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
$45k - $100k
...anticipated to remain open for 30 days, from 31-Aug-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...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Billings, MT4 days ago$80k - $90k
...Merrill Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth management... ...your success.Grow your business knowledge by using a defined consultative approach to systematically identify client needs and...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shiftBank of America
Billings, MT2 days 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...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Billings, MT1 day ago- ...wealth management services and contributing to the growth of Stockman Wealth Management, Inc. Key areas of responsibility include financial planning, portfolio management, client relationship management, client service, and business development. The role focuses on developing...SuggestedFull timeWork at officeNight shift
Stockman Bank
Billings, MT2 days ago - Bankers Life in the United States is seeking driven individuals for the Financial Advisor Development Program. As a wealth management trainee, you will work one-on-one with clients to create personalized financial solutions while building relationships and a career you’...SuggestedTraineeshipRelocation package
$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 timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Billings, MT2 days ago- ...Municipalities and a variety of other commercial credit types. This role involves gathering, analyzing, and interpreting personal and business financial statements, projections, and internal/external reports to assess creditworthiness, repayment capacity, and compliance with bank...Work at officeImmediate start
First Interstate Bancsystem Inc
Billings, MT2 days ago - ...and regulatory requirements.Conduct field inspections and business visits to evaluate collateral, operations, and overall borrower financial health.Generate new business through community involvement, referral development, and proactive business development efforts....Work at officeLocal areaRelocation package
Relate Search
Billings, MT3 days ago - Mortgage Loan ProcessorBravera is hiring for a Mortgage Loan Processor in ND (Mandan, Dickinson, Minot or Fargo), MT (Billings, Great Falls or Helena), or Albertville, MN. Bravera is an employee- and director-owned company that is committed to helping our employees forge...
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First Federal Bank
Billings, MT4 days ago - ...documentation to determine if borrower, collateral, and loan conditions meet establishment and government standards • Obtain and analyze financial and credit data • Discuss potential loan prices for prospective borrowers • Manage commercial loan portfolio, focusing on loan...Work at office
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Billings, MT2 days ago - ...with relationship managers to gather and evaluate commercial credit information Prepare written credit analysis reports covering financial statements, cash flow, ratio analysis, credit structure, industry analysis, and risks Review and understand diverse financial statements...Work at officeMonday to Friday
Jobtailor
Billings, MT13 hours ago - Teller PositionThis position is located at Billings, MT Downtown Tower and will support our other branches in Eastern Montana. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation...Night shift
First Interstate
Billings, MT2 days ago $16 per hour
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Billings, MT20 hours ago- **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. This position is located at Billings, MT Downtown Tower and will support our other branches in Eastern Montana. What's Important to You We know your career is just...Night shift
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Bravera
Billings, MT1 day ago $72k - $90k
...high-performance teams? Join WWT today! What is the Solutions Consulting & Engineering (SC&E) Team and why join? Solutions Consulting... ...(MO & IL), Employee Assistance Program, Wellness program Financial Benefits: Competitive Pay, Profit Sharing, 401k Plan with Company...Full timeRemote workFlexible hoursShift workWorld Wide Technology
Billings, MT1 day ago- ...Teller Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much...Work experience placement
$16 per hour
Job Title Location 2955 Grand Avenue, Billings, MT, 59102, United States Base Pay $16.00 / Hour Relocation Expense Covered No Employee Type FT - Non-Exempt Required Degree High School Manage Others No Contact Information Name Ashley Paulson Email...Relocation- ...Municipalities and a variety of other commercial credit types. This role involves gathering, analyzing, and interpreting personal and business financial statements, projections, and internal/external reports to assess creditworthiness, repayment capacity, and compliance with bank...Work at officeImmediate startMonday to Friday
- ...responds to client account inquiries, performs account maintenance, and researches and resolves client problems. Drafts requests for financial information, past due and demand letters to clients, and handle special mailings, as requested. Executes client transactions...
- First Interstate Bank - Teller Job Summary The Teller will be responsible for daily teller transactions in both the lobby and drive‑up locations of the branch. This position also supports other branches in Eastern Montana and focuses on providing outstanding client service...Night shift
- ...Financial Specialist As a Financial Specialist at the GS-0501-9/11 level, some of your typical work assignments may include: Overseeing the District financial management program. Analyzing the District's financial obligations and expenditures to ensure compliance...
Department of Justice
Billings, MT1 day ago - ...one of the region's largest power generation facilities. You'll work directly with plant leadership and ownership, helping shape financial strategy while learning the operational side of a complex industrial facility.If you're naturally curious, enjoy solving business...Temporary workInternshipRelocation
gpac
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$30k - $50k
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Yellowstone Boys and Girls Ranch Foundation
Billings, MT24 days ago $17.5 per hour
...philosophy (AAA) and helping our members define and achieve their financial dreams. Our work results in members who champion Mountain... ...cross-sells products and services as needs arise through a consultation approach Consistent focus on increasing member satisfaction...Hourly payFull timePart timeWork at officeMonday to Friday2 days per week- Patient Engagement & Acquisition Specialist Greater Good Health is a community of healthcare providers, operators, and builders whose mission is to address health disparities and reimagine senior healthcare. To do this, we partner with payers to bring value-based primary...Flexible hours
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