Financial Consultant
WealthBridge Financial Group
Job Description
Job Description
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them reach their long-term financial objectives. You will conduct comprehensive financial analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization.
The ideal candidate is someone who possesses a solid understanding of financial products and services and has a passion for helping clients achieve their financial goals. You will have the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group's client base.
At WealthBridge, we pride ourselves on our commitment to integrity, innovation, and excellence in service. Join us and help make a positive impact on the financial well-being of individuals and families.
Requirements
- Bachelor's degree in finance, economics, or a related field.
- Previous experience in financial consulting or a similar role is preferred.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to build and maintain relationships with clients.
- Familiarity with financial planning software and investment products.
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
Vacancy posted 28 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Oak Grove, OR vacancy
- ...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....Suggested
WealthBridge Financial Group
Oak Grove, OR5 days ago - ...Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with...SuggestedWork at office
Fidelity Investments
Portland, OR3 days ago $90k - $110k
...management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique...SuggestedFull timeTemporary workWork at officeFlexible hoursWealth Enhancement Group
Clackamas, OR2 days ago$80k - $130k
...service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity... ...results and provide unparalleled service * A thoughtful consultative approach with an emphasis on client focus Compensation: * $80...SuggestedWork experience placementWork at officeWork from homeFisher Investments Careers
Portland, OR5 days ago- ...OnPoint Community Credit Union is partnered with Raymond James Financial Services, Inc., one of the leading Broker/Dealers in the country. Together we have a commitment to provide an exceptional client experience to support and build a successful investment program by...SuggestedTemporary workLocal area
OnPoint Community CU
Milwaukie, OR2 days ago - ...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....
WealthBridge Financial Group
Portland, OR19 days ago - ...there is not an immediate opening for every location listed***** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$105k - $150k
...Senior Financial Consultant Job Title: Senior Financial Consultant - Native American Consulting Organization: Ulrich Investment Consultants Location: Portland, OR or Albuquerque, NM Compensation: $105,000 - $150,000 (depending on experience and location)...Contract workTemporary workWork at officeValliant Consulting Group
Portland, OR4 days ago- Oregon State Credit Union is hiring a Financial Services Consultant II in Portland, Oregon. This role focuses on assisting members with financial solutions, opening accounts, and consulting on lending needs. A strong emphasis on relationships and member satisfaction is...
$90k - $100k
A leading wealth management firm is seeking a Financial Advisor in Clackamas, Oregon, to manage client relationships and assist in financial planning. This role provides a succession opportunity and requires a college degree and relevant licenses, along with strong analytical...$22 - $24 per hour
...7:00 AM Do you thrive in a dynamic environment where you can make a meaningful impact on people's financial well-being? Join our team as a Financial Services Consultant and be a part of a community‑focused credit union that values integrity, unsurpassed service, and member...Full timeFlexible hours- A leading financial institution in Oregon City seeks a financial advisor to deliver tailored solutions to clients. Responsibilities include managing client relationships, developing financial plans, and ensuring compliance with regulations. Candidates must hold Series 7...
- ...service and building long-term relationships that support their financial well-being. This position requires a strong understanding of... ..., commercial, or community banking. ~ Experience in consultative selling or financial product cross-selling. ~ Working knowledge...Temporary workWork at officeDay shift
Citizens Bank
Oregon City, OR2 days ago $61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Portland, OR5 days ago$45k - $100k
...anticipated to remain open for 30 days, from 22-May-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Portland, OR1 day ago$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Portland, OR8 days ago- ...Meaningful work. Rewarding career. 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 an impact in the lives of the people...Local area
Thrivent Financial
Portland, OR1 day ago - 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 greater Portland area to work plan sponsor relationships, including government...
Voya Financial
Portland, OR4 days ago - ...Financial Professional Opportunity 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 greater Portland area to work plan sponsor...
Voya Financial Advisors Inc
Portland, OR4 days ago - ...prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors... ...The Career COUNTRY Trust Bank® Financial Advisors take a consultative approach to grow business with existing and prospective clients...Contract workFor contractorsWork at office
COUNTRY Financial
Tualatin, OR2 days ago $80k - $105k
...Job Type Full-time Description We are seeking an analytical professional to join our dynamic team as a Financial Planner . This individual will be responsible for analyzing complex financial data, creating financial plans, and presenting those plans to...16 hoursFull timeWork at officeMonday to FridayFlexible hours3 days per weekAldrich
Lake Oswego, OR5 days ago- ...liaison between origination staff, underwriters and customers. Essential Functions ~ Conduct one-on-one consultations with clients to understand their financial goals and assess their eligibility for mortgage loans. ~ Educate clients on various mortgage products,...Minimum wageWork at officeLocal areaMonday to Friday
Guild Mortgage
Clackamas, OR4 days ago $61k - $200k
Join Northwestern Mutual in Portland, OR as a Financial Advisor. You'll help clients achieve their financial goals through personalized planning, while benefiting from award-winning training, entrepreneurial opportunities, and a performance-based compensation structure....Flexible hours- Summary Description The Financial Aid Counselor provides professional and administrative duties in support of day-to-day operations of Financial Aid in compliance with policies related to internal and external financial aid requirements. Essential Functions Exercise discretion...Casual workWork at office
- As an industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America’s Retirement Company™ and its mission to make a secure financial future possible — one person, one family, one institution at a time...Local area
- Overview Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Responsibilities...Work at officeFlexible hours
$125k
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $11.05 billion in assets...- ...prepare for life’s planned and unexpected moments with the right financial services and insurance products. Our financial advisors are... .... The Career COUNTRY Trust Bank® Financial Advisors take a consultative approach to grow business with existing and prospective...Contract workFor contractorsWork at office
$80k - $95k
A leading financial services company in the United States is seeking a Wealth Advisor to partner with clients in achieving their financial goals. The ideal candidate will have strong skills in business development and client relationship management, with 3+ years of required...- A leading financial services firm is seeking Financial Advisors to help clients through personalized financial planning. This role involves building a client base, presenting financial solutions, and taking ownership of your business. Candidates should have a strong sales...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
