Financial Consultant
WealthBridge Financial Group
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them reach their long-term financial objectives. You will conduct comprehensive financial analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization. The ideal candidate is someone who possesses a solid understanding of financial products and services and has a passion for helping clients achieve their financial goals. You will have the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group's client base. At WealthBridge, we pride ourselves on our commitment to integrity, innovation, and excellence in service. Join us and help make a positive impact on the financial well‑being of individuals and families. Bachelor's degree in finance, economics, or a related field. Previous experience in financial consulting or a similar role is preferred. Strong analytical and problem‑solving skills. Excellent communication and interpersonal skills. Ability to build and maintain relationships with clients. Familiarity with financial planning software and investment products. 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
- ...not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Consultant should demonstrate commitment to delivering distinctive service. This position will be responsible for building and managing...SuggestedWork at office
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...SuggestedWork at officeShift workDay shift
- ...Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...SuggestedWork at officeFlexible hours
$50k
...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 clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hours- ...Pinnacle Financial Advisor Position At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts...SuggestedWork at office
$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$100k
...Tristate Financial Advisors (TFA) provides the ability to create your own financial success by helping clients enjoy their own. Previous... ...helping them track their progress over time. Provide ongoing consultation and support. TFA differs from other firms for many reasons,...Local area- ...Dormont Manufacturing Co is seeking a Financial Advisor for their Merrill Advisor Development Program. The role involves developing relationships with high-net-worth clients, understanding their financial goals, and making suitable investment recommendations. The ideal...Full time
- ...HHM Wealth Advisors, LLCIncumbent advisor is expected to utilize our financial planning process along with his/her knowledge of investment strategies, tax, securities, insurance, and retirement plans to assist clients in building, distributing, preserving and transferring...
$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 hours- ...Merrill Advisor Development Program- Financial Advisor: Volunteer State Market Chattanooga, Tennessee;Nashville, Tennessee To... ...success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...SmartBank, we prioritize individual needs, set high expectations, and celebrate achievements – that's the SmartBank way.Our Senior Financial Services Representative will be responsible for:Providing excellent customer service by meeting the needs of clients in an...Work at officeLocal area
- Security Analyst II Corporate Headquarters - Chattanooga, TN 37402 Overview Position Type Full Time Job Shift M - F 8:00 - 4:45 Education Level 4 Year Degree Category Banking Description JOB SUMMARY: The Security Analyst II is responsible for advancing...Full timeWork experience placementShift work
- ...complete with a detailed analysis of repayment sources, collateral analysis and well-supported risk rating recommendation. Prepares financial statement spreads using designated software products and templates after receipt of a financial package and initial loan request....
$43.89k - $150k
...Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera... ...Preferences Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist Two (2) years of Financial...Full timeTemporary workLocal areaFlexible hours$75k - $90k
Information Security Analyst IV Location: Chattanooga, TN Direct Hire Salary: $75,000 - $90,000/year + Benefits Relocation Assistance: YES The Information Security Analyst IV works in support of Information Security and Compliance requirements across the Companies...Local areaRelocation package- ...community involvement Lead client conversations as a trusted financial advisor, offering tailored banking solutions Analyze and... ...reach out to me directly! Denise Fair Search Consultant gpac - Banking Division ****@*****.*** All...Local area
- Job Details Location: Corporate Headquarters - Chattanooga, TN 37402 Position Type: Full Time Shift: M - F 8:00 - 4:45 Category: Banking Job Summary The Mortgage Loan Processor plays a key role in reviewing, organizing and submitting mortgage loan files in accordance with...Full timeLocal areaShift work
$100 per hour
...providing excellent communication, a solid understanding of TVFCU products and services and a passion for helping others achieve their financial goals. ESSENTIAL DUTIES AND RESPONSIBILITIES: Successfully answers sessions as presented and complete in a timely manner,...Hourly payPart timeWork experience placementWork at officeShift workWeekend work- ...Corporate! Successful Candidate Attributes: · Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. · Maintains a database of past clients for marketing purposes. · History of closing at least 3-5 units per...Remote work
- ...expansions have broadened our membership and services, while our core philosophy remains the same: people helping people and advancing financial peace of mind within the community. At Scenic Community Credit Union, we value the stories behind the numbers. When you join SCCU,...Work at office
- ...months of employment. FirstBank does not accept unsolicited resumes from agencies and staffing firms. Recruitment agencies and consultants may not submit resumes directly to managers. FirstBank will not pay fees to any third-party agency or company that does not have...
- ...Bank is to build a long-lasting relationship that helps us match customers with the solutions they need to help them reach their financial goals.TELLER ESSENTIAL FUNCTIONS:Deliver exceptional customer serviceComplete customer transactions according to established guidelinesIdentify...Work at office
- ...America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional... ...of business process in Premium Accounting, Internal controls, Financial reporting, Sales compensation modeling. Physical Demands & Work...Work at officeLocal areaRemote workFlexible hoursNight shift
- CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 50...Temporary workWork at officeLocal area
- ...that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications... ...prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering...Full timeFlexible hours
- Position Overview The Loan Officer Assistant provides support to CrossCountry Mortgage, LLC’s mortgage loan officers in their daily duties to increase loan production levels. The Loan Officer Assistant works directly with CCM customers, loan officers, and processors to...Temporary workWork at officeLocal area
$18 - $25 per hour
TSI - Transworld Systems Inc. is offering a remote position for securing payments on past-due student loan accounts. The role requires strong customer service skills and a high school diploma. The compensation ranges from $18 to $25 per hour based on experience, along ...Hourly payRemote work- Your Job p Are you interested in working in an exciting industry? Do you have good interpersonal skills and like interacting with co-workers, clients, and superiors? We want to work with you! /p Your Day br p strong Job responsibilities may include the...
- ...model are delivered to maximize opportunities and meet customer financial needs; personally execute to the same level as needed.... ...resumes from agencies and staffing firms. Recruitment agencies and consultants may not submit resumes directly to managers. FirstBank will not...
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