Financial Consultant
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. 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
$35.75k - $52.04k
...and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well‑being while making banking easy. UMB’s branches offer many opportunities to...SuggestedLocal areaFlexible hoursAfternoon shift$100k
...Financial Advisor Division: Asset Management Reports to: Managing Director & CIO; Wealth Management Status: Exempt/Officer... ...Key Accountabilities: Growth – Provides investment consultation and financial planning services to bank and new bank clients;...SuggestedBase plus commissionWork at office$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...SuggestedFull timeContract workFor contractorsWork at office- 1 week ago Be among the first 25 applicants Direct message the job poster from Prudential Financial Business Development Manager at Prudential Advisors Prudential Advisors is looking for an experienced financial professional in the Syracuse area that is interested in working...SuggestedFull time
- M&T Bank in East Syracuse, New York, is seeking a Float Teller to deliver exceptional branch customer experience through digital engagement, lobby management, and accurate transaction processing. You will travel between branches as needed to support staff and ensure smooth...Suggested
$18 - $23.08 per hour
...needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our...Hourly payWork experience placementShift workDay shift$16.5 per hour
...Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate...Bank staffWork at officeLocal areaFlexible hoursNight shift$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 timeContract workFor contractorsInternshipLocal areaFlexible hours$80k - $90k
...Overview Scope of Responsibilities: The candidate will support the KPH Financial Planning Department and play a key role in the financial planning and reporting cadences (financials, annual operating plan, quarterly forecasts, long-range plans). Job Summary: Support the...$80k - $90k
...manufactures electronic controls for the HVAC, electrical, marine, refrigeration and appliance markets. We are seeking a motivated Financial Analyst to join the ICM Controls team. In this role, you will support financial planning, analysis, and reporting efforts by...Permanent employmentWork at office$60.6k - $106.84k
...schedule will be discussed during the hiring process. - Program Finance Analyst position is responsible for providing comprehensive financial planning & analysis support to selected Advanced Submarine Warfare/Acoustic Sensors & Weapons (ASW2) programs within the Sensors,...Full timeContract workTemporary workPart timeWork experience placementWork at officeRemote workRelocationFlexible hoursShift work3 days per week- ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You... ...and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust...Afternoon shift
$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 hours- Job Summary Support department to achieve company goals and company goals which includes but is not limited to: a high-end customer order fulfillment, managing inventory to the lowest possible DSO. Responsible for managing and supporting the implementation of corporate...Local area
$23.08 - $34.62 per hour
...of Key’s clients and Key. Education High School Diploma (required) Work Experience A minimum of 1-year experience in brokerage or financial services (required) Licenses and Certifications FINRA License S6 (required) FINRA License S63 (required) FINRA Security Industry Essentials...Hourly payWork experience placementWork at officeFlexible hours- KeyBank is seeking a Retail Investment Associate in the New York area to support the Investment Services Sales Force, deliver client service, drive business growth, and help retain clients. You will assist Private Client Advisors, process accounts, and help prepare marketing...
- Description On-Site Join Our High-Energy Healthcare Call Center Team! At Revco Solutions we provide exceptional customer service to the patients we service. As a leading healthcare call center, we are seeking highly motivated individuals to join our high-energy call center...
$20.63 - $24 per hour
...growth, empower success, and uplift the communities we serve, guiding our customers, employees, and partners toward achieving their financial dreams. We operate five branch locations in Baldwinsville, Liverpool, North Syracuse, Bridgeport, and Manlius, and take pride...Hourly payTemporary workWork at officeFlexible hoursShift work$62k - $72k
...SRC, Inc. is currently seeking a Program Financial Analyst who will help support program managers, program finance manager, and the director of finance. What You\'ll Do Prepare and distribute monthly financial tracking reports to program teams Create and/or maintain Excel...Full timeContract workFor subcontractorWork at office- ...products and services. Attentive to details; reviews prescriptions and/or patient information carefully; identifies special needs and consults with optician, managing doctor or retail management when necessary. Shows patience and courtesy to indecisive or difficult...Minimum wageWork at officeLocal area
- ...products and services Attentive to details; reviews prescriptions and/or patient information carefully; identifies special needs, consulting with Optician, Managing Doctor or Retail Management when necessary. Shows patience and courtesy to indecisive or difficult...Minimum wagePart timeWork at officeLocal area
- At Solvay Bank, our formula for success combines the traditions of our culture and a sharp strategic vision. We are a growth-oriented community bank that fosters excellence, pride, teamwork and engagement in our workplace. Consider an exciting opportunity as part of our...
- Parts Coordinator/Shop Technician Kinsley Power Systems is seeking a Parts Coordinator/Shop Technician to join their growing team! The Parts Coordinator/Shop Technician is responsible for receiving, inventorying and distributing parts to customers and employees in a...
$40k - $55k
Automotive Parts Advisor Full-time Regular – Cicero, NY, US 25 days ago – Requisition ID: 1398 Salary Range: $40,000.00 To $55,000.00 Annually Hiring Immediately, Automotive Parts Advisor Driver’s Village, a World Class Transportation Provider, continues to grow and we...Full timeSummer workImmediate startAfternoon shift- ...Part-Time Retail Sales Consultant Ready to earn, learn, and grow on a schedule that works for you? Join Prime Communications, the largest authorized AT&T retailer in the U.S., with over 2,000 locations across 48 states. Whether you're a student, balancing another job...Extra incomeFull timePart timeLocal areaWork from homeFlexible hoursWeekend workAfternoon shiftWeekday work
- ...Summary The Actuarial Analyst performs actuarial services in support of Health Plan operations and monitors and maintains financial solvency through the understanding of current data & environment and modeling of future events. This role is amongst the group that is responsible...Work at officeRemote work
$24 - $27.5 per hour
Job Description Job Description Since 1999, Premium Mortgage Corporation has been providing residential mortgages across New York State and beyond, offering competitive interest rates and a wide variety of loan programs to fit the needs of homebuyers. Headquartered...Hourly payLive outWork at officeLocal area- ...Job Description Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than...Bank staffWork at officeFlexible hoursNight shift
- Job Description Job Description Description: Are you detail-oriented, organized, and passionate about keeping things running smoothly? Kinsley Power Systems is looking for a Parts Coordinator to join our team! In this role, you’ll play a key part in managing inventory...
- Job Description Job Description SUMMARY This position will oversee the creative process, tools and techniques to manage United Radio’s Social Media presence and video creation, through compelling content creation. This person will partner tightly with Senior Management...Work at officeMonday to Friday
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!



