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Fox Communities Credit Union
Green Bay, WI3 days ago - ...matter what industry you're joining us from. Service, accuracy, organization - you'll get to do it all in this role as you expand your financial services expertise. If you crave a work environment that has life-friendly hours, a community-centered vibe, and is a place where...Work at officeMonday to FridayDay shift
Community First Credit Union
De Pere, WI2 days ago $17 - $22.96 per hour
...interaction. In this front-line role, you'll process transactions accurately, identify opportunities to meet customer needs, and promote financial solutions that help our clients achieve their goals. Grow your banking knowledge while contributing to a team that values...Hourly payPart timeNight shiftAssociated Banc-Corp
Green Bay, WI1 day ago$17 - $22.96 per hour
...interaction. In this front-line role, you'll process transactions accurately, identify opportunities to meet customer needs, and promote financial solutions that help our clients achieve their goals. Grow your banking knowledge while contributing to a team that values...Hourly payNight shiftAssociated Banc-Corp
Howard, WI2 days ago- ...direct deposit, ACH, payroll deduction, wire transfers, and safe deposit boxes. Concentrates on building financial relationships with members, using a consultative approach. Discusses special promotions, and makes member referrals to Member Service Representatives, Mortgage...Work at officeNight shift
Capital Credit Union
Green Bay, WI2 days ago - ...and analysis. Essential duties and responsibilities: Reviews credit application Establishes lines of credit Conducts financial analysis including 3rd party report review Makes recommendations to the Manager of Credit. Prioritizes credit reviews for...
The Bay Family of Companies
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Nicolet National Bank
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Nicolet National Bank
Green Bay, WI3 days ago $17 - $22.96 per hour
...customer transactions while following all policies and procedures. Identify customer needs and refer them to colleagues for additional financial solutions. Promote current offers, products, and services that benefit customers. Answer questions and resolve customer concerns...Hourly payNight shiftAssociated Trust Company, NA
Green Bay, WI2 days ago- We currently have a career opportunity at our Main Street branch in Green Bay for a Part-Time Teller (20 hours/week)! The Teller creates a positive first impression and establishes strong member relationships, processes member transactions, and assists members with account...Temporary workPart timeFlexible hours
$46k
...University of Wisconsin - Green Bay - Green Bay, WI Application Deadline: N/A Job Duties: The Financial Aid Officer plays a critical, student-centered role in advancing the University of Wisconsin–Green Bay’s mission to provide access to high-quality education and empower...Full timeCasual workH1bWork at officeImmediate startRemote workVisa sponsorshipWork visaFlexible hoursAfternoon shiftUniversity of Michigan-Dearborn
Green Bay, WI4 days ago- ...from our daily interactions to how we treat our guests – even in our extensive associate benefits and programs. Job Summary Title: Financial Analyst Reports To: Financial Planning & Analysis Director Under the direction of the FP&A Director, the Financial Analyst will...Hourly payWeekly payFull timePart timeWork at officeImmediate start
Festival Foods
De Pere, WI3 days ago - ...Job Summary The Financial Analyst plays a key role in supporting the finance team through financial reporting, analysis, and insights that help drive informed business decisions. This position contributes to company performance by analyzing results, identifying trends,...Work at office
BayView Industries of Green Bay Inc.
Green Bay, WI4 days ago - ...Role Overview The Financial Analyst is responsible for system processing of data for forecasting, budgeting, and management reporting. The role will provide clear explanation of financial results and will allow for creativity and freedom to solve financial problems faced...Work at office
Nicolet National Bank
Green Bay, WI1 day 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 interested in improving how Epic does business. At Epic, you'll have...RelocationVisa sponsorshipRelocation package
Epic
Green Bay, WI3 days ago $46k
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Green Bay, WI5 days ago
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