Financial Consultant - Learn & Lead in Advanced Strategies for HNW Clients

WealthBridge Financial Group

Job Description

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

Apply

Vacancy posted 11 days ago

Similar jobs that could be interesting for youBased on the Financial Consultant - Learn & Lead in Advanced Strategies for HNW Clients in Shawnee, KS vacancy

Financial Advisor - Learn & Lead in Advanced Strategies for HNW Clients
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... ...tailored advice and strategies that align with their... .... You will utilize advanced financial tools and analytics...
High net worth
WealthBridge Financial Group
Kansas City, KS
22 hours ago
Director of Private Client Strategy
$140k - $193k
...Director of Private Client Strategy is responsible for leading the strategic... ...planning, and holistic financial advisory. The... ...a client-centric, consultative environment.Demonstrated... ...field required; advanced degree (MBA, JD,... ...Busey.com/Careers to learn more about Busey’s...
High net worth
Full time
Temporary work
Local area
Flexible hours
CrossFirst Bank
Leawood, KS
3 days ago
Lead Associate - Private Client Group
$79.4k - $112.18k
...the idea that transforming financial lives starts by giving our... ...freedom. Empower Yourself. As a Lead AssociatePrivate Client (PC), you will serve as a... ...both Empower's Personal Strategy and Premier/Brokerage clients... ...and ability to quickly learn internal systems Independent...
Suggested
16 hours
Temporary work
Work experience placement
Casual work
Work at office
Local area
Remote work
Work from home
Flexible hours
Empower
Overland Park, KS
1 day ago
Personal Banking - Private Client Center Manager
...When a banker looked at a client, they wouldn’t just see... ...to build a career in financial services. We will... ...will be opportunities for advancement within our organization... ...Private teammates to acquire HNW, entrepreneur and... ...PowerPoint. Ability to learn various systems. Skills...
High net worth
Work experience placement
Work at office
Local area
Night shift
Weekend work
Afternoon shift
Bank Midwest
Overland Park, KS
22 hours ago
Hybrid-Flex Wealth Advisor for High-Net-Worth Clients
...seeking a Wealth Management Advisor in Overland Park, KS to build and manage a high-net-worth client book. You will act as fiduciary, delivering tailored financial strategies and retirement guidance while expanding relationships and leveraging TIAA's wealth-management...
High net worth
Flexible hours
Nuveen
Overland Park, KS
22 hours ago
Client Strategy & Engagement Lead (Director) - Business Strategy & Transformation - 1898 & Co
..., we partner with clients to drive enterprise... ...business strategy, operational excellence... ..., identifying and advancing opportunities, and positioning consulting services to address... ...consulting solutions, leads pursuit and... ...footprint.Meet or exceed financial goals by advancing...
Contract work
Work at office
Burns & McDonnell
Kansas City, MO
2 days ago
Senior Private Banking Executive — Client Growth & Strategy
Enterprise Bank & Trust is seeking a VP of Private Banking to lead growth and client strategies in a dynamic financial services environment. You will partner with internal stakeholders to deliver tailored wealth management solutions and superior client service. The role...
Enterprise Bank & Trust
Overland Park, KS
1 day ago
Wealth Management Client Relationship Manager
$71.3k - $80.5k
Wealth Client Relationship Manager Wealth... ...to deliver financial solutions that... ...accountability, learns from mistakes,... ...operationally leads Wealth Management... ...Collaboration, Consultative Communication,... ...Practice Management Strategy, Prioritizes... ...enable us to advance our mission. Together...
High net worth
Work experience placement
Work at office
TIAA
Overland Park, KS
4 days ago
Tax Practice Leader - Equity, Leadership & HNW Clients
Covenant Consulting in Overland Park, KS, seeks a Tax Practice Leader to guide an established tax... ...will remain hands-on in tax work while leading the team, growing relationships with high-net-worth clients, and shaping strategy with firm leadership. The role starts in-office...
High net worth
Work at office
Covenant Consulting
Overland Park, KS
3 days ago
Lead Wealth Advisor: Strategy & Growth
...fiduciary-focused wealth management firm, is seeking a Lead Advisor to provide wealth management strategy for client portfolios and to drive business growth. Reporting to the Senior Advisor, you will construct financial plans and investment strategies for...
The Well
Kansas City, MO
2 days ago
Email Strategy Lead - Pre & Post Charge-Off Digital Collections
$119.77k - $140.9k
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...stage of your career. Try new things, learn new skills and discover what you excel... ...Digital Collections Email Strategy Lead is responsible for the design, execution...
Full time
Work experience placement
Local area
US Bank
Overland Park, KS
2 days ago
National Mission Critical Client Leader
...the lives of our clients, our communities,... ...partnerships, and lead project success.... ...the strategic and financial success of... ...execution from early strategy through post-occupancy... ..., and specialty consultants unique to mission... ...Support the advancement of DLR Group’s integrated...
Contract work
Work at office
Work from home
Visa sponsorship
DLR Group
Overland Park, KS
4 days ago
Client Manager - Employee Health & Benefits
...meaningful impact every day. Learn more about what makes... ...make your mark as a Client Manager at MMA.Marsh... ...service model of a local consultant with the global resources of the world’s leading professional services firm... ...will shape marketing strategies for client renewals and...
Local area
Night shift
Marsh & McLennan Companies
Overland Park, KS
4 days ago
Financial Solutions Advisor I — Licensing & Client Advisory
...of America is hiring a Financial Solutions Advisor Stage... ...licenses, then progress to client advisory in a financial center. You’ll learn to acquire, build, and... ...The role emphasizes a consultative approach, collaboration... ..., and a path to advanced roles within Bank of America...
Bank of America
Overland Park, KS
22 hours ago
Senior Private Banking Client Partner
Enterprise Bank & Trust is seeking a VP of Private Banking to lead client acquisition and service strategies. You will coordinate with internal partners, oversee high-net-worth relationships, and drive loan and deposit growth while managing credit quality and risk. The...
High net worth
Enterprise Bank & Trust
Overland Park, KS
22 hours ago
Lead Software Architect, Cloud & AI Modernization — Post-Acute(Onsite)Overland Park, KS
...Netsmart is seeking a Lead Software Architect, Cloud... ...:• Lead architecture strategy and technical design... ...modernization goals with client commitments,... ...Interest in AI, machine learning, automation, or data-driven... ...equal employment and advancement opportunities to all individuals...
Full time
For contractors
Live in
Relocation
Netsmart Technologies
Overland Park, KS
2 days ago
Workday Financials Sr Consultant
$116k - $229.1k
...applications like Workday Financials and Infor. We're... ...results for our clients. By working... ...Technology and Strategy. With such a... ...Workday Financials Sr Consultant, you will lead project... ...availablePreferredAn advanced degree in the... ...range of benefits. Learn more about what...
Local area
Deloitte
Kansas City, MO
3 days ago
Financial Planner
$81k - $135k
...industries, Aprio ensures clients are prepared for... ...looking for a Financial Planner to join... ...with clients to learn about their unique... ...starting out, looking to advance into management or... ..., industry-leading benefits and a flexible... ...-attest tax and consulting services, and...
High net worth
Full time
Work at office
Local area
Remote work
Flexible hours
Aprio
Overland Park, KS
1 day ago
Workday Certified Financials Lead (FDM/R2R)
...you partner with clients to unlock hidden... ..., continuous learning and a global community... ...-based HR and financial management... ...Workday Financials Lead - FDM/R2R your primary... ...and reporting strategies. Develop... ...help you build and advance your Workday, consultative and delivery skills...
Work experience placement
Work at office
Local area
Accenture
Overland Park, KS
3 days ago
EPC Pursuit Lead - Advanced Power Gen (Hybrid)
...Overland Park, KS, is seeking an EPC Pursuit Manager for APG (Advanced Power Generation) to lead multiple pursuits from kickoff through submission. You... ..., estimating, and procurement—to craft winning strategies and executable solutions. This role requires executive-level...
Black & Veatch
Overland Park, KS
1 day ago
Watershed Management Lead: Strategy & Delivery
HDR is seeking a seasoned Business Class Lead to advance water resource planning initiatives... ...lead plan formulation efforts for Federal clients, and collaborate across market sectors... ...business class, with opportunities to guide strategy, leverage multidisciplinary teams, and...
HDR
Kansas City, MO
1 day ago
Pharma Social Media Lead: Strategy, Insights & Influence
EVERSANA INTOUCH is seeking a Manager, Social Media to lead development and tactical initiatives in a highly regulated pharma... ...provide social media counsel and guide account teams and clients with the social strategy across multiple projects. The role requires 4-7 years of...
EVERSANA INTOUCH
Overland Park, KS
2 days ago
M&A Tax Strategy & Due Diligence Lead
$130k - $215k
...Tilly US in Overland Park, Kansas, is seeking a tax consultant with a Bachelor's degree in finance or... ...professional services firm. Responsibilities include client engagement management, tax strategy advice, and financial transaction modeling. The compensation for this...
Baker Tilly US
Overland Park, KS
4 days ago
Preconstruction Strategy Leader — Client-Facing Projects
A leading general contractor in Kansas City is seeking a Preconstruction Executive to oversee preconstruction strategies across diverse project pursuits. This role involves leading a team, managing... ...project estimates, and fostering client relationships. The ideal candidate...
For contractors
Niche SSP - No.1 for Estimating Talent
Kansas City, MO
3 days ago
EPC Pursuit Lead, Advanced Power Generation
...seeking an EPC Pursuit Manager for APG to lead multiple pursuits and guide complex... ...will align cross-functional teams to win strategy and coordinate with sales, project leadership... ...engineering, and procurement to translate client needs into executable solutions. You will...
Black & Veatch Corporation
Overland Park, KS
1 day ago
Power Program Lead — Drive Grid Projects & Client Strategy
HDR is seeking a Power Program Manager to lead planning and execution of power infrastructure programs for our clients. You’ll guide multidisciplinary teams including engineering, project controls, environmental and real estate to meet scope, schedule and budget while...
HDR
Kansas City, MO
1 day ago
National Conveyance Strategy Lead
...Veatch in Overland Park, KS, is seeking a National Conveyance Lead to guide annual business planning, strategy, and profitable growth across pipelines and pump stations. The role focuses on leadership, client engagement, and cross‑portfolio collaboration. You will build...
Black & Veatch
Overland Park, KS
3 days ago
Insurance Technology Strategy Leader
...Our Deloitte Strategy & Transactions... ...team helps guide clients through their... ..., avoid financial pitfalls, and... ...strategic plans to leading insurance organizations... ...and advanced analytics solutions... ...continuous learning to keep pace with... ...of management consulting experience...
Visa sponsorship
Flagship Kansas
Kansas City, MO
1 day ago
Private Client Lead Associate — Coaching & Compliance
Empower, a leading US financial services firm, seeks a Lead Associate in Private Client to support the Private Client Group Relationship Management team. You will train, coach, and provide real-time guidance to ensure compliant, efficient client interactions while upholding...
Empower
Overland Park, KS
1 day ago
Remote RCM Strategy & Client Success Lead
Cognizant is seeking a Remote Client Success Advisor - Provider Revenue Cycle Management Expert to lead large-scale transitions and drive client success across healthcare organizations. As a trusted advisor, you will deliver strategic guidance, manage complex engagements...
Remote job
RemoteFetch
Kansas City, MO
3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant - Learn & Lead in Advanced Strategies for HNW Clients. Be the first to apply!