Talent.com
WealthBridge Financial Group
Experienced Financial Advisor - Independent Platform, Full Book PortabilityWealthBridge Financial Group • Gilbert, AZ, US
No longer accepting applications
Experienced Financial Advisor - Independent Platform, Full Book Portability

Experienced Financial Advisor - Independent Platform, Full Book Portability

WealthBridge Financial Group • Gilbert, AZ, US
9 days ago
Job type
  • Full-time
  • Quick Apply
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.
  • Deomonstrated 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
Create a job alert for this search

Experienced Financial Advisor - Independent Platform, Full Book Portability • Gilbert, AZ, US

Similar jobs

Financial Representative

Western & Southern LifeGilbert, AZ, United States
Full-time

The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recomme... Show more

 • Promoted

Front End Entry Level

Albertsons CompanyFountain Hills, AZ, United States
Full-time

When you begin your job with us working on the front-end as a courtesy clerk, customer service associate, or cashier, you are taking a step towards an opportunity that can help you learn, grow, and... Show more

 • Promoted

Remote Travel Advisor

Roamarae Global TravelMesa, AZ, United States
Remote
Full-time +1

Job Summary We are looking for enthusiastic and service-driven individuals to join our team as Remote Travel Advisors.In this role, you will help clients plan and book memorable travel experiences,... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - Fountain Hills, AZ

ChaseFountain Hills, AZ, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

Car Wash Service Advisor

Jackson EnergyFountain Hills, AZ, United States
Full-time

This position offers awesome earnings potential! Good at sales? Jacksons Car Wash Service Advisors earn an average of $1,000 - $1,500 per week and top team members earn more than $100,000 annually.... Show more

 • Promoted

Automotive Sales Associate

Jones Auto GroupCasa Grande, AZ, United States
Full-time

Jones Auto Group is growing - and we've just opened a brand-new dealership right here in Casa Grande! We are looking for motivated, energetic, customer-focused individuals who want more than just a... Show more

 • Promoted

Remote Job $790/wk - Hiring Focus Group Panelists

MaxionFountain Hills, AZ, US
Remote
Full-time +2

Want to make extra money on YOUR schedule? Join our exclusive list of research study participants and .Perfect for anyone seeking remote, part-time, or temporary work, these opportunities require .... Show more

 • Promoted

Loan Advisor

DriveTime Automotive GroupMesa, AZ, United States
Full-time +1

DriveTime Family of Brands includes in-house financing and servicing through Bridgecrest, which is one of the country's leading financial servicing providers.Bridgecrest services roughly $25+ billi... Show more

 • Promoted

Leasing Associate

RPM LivingCasa Grande, AZ, United States
Full-time

The Leasing Associate position is responsible for the leasing, marketing and maintaining positive resident relations.Leasing Associates handle the signing of leases, and act as a landlord for prope... Show more

 • Promoted

Fuel Cashier

TravelCenters of AmericaCasa Grande, AZ, United States
Full-time

Travelcenters Of America Fuel Cashier.TravelCenters of America offers a convenient, one-stop shopping experience to our customers.We carry a wide selection of name-brand products, and are stocked w... Show more

 • Promoted

Remote Benefits Advisor (50k-90k per year)

Professional CareersFountain Hills, Arizona
$50,000.00 yearly
Remote
Full-time +1

We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time/Part time hours with flexibility.We are r... Show more

 • Promoted

Complete Online Surveys For Cash (Up to $25/per)

Earn HausFountain Hills, AZ, US
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Client Relationship Consultant 4 (Banker) - Downtown Mesa

U.S. BancorpMesa, AZ, United States
Full-time

Client Relationship Consultant.Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide ... Show more

 • Promoted

Financial Services Associate

Carrington CollegeMesa, AZ, United States
Full-time

Job Category: Financial Services Requisition Number: FINAN009239.The Financial Services Associate meets with applicants and students regarding their eligibility for federal financial aid programs b... Show more

 • Promoted

Financial Advisor

Northwestern MutualGilbert, AZ, United States
Full-time

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 go... Show more

 • Promoted

Surrogacy Opportunity Starts at $67K-$87K+ with a $1,250 Pre-Screening Bonus

Physician's SurrogacyFountain Hills, AZ, US
Full-time +2

Surrogacy Opportunity Starts at $67K-$87K+ with a $1,250 Pre-Screening Bonus.Looking for a high-paying opportunity with real support and no upfront costs?.Become a Surrogate and earn up to.All exp... Show more

 • Promoted

Service Advisor

CWIMesa, AZ, United States
Full-time +1

Camping World is seeking a Service Advisor to join our growing team.As a Service Advisor you will primarily be responsible for initiating and processing requests for repair services and providing a... Show more

 • Promoted • New!

Financial Advisor

Northwestern Mutual Life Insurance CompanyGilbert, AZ, United States
Full-time

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 becomi... Show more

 • Promoted

Private Wealth Advisor

BOK FinancialMesa, AZ, United States
Full-time

Req ID: 75310 Location: Scottsdale -SCOTT, Phoenix -PHOE, Mesa -MESA Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2024 BOK Financial... Show more

 • Promoted

Earn Cash From Taking Surveys Online

Earn HausFountain Hills, AZ, US
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more