Financial Consultant
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 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
- ...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
Waukee, IA1 day ago $36k - $75k
...Are you driven, self‑motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long‑term success. As a Financial Representative...SuggestedTraineeshipHome officeMutual of Omaha
Clive, IA8 hours 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
West Des Moines, IA1 day 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
West Des Moines, IA4 days ago$50k
...Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business...SuggestedWork at officeHome officeFlexible hoursEdward Jones
West Des Moines, IA4 days ago- ...margins, allocations of overhead expenses Maintain product correlation analysis and sales opportunities to current customer base Create financial models by product family to run scenario analysis and analyze forecast Assist the product team with financial modeling of new...
Aureon
West Des Moines, IA1 day 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Urbandale, IA1 day ago- ...Northwestern Mutual is offering an internship program for College Financial Representatives located in Urbandale, Iowa. This role allows college students to build a financial planning practice while gaining exposure to strategic business activities and training. Interns...Full timeInternshipFlexible hours
Northwestern Mutual
Urbandale, IA4 days ago - ...net worth clients Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of... ...Skills & Knowledge Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial...
Mariner
West Des Moines, IA2 days ago - ...Triangle Financial Services, Inc., is an independent financial services firm in West Des Moines, Iowa, that is proud of always doing what’s best for our clients and providing outstanding service. We are looking to hire an Paraplanner to join our growing team of financial...Full timeWork experience placementFlexible hours
Trianglefsinc
West Des Moines, IA2 days ago - ...create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our... ...Knowledge Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial...
Mariner Wealth Advisors
West Des Moines, IA2 days ago $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...Local areaFlexible hoursAfternoon shiftUMB Financial Corporation
Clive, IA3 days ago- ...information technology experience required Knowledge of roles, objects, and user profiles within SAP. Knowledge of SAP FICO or related financial background is desired. An understanding of computer security principles and the ability to independently use that knowledge...Permanent employment
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Johnston, IA8 hours ago - ...interact with other systems personnel in a team environment. Ability to maintain confidentiality pertaining to nonpublic business, financial, personnel, salary, and technological information, plans or data. Ability to think analytically to solve technical problems...
ITAGroup
West Des Moines, IA1 day ago - ...completion process for bank-wide commercial loans, typically exceeding $500M in total commitments. The role requires analyzing complex financial statements, calculating risk ratings, and presenting credit recommendations for approvals. You will develop submission standards,...
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West Des Moines, IA1 day ago - ...submission standards, and manage the commercial loan workflow bank-wide, typically handling large commitments. You will evaluate financial statements, prepare credit presentations, determine risk ratings, and guide loan officers on covenants and monitoring, while upholding...
Bank-Iowa-1
West Des Moines, IA1 day ago $17.93 per hour
...Representative is responsible for providing superior member service by conducting transactions accurately, assisting members with their financial goals, and promoting Veridian products and services. Essential Functions Create excellent service experiences that...Hourly payPart timeWork experience placementWork at officeLocal areaFlexible hoursVeridian CU
Waukee, IA1 day ago$70k - $100k
Responsive Recruiter Benefits: ~401(k) matching ~ Bonus based on performance ~ Competitive salary ~ Donation matching ~ Free uniforms ~ Health insurance ~ Profit sharing ~ Training & development ~ Tuition assistance ~401(k) ~ Company parties ~...For contractorsWork at office- ...mainframe and software applications A strong candidate will also have: Knowledge of negotiation techniques Familiarity with the client's financial policies and procedures regarding collections. Additional Information To know more on this position or to schedule an interview...Permanent employmentWork at office
Collabera
Johnston, IA8 hours ago - Mortgage Loan Processor Premier Lending Alliance | Johnston, IA | In office | Full time Mon - Fri 8:00 am to 5:00 pm About the Role Most processing jobs hand you a piece of the loan. This one hands you the whole thing. As a Mortgage Processor with us, you own each file...Full timeWork at office
PREMIER LENDING ALLIANCE LLC
Johnston, IA1 day ago - ...environment where dedicated professionals can build rewarding careers while making a tangible impact in the community. Posted: 07/22/2026 Financial Services Location: West Des Moines, IA Position Overview We are seeking an experienced and motivated Credit Analyst III to join...Work experience placement
West Des Moines Chamber of Commerce
West Des Moines, IA4 days ago - If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. 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 and benefits package ...Night shift
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Clive, IA3 days ago - ...Develops, negotiates, and coordinates the closing of consumer loans. Interviews loan applicants and collects and analyzes financial and related data in order to determine the general credit worthiness of the prospect and the merits of the specific loan request....Work at officeLocal area
Midwest Heritage
Urbandale, IA2 days ago - Job Title: Credit Analyst Location: Johnston, IA 50131-1000 (onsite) Duration: 2+ Years Schedule: Monday-Friday 8am-5pm (flexibility based on work volume could be anywhere from 10-20 hours per week up to 40 hours per week). Responsibilities Credit Analyst Assistant is ...Work at officeMonday to Friday10 hours per week
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Johnston, IA3 hours ago - **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. This position is located at our Clive, IA University Ave. branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding...Night shift
First Interstate
Clive, IA1 day ago - ...wide commercial credit underwriting queue, ensuring timely completion of all requests Reads and comprehends complex accounting and financial transactions necessary in the analysis of commercial credit requests Evaluates and spreads client financial information within...Full timeBank staffWork at officeLocal areaMonday to Friday
Bank Iowa
West Des Moines, IA4 days ago $35 per hour
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...Financial Service Rep Successful State Farm Agent is seeking a qualified professional to join their winning team. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are...For contractorsWork at office- ...new and existing loan customers in order to perform analysis of financial information and creditworthiness and to assist in the... ...customers to other departments for services that may meet their needs Consult with customers to resolve complaints and verify financial and credit...Work experience placement
- ...Microsoft Office and banking software systems. Benefits BANK offers a competitive benefits package designed to support your health, financial future, and work-life balance, including: Full-Package health insurance Dental and Vision insurance Paid time off 401(k) with...Full timeWork at office
BANK - Do More
West Des Moines, IA4 days ago
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