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Financial Services Professional (Connecticut) at WealthBridge Financial Group
Southport, Connecticut, United States - Full Time
Skills Needed
Financial Planning, Wealth Management, Client Relationship Management, Investment Strategy, Estate Planning, Retirement Planning, Insurance Planning, Business Development, Networking, Consultative Selling, Financial Analysis, Communication Skills
Specialization
Seeking self-motivated individuals with an entrepreneurial mindset and strong interpersonal skills. Prior experience in sales, finance, or client service is preferred but not required.
Financial Services Professional (Long Island) at WealthBridge Financial Group
Hauppauge, New York, United States - Full Time
Skills Needed
Financial Planning, Investment Strategies, Risk Management, Retirement Planning, Tax Optimization, Financial Analysis, Client Relationship Management, Communication Skills, Interpersonal Skills, Problem Solving, Analytical Skills
Specialization
Requires a bachelor's degree in finance, economics, or a related field. Previous experience in financial consulting and familiarity with financial planning software are preferred.
Experience Required
Minimum 2 year(s)
Financial Services Professional (Long Island) at WealthBridge Financial Group
Hauppauge, New York, United States - Full Time
Skills Needed
Financial Planning, Investment Strategies, Risk Management, Retirement Planning, Tax Optimization, Financial Analysis, Client Relationship Management, Communication Skills, Interpersonal Skills, Problem Solving, Analytical Skills
Specialization
A bachelor's degree in finance, economics, or a related field is required. Previous experience in financial consulting and familiarity with financial planning software are preferred.
Experience Required
Minimum 2 year(s)
Environmental Services - Manager in Training at Healthcare Services Group, Inc.
Redding, California, United States - Full Time
Skills Needed
Staff Supervision, Compliance Management, Staff Training, Scheduling, Record Keeping, Communication Skills, Organizational Skills, Computer Literacy, Web Based Reporting, Hospitality Management, Environmental Services, Facility Management
Specialization
A high school diploma and previous experience in hospitality or food service are preferred. Candidates must possess strong computer skills, be able to lift up to 50 pounds, and comply with COVID-19 vaccination policies.
Financial Services Professional (New Jersey) at WealthBridge Financial Group
Red Bank, New Jersey, United States - Full Time
Skills Needed
Financial Planning, Wealth Management, Client Relationship Management, Investment Strategy, Retirement Planning, Estate Planning, Insurance Planning, Business Development, Networking, Consultative Selling, Financial Analysis, Communication Skills
Specialization
Seeking motivated individuals with an entrepreneurial mindset and strong interpersonal skills. Prior experience in sales, finance, or client service is preferred but not required.
Advisory Services Graduate (Multiple locations) at Aecom USA
Glasgow, Scotland, United Kingdom - Full Time
Skills Needed
Critical Thinking, Information Analysis, Creativity, Initiative, Business Acumen, Communication Skills, Storytelling, Problem Solving, Financial Modelling, Strategic Procurement, Change Management, Operating Model Design, Process Optimisation, Project Finance, Data Analytics, Stakeholder Management
Specialization
Candidates should hold a degree in disciplines such as Economics, Management, or Engineering, though any degree will be considered. Applicants must demonstrate critical thinking, analytical skills, and have the permanent right to work in the UK or Ireland.
Financial Services Professional (Long Island) at WealthBridge Financial Group
Centereach, New York, United States - Full Time
Skills Needed
Financial Planning, Financial Analysis, Investment Strategies, Risk Management, Retirement Planning, Tax Optimization, Client Relationship Management, Problem Solving, Communication, Interpersonal Skills
Specialization
A bachelor's degree in finance, economics, or a related field is required. Previous experience in financial consulting and familiarity with financial planning software are preferred.
Experience Required
Minimum 2 year(s)
Financial Services Professional (Long Island) at WealthBridge Financial Group
Garden City, New York, United States - Full Time
Skills Needed
Financial Planning, Investment Strategies, Risk Management, Retirement Planning, Tax Optimization, Financial Analysis, Client Relationship Management, Communication, Interpersonal Skills, Problem Solving, Analytical Skills
Specialization
Requires a bachelor's degree in finance, economics, or a related field. Previous experience in financial consulting and familiarity with financial planning software are preferred.
Experience Required
Minimum 2 year(s)
Financial Services Professional (Long Island) at WealthBridge Financial Group
Melville, New York, United States - Full Time
Skills Needed
Financial Planning, Investment Strategies, Risk Management, Retirement Planning, Tax Optimization, Financial Analysis, Client Relationship Management, Communication Skills, Interpersonal Skills, Problem Solving
Specialization
Requires a bachelor's degree in finance, economics, or a related field. Previous experience in financial consulting and familiarity with financial planning software are preferred.
Experience Required
Minimum 2 year(s)
Financial Services Professional (Long Island) at WealthBridge Financial Group
Hampton Bays, New York, United States - Full Time
Skills Needed
Financial Planning, Investment Strategies, Risk Management, Retirement Planning, Tax Optimization, Financial Analysis, Client Relationship Management, Communication Skills, Interpersonal Skills, Problem Solving
Specialization
A bachelor's degree in finance, economics, or a related field is required. Previous experience in financial consulting and familiarity with financial planning software are preferred.
Experience Required
Minimum 2 year(s)
Enterprise Account Manager / Concierge Services at Mac Mountain LLC
Woodstock, Vermont, United States - Full Time
Skills Needed
B2b Account Management, Customer Success, Relationship Management, Contract Renewals, Customer Onboarding, Upselling, Cross Functional Collaboration, Administrative Skills, Communication Skills, Crm Management, B/Oss Systems, Enterprise Support
Specialization
Requires experience in B2B account management or customer success with a service-first mentality. Must possess strong organizational skills and the ability to communicate effectively with municipal and enterprise clients.
Experience Required
Minimum 2 year(s)
Managed Services Network Infrastructure Tech at Citynet LLC
Bridgeport, West Virginia, United States - Full Time
Skills Needed
Network Infrastructure, Route/Switch, Firewall/Vpn, Wireless Networking, Wire/Cable Management, Cybersecurity, Cisco, Meraki, Palo Alto, Fortinet, Network Optimization, Infrastructure Installation, Backup Procedures, Network Documentation, Ip Infrastructure, Isp Transport Technologies
Specialization
Requires a minimum of 2 years of experience as an IT/Managed Services technician and prefers an Associate's degree or higher. CCNA and CCNP certifications are highly desirable for this role.
Experience Required
Minimum 2 year(s)
Professional Services Consultant - Saudi Arabia at Fortinet Technologies Canada Inc
Riyadh, Riyadh Region, Saudi Arabia - Full Time
Skills Needed
Network Security, Ngfw, Lan/Wan Consulting, Technical Documentation, Troubleshooting, Project Delivery, Architecture Design, Fortinet Security Solutions, Siem, Sdn, Cloud Security, Client Management
Specialization
Requires over 6 years of experience in LAN/WAN consulting and 3+ years in network security products, specifically NGFW. A bachelor's degree in a technical or management discipline is required along with strong technical documentation and presentation skills.
Experience Required
Minimum 5 year(s)
Medical Front Office Assistant Support Services at Ascension
Waco, Texas, United States - Full Time
Skills Needed
Customer Service, Administrative Support, Clerical Support, Patient Check In, Insurance Verification, Medical Scheduling, Medical Billing, Payment Collection, Medical Record Management, Data Entry
Specialization
Requires a high school diploma equivalency or one year of applicable job-specific experience. Professional licensure or certification may be used in lieu of education or experience.
Project Manager |Business Information Services at Poly-Wood LLC
Syracuse, Indiana, United States - Full Time
Skills Needed
Project Management, Business Analysis, Process Mapping, Requirements Gathering, User Story Development, User Acceptance Testing, Workflow Documentation, Cross Functional Leadership, Stakeholder Management, Qa Testing, Erp Platforms, Supply Chain Management
Specialization
Requires a university degree in a relevant field and 4+ years of experience in project management or business analysis. Preferred qualifications include experience with ERP platforms and manufacturing or supply chain environments, along with PMP, CAPM, or CBAP certifications.
Experience Required
Minimum 2 year(s)
RVP, Professional Services - Emerging Markets at DataRobot UK LTD
Dubai, Dubai, United Arab Emirates - Full Time
Skills Needed
P&L Management, Ai/Ml Deployment, Mlops, Enterprise Architecture, Team Leadership, Commercial Strategy, Cloud Computing, Generative Ai, Resource Utilization, Executive Communication, Solutioning, Capacity Management, Customer Success Engineering, Forward Deployed Engineering, Strategic Planning, Stakeholder Management
Specialization
Requires 10-14 years of experience in software engineering or AI/ML roles, with at least 4 years in senior management. A bachelor's degree in a technical field is required, along with expert-level cloud experience and a proven track record in the MEA region.
Experience Required
Minimum 10 year(s)
Environmental Services - Manager in Training at Healthcare Services Group, Inc.
Franklin, Kentucky, United States - Full Time
Skills Needed
Staff Supervision, Compliance Management, Staff Training, Scheduling, Record Keeping, Communication Skills, Organizational Skills, Computer Literacy, Web Based Reporting, Hospitality Management
Specialization
A high school diploma and previous experience in food service or hospitality are preferred. Candidates must possess strong computer skills and the physical ability to lift up to 50 pounds and perform repetitive tasks.
Senior Mechanical Engineer, Building Services at WSP
Melbourne, Victoria, Australia - Full Time
Skills Needed
Mechanical Design, Hvac Design, Project Management, Building Services, Client Relationship Management, Mentoring, Stakeholder Engagement, Multidisciplinary Coordination
Specialization
Requires a degree in Mechanical Engineering and strong experience within building services consultancy. Must have proven capability in HVAC design and knowledge of relevant Australian standards.
Experience Required
Minimum 5 year(s)
Consultant Rewards F/H – Services Financiers at AON Plc - Canada
Paris, Ile-de-France, France - Full Time
Skills Needed
Compensation Consulting, Client Relationship Management, Business Development, Salary Competitiveness Analysis, Job Architecture, Job Grading, Market Practice Studies, Advanced Excel, English Proficiency, Financial Services Knowledge, Strategic Project Management, Communication Skills, Analytical Thinking, Reporting, Content Creation
Specialization
Requires a Master's degree in Human Resources or from a Business School with at least 5 years of experience in compensation, preferably in consulting. Proficiency in English and advanced Excel skills are essential, with knowledge of the financial services industry being a plus.
Experience Required
Minimum 5 year(s)
Intern Real Estate Services Rotterdam (Agency) at Colliers International EMEA
Rotterdam, South Holland, Netherlands - Full Time
Skills Needed
Crm Management, Commercial Real Estate, Market Analysis, Client Relationship Management, Presentation Preparation, Data Management
Specialization
Candidates must be pursuing a bachelor's or master's degree in Real Estate, Economics, Business Administration, or a related field. Availability for a minimum of 5-6 months starting in August or September is required.
Financial Services Professional (Connecticut) at WealthBridge Financial Group
Southport, Connecticut, United States -
Full Time

Start Date

Immediate

Expiry Date

15 Sep, 26

Salary

0.0

Posted On

17 Jun, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Financial Planning, Wealth Management, Client Relationship Management, Investment Strategy, Estate Planning, Retirement Planning, Insurance Planning, Business Development, Networking, Consultative Selling, Financial Analysis, Communication Skills

Industry

Financial Services

Description
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 combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com Position Overview We 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 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) Who You’ll Work With You’ll serve a diverse client base including: Individuals and families Business owners Institutions and organizations Why Join WealthBridge? 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 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
Responsibilities
Develop personalized financial strategies for individuals and business owners to help them create and protect wealth. Build and grow a personal book of business through networking and collaborative professional partnerships.
Financial Services Professional (Connecticut) at WealthBridge Financial Group
Southport, Connecticut, United States - Full Time
Skills Needed
Financial Planning, Wealth Management, Client Relationship Management, Investment Strategy, Estate Planning, Retirement Planning, Insurance Planning, Business Development, Networking, Consultative Selling, Financial Analysis, Communication Skills
Specialization
Seeking self-motivated individuals with an entrepreneurial mindset and strong interpersonal skills. Prior experience in sales, finance, or client service is preferred but not required.
Financial Services Professional (Long Island) at WealthBridge Financial Group
Hauppauge, New York, United States - Full Time
Skills Needed
Financial Planning, Investment Strategies, Risk Management, Retirement Planning, Tax Optimization, Financial Analysis, Client Relationship Management, Communication Skills, Interpersonal Skills, Problem Solving, Analytical Skills
Specialization
Requires a bachelor's degree in finance, economics, or a related field. Previous experience in financial consulting and familiarity with financial planning software are preferred.
Experience Required
Minimum 2 year(s)
Financial Services Professional (Long Island) at WealthBridge Financial Group
Hauppauge, New York, United States - Full Time
Skills Needed
Financial Planning, Investment Strategies, Risk Management, Retirement Planning, Tax Optimization, Financial Analysis, Client Relationship Management, Communication Skills, Interpersonal Skills, Problem Solving, Analytical Skills
Specialization
A bachelor's degree in finance, economics, or a related field is required. Previous experience in financial consulting and familiarity with financial planning software are preferred.
Experience Required
Minimum 2 year(s)
Environmental Services - Manager in Training at Healthcare Services Group, Inc.
Redding, California, United States - Full Time
Skills Needed
Staff Supervision, Compliance Management, Staff Training, Scheduling, Record Keeping, Communication Skills, Organizational Skills, Computer Literacy, Web Based Reporting, Hospitality Management, Environmental Services, Facility Management
Specialization
A high school diploma and previous experience in hospitality or food service are preferred. Candidates must possess strong computer skills, be able to lift up to 50 pounds, and comply with COVID-19 vaccination policies.
Financial Services Professional (New Jersey) at WealthBridge Financial Group
Red Bank, New Jersey, United States - Full Time
Skills Needed
Financial Planning, Wealth Management, Client Relationship Management, Investment Strategy, Retirement Planning, Estate Planning, Insurance Planning, Business Development, Networking, Consultative Selling, Financial Analysis, Communication Skills
Specialization
Seeking motivated individuals with an entrepreneurial mindset and strong interpersonal skills. Prior experience in sales, finance, or client service is preferred but not required.
Advisory Services Graduate (Multiple locations) at Aecom USA
Glasgow, Scotland, United Kingdom - Full Time
Skills Needed
Critical Thinking, Information Analysis, Creativity, Initiative, Business Acumen, Communication Skills, Storytelling, Problem Solving, Financial Modelling, Strategic Procurement, Change Management, Operating Model Design, Process Optimisation, Project Finance, Data Analytics, Stakeholder Management
Specialization
Candidates should hold a degree in disciplines such as Economics, Management, or Engineering, though any degree will be considered. Applicants must demonstrate critical thinking, analytical skills, and have the permanent right to work in the UK or Ireland.
Financial Services Professional (Long Island) at WealthBridge Financial Group
Centereach, New York, United States - Full Time
Skills Needed
Financial Planning, Financial Analysis, Investment Strategies, Risk Management, Retirement Planning, Tax Optimization, Client Relationship Management, Problem Solving, Communication, Interpersonal Skills
Specialization
A bachelor's degree in finance, economics, or a related field is required. Previous experience in financial consulting and familiarity with financial planning software are preferred.
Experience Required
Minimum 2 year(s)
Financial Services Professional (Long Island) at WealthBridge Financial Group
Garden City, New York, United States - Full Time
Skills Needed
Financial Planning, Investment Strategies, Risk Management, Retirement Planning, Tax Optimization, Financial Analysis, Client Relationship Management, Communication, Interpersonal Skills, Problem Solving, Analytical Skills
Specialization
Requires a bachelor's degree in finance, economics, or a related field. Previous experience in financial consulting and familiarity with financial planning software are preferred.
Experience Required
Minimum 2 year(s)
Financial Services Professional (Long Island) at WealthBridge Financial Group
Melville, New York, United States - Full Time
Skills Needed
Financial Planning, Investment Strategies, Risk Management, Retirement Planning, Tax Optimization, Financial Analysis, Client Relationship Management, Communication Skills, Interpersonal Skills, Problem Solving
Specialization
Requires a bachelor's degree in finance, economics, or a related field. Previous experience in financial consulting and familiarity with financial planning software are preferred.
Experience Required
Minimum 2 year(s)
Financial Services Professional (Long Island) at WealthBridge Financial Group
Hampton Bays, New York, United States - Full Time
Skills Needed
Financial Planning, Investment Strategies, Risk Management, Retirement Planning, Tax Optimization, Financial Analysis, Client Relationship Management, Communication Skills, Interpersonal Skills, Problem Solving
Specialization
A bachelor's degree in finance, economics, or a related field is required. Previous experience in financial consulting and familiarity with financial planning software are preferred.
Experience Required
Minimum 2 year(s)
Enterprise Account Manager / Concierge Services at Mac Mountain LLC
Woodstock, Vermont, United States - Full Time
Skills Needed
B2b Account Management, Customer Success, Relationship Management, Contract Renewals, Customer Onboarding, Upselling, Cross Functional Collaboration, Administrative Skills, Communication Skills, Crm Management, B/Oss Systems, Enterprise Support
Specialization
Requires experience in B2B account management or customer success with a service-first mentality. Must possess strong organizational skills and the ability to communicate effectively with municipal and enterprise clients.
Experience Required
Minimum 2 year(s)
Managed Services Network Infrastructure Tech at Citynet LLC
Bridgeport, West Virginia, United States - Full Time
Skills Needed
Network Infrastructure, Route/Switch, Firewall/Vpn, Wireless Networking, Wire/Cable Management, Cybersecurity, Cisco, Meraki, Palo Alto, Fortinet, Network Optimization, Infrastructure Installation, Backup Procedures, Network Documentation, Ip Infrastructure, Isp Transport Technologies
Specialization
Requires a minimum of 2 years of experience as an IT/Managed Services technician and prefers an Associate's degree or higher. CCNA and CCNP certifications are highly desirable for this role.
Experience Required
Minimum 2 year(s)
Professional Services Consultant - Saudi Arabia at Fortinet Technologies Canada Inc
Riyadh, Riyadh Region, Saudi Arabia - Full Time
Skills Needed
Network Security, Ngfw, Lan/Wan Consulting, Technical Documentation, Troubleshooting, Project Delivery, Architecture Design, Fortinet Security Solutions, Siem, Sdn, Cloud Security, Client Management
Specialization
Requires over 6 years of experience in LAN/WAN consulting and 3+ years in network security products, specifically NGFW. A bachelor's degree in a technical or management discipline is required along with strong technical documentation and presentation skills.
Experience Required
Minimum 5 year(s)
Medical Front Office Assistant Support Services at Ascension
Waco, Texas, United States - Full Time
Skills Needed
Customer Service, Administrative Support, Clerical Support, Patient Check In, Insurance Verification, Medical Scheduling, Medical Billing, Payment Collection, Medical Record Management, Data Entry
Specialization
Requires a high school diploma equivalency or one year of applicable job-specific experience. Professional licensure or certification may be used in lieu of education or experience.
Project Manager |Business Information Services at Poly-Wood LLC
Syracuse, Indiana, United States - Full Time
Skills Needed
Project Management, Business Analysis, Process Mapping, Requirements Gathering, User Story Development, User Acceptance Testing, Workflow Documentation, Cross Functional Leadership, Stakeholder Management, Qa Testing, Erp Platforms, Supply Chain Management
Specialization
Requires a university degree in a relevant field and 4+ years of experience in project management or business analysis. Preferred qualifications include experience with ERP platforms and manufacturing or supply chain environments, along with PMP, CAPM, or CBAP certifications.
Experience Required
Minimum 2 year(s)
RVP, Professional Services - Emerging Markets at DataRobot UK LTD
Dubai, Dubai, United Arab Emirates - Full Time
Skills Needed
P&L Management, Ai/Ml Deployment, Mlops, Enterprise Architecture, Team Leadership, Commercial Strategy, Cloud Computing, Generative Ai, Resource Utilization, Executive Communication, Solutioning, Capacity Management, Customer Success Engineering, Forward Deployed Engineering, Strategic Planning, Stakeholder Management
Specialization
Requires 10-14 years of experience in software engineering or AI/ML roles, with at least 4 years in senior management. A bachelor's degree in a technical field is required, along with expert-level cloud experience and a proven track record in the MEA region.
Experience Required
Minimum 10 year(s)
Environmental Services - Manager in Training at Healthcare Services Group, Inc.
Franklin, Kentucky, United States - Full Time
Skills Needed
Staff Supervision, Compliance Management, Staff Training, Scheduling, Record Keeping, Communication Skills, Organizational Skills, Computer Literacy, Web Based Reporting, Hospitality Management
Specialization
A high school diploma and previous experience in food service or hospitality are preferred. Candidates must possess strong computer skills and the physical ability to lift up to 50 pounds and perform repetitive tasks.
Senior Mechanical Engineer, Building Services at WSP
Melbourne, Victoria, Australia - Full Time
Skills Needed
Mechanical Design, Hvac Design, Project Management, Building Services, Client Relationship Management, Mentoring, Stakeholder Engagement, Multidisciplinary Coordination
Specialization
Requires a degree in Mechanical Engineering and strong experience within building services consultancy. Must have proven capability in HVAC design and knowledge of relevant Australian standards.
Experience Required
Minimum 5 year(s)
Consultant Rewards F/H – Services Financiers at AON Plc - Canada
Paris, Ile-de-France, France - Full Time
Skills Needed
Compensation Consulting, Client Relationship Management, Business Development, Salary Competitiveness Analysis, Job Architecture, Job Grading, Market Practice Studies, Advanced Excel, English Proficiency, Financial Services Knowledge, Strategic Project Management, Communication Skills, Analytical Thinking, Reporting, Content Creation
Specialization
Requires a Master's degree in Human Resources or from a Business School with at least 5 years of experience in compensation, preferably in consulting. Proficiency in English and advanced Excel skills are essential, with knowledge of the financial services industry being a plus.
Experience Required
Minimum 5 year(s)
Intern Real Estate Services Rotterdam (Agency) at Colliers International EMEA
Rotterdam, South Holland, Netherlands - Full Time
Skills Needed
Crm Management, Commercial Real Estate, Market Analysis, Client Relationship Management, Presentation Preparation, Data Management
Specialization
Candidates must be pursuing a bachelor's or master's degree in Real Estate, Economics, Business Administration, or a related field. Availability for a minimum of 5-6 months starting in August or September is required.