Financial Consultant

WealthBridge Financial Group

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

Apply

Vacancy posted 12 days ago

Similar jobs that could be interesting for youBased on the Financial Consultant in Mississippi vacancy

Financial Consultant
...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
Brandon, MS
1 day ago
Financial Consultant (Remote)
About the job Financial Consultant (Remote) Achieve Balance and Impact with a Part-Time Financial Consulting Role About Us: We’re a trusted financial services company dedicated to helping clients build and protect their wealth. With licenses across the U.S., Canada, Mexico...
Suggested
Remote job
Extra income
Part time
Melius Consulting
Jackson, MS
3 days ago
US Experienced Financial Advisor
$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...
Suggested
Work at office
Work from home
Home office
Flexible hours
Edward Jones
Meridian, MS
8 hours ago
US Experienced Financial Advisor
$50k - $125k
...Job Description As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by branch associates, a home‑office team and other regional financial advisors. With over 100 years of history, Edward Jones offers a legacy of experience and...
Suggested
Work at office
Work from home
Home office
Flexible hours
Edward Jones
Biloxi, MS
3 days ago
Financial Counselor
$58.44k - $93.5k
...Personal Financial Counselor, PFC- Columbus AFB, MSThis position will provide personal financial services at assigned military installations... ...may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff,...
Suggested
Contract work
Temporary work
Work at office
Magellan Health
Columbus, MS
2 days ago
Financial Advisor
...What you’ll do: As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals. You will provide guidance to military families on managing day-to-day finances, building...
Hourly pay
Temporary work
For contractors
Traineeship
Work at office
Local area
Home office
First Command
Biloxi, MS
1 day ago
Financial Advisor
$61k - $119k
...Financial Advisor OpportunityBecoming 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...
Full time
Contract work
For contractors
Work at office
Northwestern Mutual
Madison, MS
3 days ago
Financial Planner
...Financial Planner Location US-MS-Ridgeland | US-AL-Mobile | US-FL-Santa Rosa Beach | US-Within Trustmark's Geographic Footprint... ...Exit Planner) preferred CBEC(Certified Business Exit Consultant) preferred CEPA(Certified Exit Planning Advisor) preferred...
Full time
Work at office
Night shift
Trustmark
Jackson, MS
8 hours ago
Financial Advisor
$50k - $80k
...Overview Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle...
Work at office
Flexible hours
Bankers Life
Flowood, MS
2 days ago
Finance Associate - Philadelphia
$365k
...negotiating syndicated revolving and term loans, asset-based facilities, second lien loans, mezzanine financings, bridge facilities, financial sponsor debt investments, and loan workouts and restructurings.Our client is seeking a highly skilled and experienced associate to...
Jameson Legal
Philadelphia, MS
2 days ago
Financial Advisor
Direct message the job poster from Prudential Financial Business Development Manager at Prudential We are looking for experienced Advisors... ...Employment Type Full-time Job Function Finance, Sales, and Consulting Industries Financial Services and Investment Management...
Full time
Internship
Prudential Financial
Olive Branch, MS
2 days ago
Financial Aid Counselor
Assist in the evaluation of financial aid applications and determination of eligibility for financial assistance Complete verification of student files according to Department of Education regulations Assist in the review and application of institutional scholarships and...
Pearl River Community College
Poplarville, MS
2 days ago
Financial Representative
Modern Woodmen Fraternal Financial and MWA Financial Services. A Great Place to Work-Certified™ Region. As a fraternal benefit society, we have no stockholders. We’re owned and operated by and for the benefit of our members. We specialize in retirement planning, investments...
Full time
Work at office
Flexible hours
Modern Woodmen of America
Madison, MS
4 days ago
Corporate & Finance, Mid-Level Banking Associate
$260k - $365k
...finance group of the finance practice is seeking a middle to senior level associate to join our team. Located in the world’s key financial hubs, the finance practice operates one of the leading global finance practices with more than 450 lawyers located in 30 offices....
Full time
Work at office
Relocation
Hogan Lovells
Philadelphia, MS
8 hours ago
Financial Representative Seeking Growth
$97k - $192k
Role Overview The Role of Financial Representative at Modern Woodmen: you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office. Over time, the role can expand to include...
Work at office
Local area
Work from home
Flexible hours
Marsh Region - Modern Woodmen of America
Hernando, MS
4 days ago
Financial Advisor
Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals and families achieve their retirement and... ...opportunities and cultivate referral relationships. Conduct individual consultations, seminars, and educational meetings. Maintain compliance with...
Voya Financial
Jackson, MS
3 days ago
Financial Aid Counselor
Mississippi State University is hiring a Financial Aid Counselor. The role involves assisting students and parents with financial aid applications, reviewing documents, and determining eligibility for federal Title IV and other aid programs. Additionally, the counselor...
Mississippi State University
Starkville, MS
2 days ago
Financial Advisor
$43.89k - $150k
Job Description At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives... ...Bachelor's degree Certified Financial Planning, Chartered Financial Consultant, and Certified Retirement Specialist Two (2) years of...
Full time
Temporary work
Local area
Flexible hours
Regions Bank
Gulfport, MS
3 days ago
College Financial Representative, Internship Program
$1,000 per month
...Northwestern Mutual College Financial Representative Internship 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...
Full time
Contract work
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual
Madison, MS
1 day ago
Remote Financial Aid Advisor, Online Division (US)
$20.54 - $29.42 per hour
...Herzing University is looking for a Financial Aid Advisor to assist a diverse student population. This role involves guiding students through the financial aid process and counseling them on funding options. Successful candidates will start with comprehensive onboarding...
Hourly pay
Work at office
Remote work
Herzing University
Jackson, MS
2 days ago
Wealth Advisor
...Trustmark Bank is seeking a Financial Advisor Associate to support a seasoned Financial Advisor in delivering investment and financial planning services to clients. The role offers exposure to markets, products, and day-to-day advisory activities with a 12–24 month path...
Trustmark
Hattiesburg, MS
3 days ago
Financial Planning Associate
...A national financial services organization seeks a financial representative to help individuals achieve their financial goals. The role involves creating tailored financial plans and providing ongoing support. Ideal candidates will be passionate about improving financial...
Full time
Modern Woodmen
Laurel, MS
2 days ago
Corporate & Finance, Capital Markets, Associate
$260k - $365k
The Philadelphia office seeks a mid-level corporate & securities associate with a minimum of two to three years of experience in a broad range of corporate and securities matters, including public company advisory work, corporate governance and capital markets financings...
Full time
Work experience placement
Work at office
Relocation
Hogan Lovells
Philadelphia, MS
2 days ago
Associate Financial Representative
...-powered advice on this job and more exclusive features. Direct message the job poster from 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 America...
Full time
Local area
Modern Woodmen
Philadelphia, MS
3 days ago
Associate Financial Advisor
...SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar‑athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client...
Full time
Part time
SkyKey Financial
Clinton, MS
3 days ago
Associate Financial Advisor
...Careers Advancement Opportunities Flexible Scheduling Competitive Compensation Job Summary We are seeking an Associate Financial Advisor to join our team. In this role, you will educate and provide guidance to our clients on how to best utilize and invest...
Work at office
Flexible hours
Crown Financial Group Inc
Oxford, MS
8 hours ago
Relationship Banker
$33.73k
...that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications... ...cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to...
Full time
Part time
Flexible hours
Regions Bank
New Albany, MS
2 days ago
Financial Planner - Entry Level
...development Vision insurance Join the winning team at P&W Financial Group (serving Northwestern Mutual across Greater Jackson to... ...financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations...
Work at office
Local area
Visa sponsorship
Flexible hours
P&W Financial Group - Northwestern Mutual
Jackson, MS
4 days ago
Relationship Banker
Regions Bank in Flowood, Mississippi seeks a Relationship Banker I to deliver exceptional customer experiences at the cash line and via phone. You will process transactions, resolve basic service requests, and build lasting customer relationships while guiding clients ...
Weekend work
Regions Bank
Flowood, MS
2 days ago
Relationship Banker
...matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers...
Trustmark
Liberty, MS
2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!