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
$100k
...management relationship. Assess and fulfill customer's investment and financial needs through a personalized review of each client's needs... ...business. Key Accountabilities: Growth – Provides investment consultation and financial planning services to bank and new bank clients;...SuggestedBase plus commissionWork at officeByrne Dairy
Baldwinsville, NY4 days ago$20.55 - $34.25 per hour
...profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals Identify financial needs of customers and present all appropriate product and service options by working cooperatively...SuggestedHourly payM&T Bank
Baldwinsville, NY5 days ago$20.55 - $34.25 per hour
...profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goalsIdentify financial needs of customers and present all appropriate product and service options by working cooperatively with...SuggestedHourly payM&T Bank
Baldwinsville, NY5 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...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
East Syracuse, NY2 days ago$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege 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...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
East Syracuse, NY4 days 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 from...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Dewitt, NY3 days ago$23 per hour
...Essential Functions Partner with a KIS Private Client Advisor to gain hands-on experience. Participate in client discovery and financial planning activities including data entry and analysis. Observe client meetings and assist with basic administrative tasks....Hourly payTemporary workWork experience placementSummer workInternshipSummer internshipH1bWork at officeRelocation packageFlexible hoursKeyBank
Cicero, NY1 day ago$20.19 - $30.77 per hour
...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts.... ...of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required) Comfortable...Hourly payTemporary workDay shift$18 - $26.21 per hour
...through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner. Float tellers will frequently travel to different branches within a designated area...Hourly payImmediate startByrne Dairy
Clay, NY1 day ago$18 per hour
Get Paid to Talk Cars, Earn Commission & Grow Your Career Looking for a job that's active, social, and gives you the chance to earn more? At GO Car Wash, you'll work outdoors, meet new people, build real sales skills, and earn uncapped commissionsall while being part...Shift work$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...Bank staffWork at officeLocal areaFlexible hoursNight shiftCommunity Financial System, Inc.
East Syracuse, NY2 days ago- Parts Order Fulfillment Specialist Primary Purpose: This position fulfills parts orders for Admar customers and the Service Department. This position requires a high degree of detail and accuracy, and should be fulfilled by a person who has a strong attention to ...
ADMAR Construction Equipment and Supplies
North Syracuse, NY3 days ago $45k - $50k
...detail-oriented person to join our Medicaid planning team. This is a great position for someone who enjoys working with numbers, financial records, checklists, and solving puzzles. You do not need to already be a Medicaid expert. We will teach you the rules. What...Work at officeSafe Harbor Wills and Trusts
Camillus, NY3 days ago- 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...
Key Bank
Camillus, NY3 days ago - Genuine Parts Company is seeking a NAPA Counter Sales associate to greet customers, answer auto parts questions, and drive a positive shopping experience in our store. You will use catalog systems, a computerized POS, and phones to assist retail and wholesale customers...
Genuine Parts Company
Baldwinsville, NY3 days ago - 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
Sysco
Warners, NY1 day ago - ...You will use your finance expertise to create realistic business scenarios, develop evaluation criteria, and assess AI-generated financial analysis. No prior AI experience is required. Key Responsibilities Create realistic evaluation tasks covering budgeting,...Remote jobFor contractors
- 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
$33.28k - $34.32k
Salary: $16.00 - $16.50 SUMMARY The mission of all Tops associates is to adhere to the Tops vision of providing a friendly neighborhood store that saves the customer time and money. Grocery Clerk is responsible for handling grocery products, including full knowledge...Part timeLocal areaShift work$33.28k - $34.32k
Salary: $16.00- $16.50 SUMMARY The mission of all Tops associates is to adhere to the Tops vision of providing a friendly neighborhood store that saves the customer time and money. Bakery clerk must possess reasonable knowledge in storing, preparing, and maintaining...Part timeLocal areaShift work- Safe Harbor Wills and Trusts seeks a Medicaid Financial Eligibility Specialist to guide clients through Medicaid and long-term care eligibility. You will analyze income and assets, gather documentation, complete Medicaid and related applications, and coordinate with attorneys...
Safe Harbor Wills and Trusts
Camillus, NY15 days ago $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 shiftDrivers Village
Cicero, NY4 days ago$16 - $16.5 per hour
Part-Time Deli Clerk Store #368 Baldwinsville, NY, US, 13027 Company: Tops Salary: $16.00- $16.50 SUMMARY The mission of all Tops associates is to adhere to the Tops vision of providing a friendly neighborhood store that saves the customer time and money. The deli...Part timeLocal areaShift work$17 per hour
We want you to help us shape the future of shopping experiences and deliver on our purpose of connecting people with the products and experiences that enrich their lives. Joining Advantage Solutions means joining a network of 65,000 teammates serving 4,000+ brands and ...Hourly payPart timeShift workyour adv
Camillus, NY2 days ago$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- Now Hiring: Parts Counter Person At Hunter Truck, our people are the heart of everything we do, and we're excited to grow our team! Since 1938, our family-owned Peterbilt dealership has built its reputation on integrity, teamwork, and outstanding service across Pennsylvania...Hourly payFull timeImmediate startMonday to Friday
- ...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
$16 - $23.42 per hour
...medical bills to ensure that they are appropriate and adhere to the State Fee Schedules, customer guidelines, and PPO discounts May consult reference materials in the auditing process Based upon situation or state-specific cases, meet 98% accuracy, 10,000+ keystrokes...Hourly payMinimum wageFull timeWork at officeLocal areaRemote workFlexible hours- ...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
$55.4k - $128.5k
...with a separate business unit (“FSO”) that is dedicated to the financial services marketplace. Our FSO teams have been at the forefront... ...teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a...Full timeSummer holidayFlexible hours
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