Financial Consultant
WealthBridge Financial Group
Job Description
Job Description
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.
Requirements
- 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
Vacancy posted 19 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Fitchburg, WI vacancy
- ...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...Suggested
WealthBridge Financial Group
Madison, WI1 day ago - ...Position Title: Financial Aid Counselor Reports To: Director of Financial Aid & Veterans Services Department: Financial Aid & Veterans Services Employment Status: Full-time Pay Months: July-June Position Summary The position of Financial Aid Counselor is an integral part...SuggestedFull timeWork at officeAfternoon shift
Mtmary
Madison, WI3 days 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...Suggested
Thrivent
Madison, WImore than 2 months ago $90k - $150k
...management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique...SuggestedFull timeWork at officeFlexible hours- Here at Davis Family Financial services, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with...SuggestedFull timeTemporary workPart timeFlexible hours
$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 office$90k - $150k
...management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique...Full timeTemporary workWork at officeFlexible hours$20.54 - $27.78 per hour
...following Midwest Region Campuses: Midwest - Wisconsin: Kenosha, Brookfield, Milwaukee, Madison Minneapolis, MN Akron, OH The Financial Aid Advisor supports Herzing University's mission through administration of financial aid funding for the University's students. This...Hourly payWork at officeMonday to FridayAfternoon shift- 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 Provide...
- Job Requirements DESCRIPTION: Join our Lake Ridge Bank Financial Advisory team and play a key role in helping clients achieve their financial goals through personalized guidance and trusted relationships. In this role, you’ll serve existing clients, expand your network...Full timeWork at officeMonday to FridayFlexible hours
$78k - $156k
Job ID: 31160679Posted: Posted 30 Days AgoStart Date: 2026-09-02Location: United States > Madison : 1 Exact Lane, United States of AmericaTime Type: Full timeAbbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life...Work at officeLocal areaShift workNight shiftAbbott
Madison, WI13 hours ago- ...applicants Direct message the job poster from Modern Woodmen of America Regional Recruiter @ Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of...Full timeLocal area
Modern Woodmen
Madison, WI3 days ago $41.5k - $65.5k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a...Part timeLocal areaImmediate startDay shiftKoitecc Solutions
Madison, WI14 hours ago$17 - $27.5 per hour
...relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible... ...Develop and grow client and prospective client relationships: Consults with clients/prospective clients over the lifecycle of the...Immediate startOld National Bank
Madison, WI1 day ago$17 - $28.96 per hour
...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 insurance,...Hourly payImmediate startAssociated Banc-Corp
Madison, WI14 hours ago- ...Entry Level Financial Advisor Primary Location: UNITED STATES-WI-Madison Organization Equitable Advisors is dedicated to making... ...clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients...Work experience placementWork at officeLocal areaFlexible hours
$175k
...Finance Associate, Tax Equity Country: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of...Hourly payFull timeContract workWork experience placementWork at officeShift workBanco Santander S.A.
Madison, WI7 days ago- Company Description WestPoint Financial Group is a Midwest-based firm dedicated to educating clients and helping them achieve their financial goals through personalized guidance and robust resources. The organization serves more than 200,000 clients with a network of over...Full timeInternshipWork at officeWork from home
- Job Overview A law firm seeks a Project Finance Associate with 3-5 years of experience in energy project finance to join their Madison, WI office. The role involves working on renewable energy and infrastructure matters, focusing on project finance and tax credit transactions...Work at office
$75k - $100k
...individual who is looking for an opportunity to break into the financial services industry! Our successful entry‑level financial... ...understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial...Work at officeLakeshore Financial Group
Madison, WI1 day ago- Our client is seeking a Security Analyst to join their team. As a Security Analyst, you will be part of the Information Security Department supporting the Security Team. The ideal candidate will have strong analytical skills, excellent communication, and a proactive approach...Contract workRemote workRelocation
Experis/Manpower Group
Madison, WI1 day ago - Security Analyst II - Madison, WI - Contract - W2, C2C - $30-40 Per HR Join our team as a Security Analyst II in a hybrid role based in Madison, WI. This contract position, with a potential extension, involves working under IT Strategy and Governance to enhance and...Contract work
Mitchell Martin
Madison, WI2 days ago $134.28k - $164.12k
...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary...Temporary workWork experience placementLocal area- ...is anticipated to remain open for 30 days, from 11-Sep-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...Full timeTemporary workFlexible hours
- The Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater... ...a Team specialist for queries on financial planning topics and consult with the Financial Advisors/Team on specific client scenarios....Full time
- ...the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial... ...and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be provided with the practice of existing...
- ...involves providing exceptional customer service, handling complex financial transactions, and offering personalized banking solutions.... ...their financial goals. Essential Functions Member Consultation: Collaborates with members to find borrowing solutions via various...Work at officeLocal area
- ...Major Duties (Job Description) ~ The Senior Advisor for Financial Strategy and Policies reports to the Deputy Chief Financial Officer... ...program/project accomplishment: Identifying, diagnosing, and consulting on problem areas related to implementation and goal achievement...Full timeWork at officeImmediate start
U.S. Department of Housing and Urban Development
Madison, WI2 days ago $20.25 - $24.75 per hour
...Banker At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition...Temporary work- ...you are passionate about providing exceptional client service and building partnerships that champion all who are driven to achieve financial goals, come join our branch family. In addition, if you thrive in making personal connections, exude confidence, and are committed...Work experience placement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
