Talent.com
WealthBridge Financial Group
Experienced Financial Advisor - Independent Platform, Full Book PortabilityWealthBridge Financial Group • Los Lunas, NM, US
Experienced Financial Advisor - Independent Platform, Full Book Portability

Experienced Financial Advisor - Independent Platform, Full Book Portability

WealthBridge Financial Group • Los Lunas, NM, US
30+ 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 • Los Lunas, NM, US

Similar jobs

Wealth Financial Advisor - Santa Fe/Albuquerque, NM

Corebridge FinancialAlbuquerque, NM, United States
Full-time

Corebridge Financial Services Financial Advisor.Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century.We are an industry-leadi... Show more

 • Promoted

Bookkeeper

TradeJobsWorkforce87006 Bosque, NM, US
$25.00 hourly
Full-time

The duties will include day to day bookkeeping, bank account reconciliations for various small business entities.Assisting in preparing financial statements.Filing various simple tax forms with loc... Show more

 • Promoted

FINANCIAL ANALYST

Sandia Resort & CasinoAlbuquerque, NM, United States
Full-time

Salary Position Type Full Time Job Shift Day Category Accounting.The Financial Analyst is the primary support for maintenance of daily operation reports and other analytical reports.The Financial A... Show more

 • Promoted

Financial Advisor - Kirtland Credit Union

LPL FinancialAlbuquerque, NM, United States
Full-time

LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients.This employment opportunity at Kirtland Credit Union in Albuquerque, NM would allow ... Show more

 • Promoted

Remote Job $790/wk - Hiring Focus Group Panelists

MaxionLos Lunas, NM, 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

Service Advisor

Kansas City HyundaiAlbuquerque, NM, United States
Full-time

INFINITI of Albuquerque is looking for a motivated, customer-focused Service Advisor to join our growing team.If you're passionate about delivering a premium customer experience and enjoy working i... Show more

 • Promoted

Senior Financial Consultant

Valliant Consulting GroupAlbuquerque, NM, United States
Full-time

Job Title: Senior Financial Consultant - Native American Consulting.Organization: Ulrich Investment Consultants.Location: Portland, OR or Albuquerque, NM.Compensation: $105,000 - $150,000 (dependin... Show more

 • Promoted

Financial Specialist

Department of JusticeAlbuquerque, NM, United States
Full-time

As a Financial Specialist at the GS-0501-9/11 level, some of your typical work assignments may include:.Overseeing the District financial management program.Analyzing the District's financial oblig... Show more

 • Promoted

Voya Financial Albuquerque

Voya Financial AdvisorsAlbuquerque, NM, United States
Full-time

Financial Professional Opportunity.Financial Professional to join our team in the greater Albuquerque area to work plan sponsor relationships.This position will be responsible for 403(b)/457 enroll... Show more

 • Promoted

Financial Advisor - Albuquerque

Thrivent Financial for LutheransAlbuquerque, NM, United States
Full-time

Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you'll make... Show more

 • Promoted

Wealth Management Advisor - Albuquerque

U.S. BankAlbuquerque, NM, United States
Full-time

The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team.Meet with affluent clients to collect financial information,... Show more

 • Promoted

Costco Bakery Associate

TradeJobsWorkforce87006 Bosque, NM, US
Full-time

Be part of our success story as a Costco Bakery Associate to manage daily responsibilities with a focus on quality and efficiency, adapt to shifting priorities and business needs, and maintain accu... Show more

 • Promoted

Merrill Advisor Development Program - Financial Advisor: Desert Mountain Market

Bank of AmericaAlbuquerque, NM, United States
Temporary

Merrill Advisor Development Program - Financial Advisor.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, comp... Show more

 • Promoted

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

Earn HausLos Lunas, NM, 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

Earn Cash From Taking Surveys Online

Earn HausLos Lunas, NM, 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

Remote Policy Advisor

Ohana Outreach FinancialLos Lunas, NM, United States
Remote
Full-time

Job DescriptionJob DescriptionThis role suits individuals ready to build a flexible online career with earning growth.You'll educate families during remote consultations about their financial prote... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - Albuquerque, NM

ChaseAlbuquerque, NM, 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

Premium Auditor

Davies North AmericaAlbuquerque, NM, United States
Full-time

Join Davies Risk Services as a Premium Auditor No Experience Required! Are you a self-starter who thrives on independence, loves working with numbers, and enjoys meeting new people? Do you have a ... Show more