About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
Financial Services Professional
Dallas, TX · On-site
$60 - $90/hr
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
Financial Services Professional
Dallas, TX · On-site
$60 - $90/hr
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
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About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the ...
Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the ...
Financial Advisor Associate
Houston, TX · On-site
$75 - $90/hr
What You'll Be Doing The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to provide investment services that will help clients achieve their financial goals. The FAA will ...
Financial Advisor Associate
Houston, TX · On-site
$75 - $90/hr
What You'll Be Doing The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to provide investment services that will help clients achieve their financial goals. The FAA will ...
Associate Financial Representative
Houston, TX · On-site
$67.50 - $112.50/hr
Conduct financial advice sessions and reviews with clients over the phone. * Handle and execute client transactions and general customer service requests. * Prepare client reports and proposals as ...
Associate Financial Representative
Houston, TX · On-site
$67.50 - $112.50/hr
Conduct financial advice sessions and reviews with clients over the phone. * Handle and execute client transactions and general customer service requests. * Prepare client reports and proposals as ...
Financial Center Leader
Fort Worth, TX · On-site
$60 - $90/hr
At BOK Financial, we're passionate about supporting our clients and each other. Join us as a Financial Center Leader and kickstart your career with our industry‑leading Banking Navigator program--a ...
Financial Center Leader
Fort Worth, TX · On-site
$60 - $90/hr
At BOK Financial, we're passionate about supporting our clients and each other. Join us as a Financial Center Leader and kickstart your career with our industry‑leading Banking Navigator program--a ...
Associate Financial Representative
Austin, TX · On-site
$71 - $118/hr
Delivering financial advice and conducting reviews with clients over the phone via inbound and outbound calling activities * Handling and executing client transaction and general customer service ...
Associate Financial Representative
Austin, TX · On-site
$71 - $118/hr
Delivering financial advice and conducting reviews with clients over the phone via inbound and outbound calling activities * Handling and executing client transaction and general customer service ...
The Director of Financial Reporting oversees consolidated reporting, technical accounting, and financial compliance for a complex, multi-entity organization. This role manages the close and ...
The Director of Financial Reporting oversees consolidated reporting, technical accounting, and financial compliance for a complex, multi-entity organization. This role manages the close and ...
$50 - $70/hr
As a Financial Services Associate, you'll help individuals and families improve their financial well‑being while building your own book of business--with structured support, provided leads, and ...
$50 - $70/hr
As a Financial Services Associate, you'll help individuals and families improve their financial well‑being while building your own book of business--with structured support, provided leads, and ...
Financial Professional
Dallas, TX · On-site
$60K - $100K/yr
Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial ...
Financial Professional
Dallas, TX · On-site
$60K - $100K/yr
Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial ...
49 Financial is actively seeking motivated college graduates to join our team as Financial Advisors, focusing on client acquisition and long-term service. The role emphasizes building a client base ...
49 Financial is actively seeking motivated college graduates to join our team as Financial Advisors, focusing on client acquisition and long-term service. The role emphasizes building a client base ...
Briaud Financial Advisors is looking for a Financial Advisor to help us serve our clients as we grow. Our office has an academic, collaborative culture, so we are looking for someone who loves coming ...
Briaud Financial Advisors is looking for a Financial Advisor to help us serve our clients as we grow. Our office has an academic, collaborative culture, so we are looking for someone who loves coming ...
49 Financial is actively seeking motivated college graduates to join our team as Financial Advisors, focusing on client acquisition and long-term service. The role emphasizes building a client base ...
49 Financial is actively seeking motivated college graduates to join our team as Financial Advisors, focusing on client acquisition and long-term service. The role emphasizes building a client base ...
Financial Advisor
College Station, TX · On-site
Briaud Financial Advisors is looking for a Financial Advisor to help us serve our clients as we grow. Our office has an academic, collaborative culture, so we are looking for someone who loves coming ...
Financial Advisor
College Station, TX · On-site
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Financial Advisor
Round Rock, TX · On-site
$43K - $150K/yr
This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial Institutions or ...
Financial Advisor
Round Rock, TX · On-site
$43K - $150K/yr
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Financial Protection Advisor
San Angelo, TX · On-site +1
$3.0K - $6.0K/wk
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San Angelo, TX · On-site +1
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San Angelo, TX · On-site +1
$3.0K - $6.0K/wk
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San Angelo, TX · On-site +1
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Austin, TX · On-site +1
$32K - $60K/yr
This position centers on financial education delivery and helping individuals understand long-term planning strategies. In this position, you will guide individuals through foundational financial ...
Financial Development Specialist - Texas
Austin, TX · On-site +1
$32K - $60K/yr
This position centers on financial education delivery and helping individuals understand long-term planning strategies. In this position, you will guide individuals through foundational financial ...
Financial information
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| Aspect | Financial | Bookkeeper |
|---|---|---|
| Certifications | Often requires CPA, CFA, or similar | Typically no formal certifications required |
| Work Environment | Corporate finance departments, accounting firms | Small businesses, accounting offices |
| Primary Responsibilities | Financial analysis, planning, reporting | Recording transactions, maintaining ledgers |
| Employer & Industry Usage | Finance departments, investment firms | Small to medium businesses, accounting services |
Financial professionals focus on analysis, planning, and strategic financial management, often requiring advanced certifications. Bookkeepers handle day-to-day transaction recording and ledger maintenance, usually without formal certifications. While both roles are essential in finance, they differ in scope, responsibilities, and required credentials.
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Full-time
Posted 9 days ago
Job description
At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships.
www.wealthbridgefg.com
Position OverviewWe are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network.
Key Responsibilities- Develop and maintain long-term client relationships through a client-first, consultative approach
- Analyze clients' financial goals and design personalized strategies (retirement, investment, insurance, estate planning)
- Provide education and guidance to help clients make informed financial decisions
- Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions
- Build and grow your own book of business through networking, referrals, and marketing initiatives
- Stay current on financial markets, products, and planning strategies
Requirements
Ideal Candidate- Entrepreneurial mindset with strong interpersonal and communication skills
- Desire to build a client-focused business and long-term career
- Self-motivated, disciplined, and goal-oriented
- Interest in financial services, wealth management, or business development
- Prior experience in sales, finance, or client service is a plus (not required)
You'll serve a diverse client base including:
- Individuals and families
- Business owners
- Institutions and organizations
- Be part of a firm focused on people, impact, and outcomes
- Build a career with uncapped growth potential
- Work in a supportive environment that values collaboration and innovation
- Help clients navigate complex financial decisions with confidence
Benefits
What sets us apart from other firms?- Access to a collaborative network of experienced professionals and mentors
- Advanced planning resources, digital marketing support, and business development tools
- Flexible career path with entrepreneurial growth opportunities
- Ongoing training, licensing support, and professional development
- Technology platforms and tools to help streamline client engagement and planning
- A culture focused on integrity, innovation, and long-term client success
About WealthBridge Financial Group
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
New York, NY, US