You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...
You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...
You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...
You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...
The CFO will advise County leadership on strategy, budget development, fiscal policy, debt management, and risk, while ensuring transparent, responsible financial management and robust internal ...
The CFO will advise County leadership on strategy, budget development, fiscal policy, debt management, and risk, while ensuring transparent, responsible financial management and robust internal ...
FP&A Manager - AI Trainer
Bend, OR · Remote
$50 - $100/hr
Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...
Quick apply
FP&A Manager - AI Trainer
Bend, OR · Remote
$50 - $100/hr
Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...
Financial Planner - AI Trainer
Bend, OR · Remote
$50 - $100/hr
Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...
Quick apply
Financial Planner - AI Trainer
Bend, OR · Remote
$50 - $100/hr
Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...
Chief Financial Officer
$13K - $17K/mo
Treasury and Investment Management Treasury and investment management functions are overseen by the elected County Treasurer. In the past, the Chief Financial Officer has also served as the County ...
Chief Financial Officer
$13K - $17K/mo
Treasury and Investment Management Treasury and investment management functions are overseen by the elected County Treasurer. In the past, the Chief Financial Officer has also served as the County ...
Chief Financial Officer
Bend, OR · On-site
$13K - $17K/mo
Treasury and Investment Management Treasury and investment management functions are overseen by the elected County Treasurer. In the past, the Chief Financial Officer has also served as the County ...
Chief Financial Officer
Bend, OR · On-site
$13K - $17K/mo
Treasury and Investment Management Treasury and investment management functions are overseen by the elected County Treasurer. In the past, the Chief Financial Officer has also served as the County ...
Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director . This role is ideal for an experienced advisor who has ...
Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director . This role is ideal for an experienced advisor who has ...
Managing Director WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director . This role is ideal for an experienced advisor who has ...
Managing Director WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director . This role is ideal for an experienced advisor who has ...
Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director . This role is ideal for an experienced advisor who has ...
Quick apply
Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director . This role is ideal for an experienced advisor who has ...
Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director . This role is ideal for an experienced advisor who has ...
Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director . This role is ideal for an experienced advisor who has ...
Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director . This role is ideal for an experienced advisor who has ...
Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director . This role is ideal for an experienced advisor who has ...
Chief Financial Officer (Bend)
Bend, OR · On-site
Treasury and Investment Management Treasury and investment management functions are overseen by the elected County Treasurer. In the past, the Chief Financial Officer has also served as the County ...
Chief Financial Officer (Bend)
Bend, OR · On-site
Treasury and Investment Management Treasury and investment management functions are overseen by the elected County Treasurer. In the past, the Chief Financial Officer has also served as the County ...
Senior Financial Analyst - AI Trainer
Bend, OR · Remote
$50 - $100/hr
Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...
Quick apply
Senior Financial Analyst - AI Trainer
Bend, OR · Remote
$50 - $100/hr
Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...
Financial Planning Associate
Bend, OR · On-site
Maintain CRM records and ensure compliance * Partner with Financial Advisor to review clients' current portfolio design, understand client goals, enter client data, and conduct financial analysis.
Financial Planning Associate
Bend, OR · On-site
Maintain CRM records and ensure compliance * Partner with Financial Advisor to review clients' current portfolio design, understand client goals, enter client data, and conduct financial analysis.
Voya Financial Advisors , Inc., a leading independent broker-dealer in the defined contribution ... This position will be responsible for 403(b)/457 enrollment, retail wealth management, retirement ...
Voya Financial Advisors , Inc., a leading independent broker-dealer in the defined contribution ... This position will be responsible for 403(b)/457 enrollment, retail wealth management, retirement ...
Corporate Finance Analyst - AI Trainer
Bend, OR · Remote
$50 - $100/hr
Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...
Quick apply
Corporate Finance Analyst - AI Trainer
Bend, OR · Remote
$50 - $100/hr
Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...
Financial Manager information
See Bend, OR salary details
$44.3K - $56.5K
2% of jobs
$56.5K - $68.7K
4% of jobs
$68.7K - $80.9K
6% of jobs
$80.9K - $93K
7% of jobs
$99.1K is the 25th percentile. Wages below this are outliers.
$93K - $105.2K
10% of jobs
$105.2K - $117.4K
12% of jobs
The median wage is $126.3K / yr.
$117.4K - $129.6K
12% of jobs
$129.6K - $141.8K
9% of jobs
$141.8K - $153.9K
6% of jobs
$153.9K - $166.1K
4% of jobs
$167.3K is the 75th percentile. Wages above this are outliers.
$166.1K - $178.3K
28% of jobs
$44.3K
$131.2K
$178.3K
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Financial Consultant , Financial Advisor
Bend, OR • On-site
Full-time
Medical, Dental, Vision, Life, Retirement
Re-posted 6 days ago
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.
We have a unique CPA partnership program to establish that COI for consistent new clients, premium financing to attract UHNW, wealth management (of course), and a proven digital marketing strategy designed to drive meaningful growth in today's market.
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.
If you are ready to grow your practice, apply today!
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.
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.
About WealthBridge Financial Group
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
New York, NY, US