Financial Consultant , Financial Advisor
WealthBridge Financial Group
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.
- 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.
Vacancy posted 7 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant , Financial Advisor in Eugene, OR vacancy
- ...Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful...SuggestedWork experience placementWork at officeImmediate start
Wells Fargo
Springfield, OR4 days ago $20.67 - $31.25 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and... ...guidance and solutions to assist in client's financial wellness both in person and through proactive... ...techniques with clients, including tele-consulting, outside calling, prospecting, and...SuggestedHourly payWork experience placementFlexible hoursDay shiftKey Bank
Eugene, OR2 days ago- ...transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities Executes the bank's risk...SuggestedShift workWeekend workDay shift
Bank of America
Eugene, OR1 day ago $19 - $23 per hour
...offering appropriate products and services, and responding to inquiries in a timely manner. Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs. Make recommendations and...SuggestedImmediate startColumbia Bank (WA, OR & ID)
Eugene, OR4 days ago$19.23 - $28.37 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and... ...guidance and solutions to assist in client's financial wellness, both in person and through proactive... ...- through techniques such as tele-consulting, outside calling, prospecting and networking...SuggestedHourly payFull timeWork experience placementWork at officeFlexible hoursDay shift$19.1 - $28.64 per hour
...Patient Financial Representative Responsible to: CFO Hours: 40 hours/week, 8 hours/day Schedule: Monday - Friday Pay Range: $ 19.10 - 28.64 Job Summary: Responsible for the daily operations of the fiscal component of the department. Monitors each patient account...Work at officeMonday to FridayFlexible hoursCascade Health Solutions
Eugene, OR4 days ago$19 - $23 per hour
...providing immediate acknowledgement, and responding to inquiries in a timely manner. They engage clients and prospects in client financial reviews and business financial reviews to provide solutions and uncover additional financial needs, make recommendations, and follow...Immediate startColumbia Bank (WA, OR & ID)
Eugene, OR2 days ago- ...branch banking, which includes cash handling, new accounts opening and documentation, relationship management and sales skills, in a financial services industry required. ~ Equivalent combination of education, experience and training may be considered. ~ Demonstrated...Hourly payFull timePart timeFlexible hoursShift work
Heritage Bank
Eugene, OR4 days ago - CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 50...Temporary workWork at officeLocal area
CrossCountry Mortgage
Eugene, OR3 days ago $50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...Hourly payContract workFor contractorsWork experience placementRemote workData Annotation
Springfield, ORmore than 2 months ago- ...LensCrafters - EyeCare Advisor Brand: LensCrafters Location: Eugene, OR, US, 97401 LensCrafters Position: Full-Time Total Rewards... ...and/or patient information carefully; identifies special needs, consulting with Optician, Managing Doctor or Retail Management when...Minimum wageFull timeWork at officeLocal area
EssilorLuxottica SA
Eugene, OR3 days ago - ...the eyewear and eyecare industry. General Function The EyeCare Advisor creates exceptional value in the lives of our customers by delivering... ...or patient information carefully; identifies special needs and consults with the Optician, Managing Doctor or Retail Management when...Minimum wageWork at officeLocal area
LensCrafters
Eugene, OR3 days ago $87.44k - $113.65k
...Eugene's Finance Division is excited to announce an opening for a Financial Analyst ! Join our Budget and Analysis team, where... ...this role, you'll provide essential budget support, financial consulting, and treasury services that help guide organizational decision...Hourly payFull timeTemporary workMonday to FridayFlexible hoursCity of Eugene, OR
Eugene, OR5 days ago- ...Job Description Job Description Wealth Advisor Oregon Pacific Wealth Management (OPWM) A Registered Investment Advisor Who... ...industry expertise, and a passion for helping clients achieve their financial goals. We specialize in holistic financial planning and...Work at office
$16.5 - $17 per hour
TJX Companies At TJX Companies, every day brings new opportunities for growth, exploration, and achievement. You'll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development. Whether you're working in our four global...Hourly payTemporary workPart timeLocal areaHome officeFlexible hoursNight shiftTJX
Eugene, OR1 day ago$18.5 per hour
...Legal Plan Insurance, Pet Insurance. Employee Support: Employee Assistance Program (EAP), Paid Holidays, Sick Leave, and Vacation. Financial Security: Profit Sharing/401(k) Plan. Discounts: Employee Discounts on Merchandise. Equal Opportunity Employer We consider...Temporary workLocal areaFlexible hoursThe Parts Authority
Eugene, OR1 day ago$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...Hourly payContract workFor contractorsWork experience placementRemote workData Annotation
Eugene, OR3 days ago- ...Job Description Job Description 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 successfully built a personal practice...Visa sponsorship
$115k - $145k
...but typically include an academic or industry expert, senior consultants, and Analysts. Within a case team, you will make important contributions... ..., involving key responsibilities such as: Developing financial and economic models; Analyzing large datasets; Examining...Full timeWork experience placementLocal areaCornerstone Research
Eugene, OR4 days ago$20 - $27.18 per hour
US Oncology Inc. is seeking a temporary Telephone Operator for their Central Business Office in Eugene, OR. This position involves answering and directing incoming calls, requiring strong communication skills and experience with complex phone systems. The ideal candidate...Full timeTemporary workWork at officeUS Oncology
Eugene, OR1 day ago- ...Description Job Description TITLE : Associate Business Client Advisor (Credit Analyst) REPORTS TO : Troy Reichenberger,... ...analysis of credit reports, business and personal tax returns, financial statements, cash flows, and pricing analysis. Independently researches...Full timeWork at officeImmediate startMonday to FridayShift work
- Job Title : Marketing & Communications Specialist Department : Marketing & Communications Classification : Full Time, Exempt Reports to : Strategic Communications Director Our Culture Our mission and core values are brought to life by our culture. In the Y, we strive to...Full time
YMCA
Eugene, OR5 days ago $56.78k - $96.53k
## Marketing and Communications SpecialistApplylocations: Springfield, ORtime type: Full timeposted on: Posted Yesterdayjob requisition id: 2026-617# **Looking for a way to make an impact and help people?***Join PacificSource and help our members access quality, affordable...Work experience placementWork at officePacificSource
Springfield, OR4 days ago$77.2k - $96.5k
...in business, Accounting, MIS, Finance, or related field ~3+ years supporting or implementing Oracle EBS R12 and/or Oracle Cloud Financials ~ Hands-on experience with Order-to-Cash (O2C) and/or Procure-to-Pay (P2P) processes ~ Proficiency with Oracle Cloud...Full timeShift workWorld Wide Technology
Eugene, OR2 days ago$23 - $27 per hour
...experience. ~Strong knowledge of mortgage documentation, underwriting requirements, and loan file workflows. ~Ability to analyze financial documents and perform income calculations. ~Excellent organizational skills with the ability to manage multiple files and...Hourly payFull timeRemote work- About Public Affairs Officers (PAOs) are masters of communication, defending our fleet from misinformation and negative publicity. Working with Mass Communication Specialists, it is the job of PAOs to help America’s Navy shine in our nation’s spotlight, ensuring we always...Full timePart time
U.S. Navy
Eugene, OR14 hours ago - ABOUT As a Mass Communication Specialist, it’s your job to tell our story. Use your creativity to educate and inform the public about the achievements of Sailors in America’s Navy. Travel the world, document military operations and develop high-profile media campaigns...Full timeLocal areaOverseas
U.S. Navy
Eugene, OR2 days ago - ...Office Job Description Position Summary: This dynamic Senior Finance Analyst, Biosciences Operations will lead key financial planning and analysis activities for the Biosciences division. This is a high visibility role within the business, providing a tremendous...Remote jobFull timeWork at officeRelocation package
- ...high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your... ...requirements while marketing and promoting the financial products offered by Chase. You will... ...with customers. Exhibits consultative skills to provide recommendations based...Work experience placementLocal areaImmediate startRelocation
$3,500 - $5,000 per month
...family owned and operated dealers in the Pacific Northwest and premier employer in Eugene. We are looking for an Express Lube Service Advisor to join our Honda Service team. At Kendall Honda of Eugene, our Service Department is a fast-paced environment serving clients...Base plus commissionImmediate startShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant , Financial Advisor. Be the first to apply!
