Top 21 Wealth manager Jobs in Mandeville, La

Financial Consultant
WealthBridge Financial Group —Akers, LA
- $100,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
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Financial Advisor
Strategic Wealth Specialists —Metairie, LA
- $68,543.90 - $82,547.49 a year
- Full-time
- Customer service
- Mid-level
- Math
- Health savings account
- Health insurance
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Wealth Financial Advisor - Slidell, LA
Corebridge —Slidell, LA
- Choose your own hours
- 7 years
- Bachelor's degree
- Travel
- Wellness program
- Health insurance
2d

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Financial Services Professional
New York Life —Mandeville, LA
Provide financial guidance and make recommendations to clients. This is a full-time hybrid role for a Financial Services Professional.
$70,000 - $100,000 a year
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Financial Representative (Training Provided Career Changers Encouraged) - (Background Check Required
New York Life —Mandeville, LA
Strong analytical skills to assess financial data and develop strategic recommendations. Evaluate clients’ financial goals and circumstances to deliver…
$78,000 - $141,715 a year
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Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
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Wealth and Investment Portfolio Manager II
Huntington Bank —Columbus, OH
Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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wealth manager jobs near mandeville, la

Financial Consultant

WealthBridge Financial Group -
Akers, LA

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Job Details

Full-time
$100,000 - $175,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
Vision insurance
401(k) matching
Opportunities for advancement

Qualifications

Customer relationship building
Bachelor's degree
Client retention
Data interpretation

Full 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

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wealth manager jobs in mandeville, la

Financial Consultant

Financial Advisor

Wealth Financial Advisor - Slidell, LA

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