Financial Advisor - Washington (Career Changer / New to Industry)

WealthBridge Financial Group

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

Apply

Vacancy posted 22 days ago

Similar jobs that could be interesting for youBased on the Financial Advisor - Washington (Career Changer / New to Industry) in Tacoma, WA vacancy

Financial Solutions Advisor I: Launch Your Advisory Career
$28.85 - $33.65 per hour
Bank of America in Tacoma, Washington is seeking a Financial Solutions Advisor Stage I. This role involves obtaining Securities Industry licenses and learning to manage client relationships... .... The position offers a clear career path with potential growth within the...
Suggested
Hourly pay
Bank of America
Tacoma, WA
3 days ago
Merrill Advisor Development Program - Financial Advisor: Greater Seattle Market
...Merrill Advisor Development Program - Financial Advisor: Greater Seattle Market Bellevue, Washington;Seattle, Washington; Tacoma,... ...to applying for any new position. Acknowledge... ...excited to make a career transition and... ...financial service industry and/or a sales environment...
Suggested
Interim role
Work at office
Local area
Immediate start
Shift work
Day shift
Bank of America
Tacoma, WA
4 days ago
Assignment Ready Counselor (ARC) Personal Financial Counselor, - Washington
$53.13k
Assignment Ready Counselor (ARC) Personal Financial Counselor, - Washington page is loaded Assignment Ready... ...post-deployment, and personal and career events outlined in DoDI 1322.34. Responds... ...a difference in the health care industry and in the communities where we work...
Suggested
Contract work
Temporary work
Part time
Work experience placement
Work at office
Remote work
Work from home
Home office
Magellan Health
Tacoma, WA
2 days ago
Financial Advisor
$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern... ...your client base by making new connections, maintaining a strong... ...development throughout your career. That starts with our award-... ...program, you'll hear from industry experts, learn the art of client...
Suggested
For contractors
Work at office
Northwestern Mutual
Tacoma, WA
3 days ago
Financial Advisor
$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern... ...your client base by making new connections, maintaining a strong... ...development throughout your career. That starts with our award-... ...program, you'll hear from industry experts, learn the art of client...
Suggested
Full time
Contract work
For contractors
Work at office
Northwestern Mutual
Tacoma, WA
4 days ago
Financial Solutions Advisor- South Puget Sound Area
$70k - $80k
...clients to help them achieve their financial goals. The role includes... ...and engages potential new clients through referrals or... ...experience in the investments industry, including investment training... ...at multiple locations across Washington state. Legal and Regulatory Considerations...
Temporary work
Shift work
Day shift
Bank of America
Tacoma, WA
2 days ago
Financial Solutions Advisor I: Launch Your Advisory Career
Bank of America is looking for a Financial Solutions Advisor Stage I in Federal Way, WA. This role involves obtaining your Securities Industry licenses and providing personalized financial... ...offers a supportive environment for career growth, a base salary structure, and opportunities...
Bank of America
Federal Way, WA
3 days ago
Financial Solutions Advisor Registration Candidate- South Puget Sound/Seattle Market
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through... ...a Financial Solutions Advisor Stage I (FSA I) , you... ...by obtaining Securities Industry licenses (Securities Industry... ...throughout your career journey. This position... ...Learns and adapts to new technology or applications...
Hourly pay
Work at office
Immediate start
Monday to Friday
Shift work
Day shift
Bank of America
Tacoma, WA
3 days ago
US Experienced Financial Advisor
$50k
...Join a financial services firm where your contributions are valued. Edward... ...clients and 20,000 financial advisors across the U.S. and Canada, we... ...place to start or build your career. View our Purpose,... ...Build relationships to create new clients via face-to-face and virtual...
Work at office
Work from home
Home office
Flexible hours
Edward Jones
Tacoma, WA
3 days ago
Merrill Advisor Development Program - Financial Advisor: Greater Seattle Market
$80k - $90k
...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...excited to make a career transition and follow their... ...working in the financial service industry and/or a sales environment where... ...Learns and adapts to new technology or applications Executes...
Full time
Interim role
Work at office
Local area
Immediate start
Shift work
Day shift
Bank of America
Tacoma, WA
8 hours ago
Financial Solutions Advisor I: Launch Your Advisory Career
$28.85 - $33.65 per hour
Bank of America is hiring a Financial Solutions Advisor Stage I in Puyallup, WA. This role allows you to develop essential skills in financial advising... ..., based on experience. Join Bank of America, where your career can thrive while making a meaningful impact in the...
Hourly pay
Full time
Monday to Friday
Bank of America
Puyallup, WA
3 days ago
Financial Solutions Advisor- South Puget Sound Area
$70k - $80k
...solutions to clients to help them achieve their financial goals. Key responsibilities include... ...Identifies and engages potential new clients through referrals or financial center... ...least one year experience in the investments industry, including investment training and in-...
Temporary work
Monday to Friday
Role, Inc.
Tacoma, WA
3 days ago
Financial Solutions Advisor- South Puget Sound Area
$70k - $80k
...a common purpose to help make financial lives better through the power... ...America, you can build a successful career with opportunities to learn,... ...and engages potential new clients through referrals or financial... ...experience in the investments industry, including investment training...
Temporary work
Work at office
Immediate start
Monday to Friday
Shift work
Day shift
Bank of America
Federal Way, WA
1 day ago
Financial Solutions Advisor- South Puget Sound Area
...a common purpose to help make financial lives better through the power... ...America, you can build a successful career with opportunities to learn,... ...and engages potential new clients through referrals or financial... ...in the investments industry, including investment training...
Temporary work
Work at office
Immediate start
Monday to Friday
Shift work
Day shift
Bank of America Corporation
Tacoma, WA
a month ago
Remote Financial Advisor (CFA or CFP)
$71k - $96k
...additional locations) Associate Owners Advisor role will support Senior Owner's Advisors... ...methods, plan and support market sounding and industry outreach, develop Requests for... ...Support strategic implementation plans for new projects and programs. Contribute to risk...
Full time
Contract work
For contractors
Remote work
Micro1
Tacoma, WA
2 hours ago
Senior Financial Solutions Advisor -Northwest Region
$15 per hour
...Financial Solutions Advisor At Bank of America, we are guided by a common purpose... ...will give you a great career with opportunities to learn... ...optimize your practice as the industry evolves and changes. Leadership... ...Likes to learn, adapts to new information and seeks the...
Work at office
Immediate start
Shift work
Day shift
Bank of America
Gig Harbor, WA
1 day ago
Relationship Banker
...Banker University Place, Washington;Tacoma, Washington;... ...prior to applying for any new position.**... ...purpose to help make financial lives better through the... ...can build a successful career with opportunities to... ...of financial services industry, products and solutions...
Work at office
Shift work
Weekend work
Day shift
Bank of America
Gig Harbor, WA
2 days ago
Financial Consultant (Remote)
About the job Financial Consultant (Remote) Serve with Purpose in a Flexible... ...Stay Compliant: Keep up with industry regulations and best practices... ...you're on base, moving to a new location, or stationed abroad,... ...toward a fulfilling, flexible career in financial consulting. #J-1...
Remote job
Flexible hours
Melius Consulting
Tacoma, WA
2 days ago
Strategic Financial Consultant for Wealth & Retirement
WealthBridge Financial Group is looking for a results-oriented Financial... ...to join its team in Tacoma, Washington. In this role, you will... ...analytical tools and collaborate with industry experts to deliver... ...ongoing training support for career growth. #J-18808-Ljbffr WealthBridge...
WealthBridge Financial Group
Tacoma, WA
2 days ago
College Financial Representative, Internship Program
$1,000 per month
...Northwestern Mutual College Financial Representative... ...Financial Representative career, allowing you to: Learn... ...Representative or Advisor role upon graduation.... ...digital experience and industry-leading products to give... ...unique viewpoints bring new successes. We strive to...
Full time
Contract work
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual Life Insurance Company
Tacoma, WA
5 days ago
Licensed Private Client Banker
$24.52 - $37.5 per hour
...Boulevard - Gig Harbor, Washington 98332 Job... ...problem solver, trusted advisor, and partner to... ...based approach to financial advice. As a PCB,... .... The PCB helps new and existing clients... ...FINRA Security Industry Essentials (SIE) Upon... ...position and your career. For 200 years,...
Hourly pay
Work experience placement
Immediate start
Flexible hours
Day shift
Key Bank
Gig Harbor, WA
1 day ago
Advisor Development Program - Financial Solutions Advisor Trainee- University Place Financial Center
...and guidance. Merrill’s Financial Advisors and Wealth Management Client... ..., engagement, and career development. Our approach includes... ...begins obtaining your Securities Industry licenses, where you receive... ...ADP by beginning to build a new portfolio of affluent and...
Traineeship
Work at office
Local area
Immediate start
Shift work
Day shift
Bank of America Corporation
University Place, WA
more than 2 months ago
Remote Financial Wellness Advisor Flexible Growth
...for a role focused on securing families’ financial well-being. This position offers the... ...professional life while advancing your career. Typical tasks include conducting virtual... ...strong incentives like mentorship, training, and industry-leading tools. #J-18808-Ljbffr
Remote work
Work from home
Flexible hours
Aogarciaagency
Tacoma, WA
2 days ago
Financial Advisor
...’s military families, you will focus on financial plans that are constantly evolving to pursue... ...will engage with the community to bring new clients to First Command, with the... ...to start and grow a successful Financial Advisor career. Sponsorship: First Command sponsors your...
Hourly pay
Temporary work
For contractors
Traineeship
Work at office
Local area
Home office
First Command
Lakewood, WA
4 days ago
Entegral Financial Analyst
$75.2k - $90.5k
...motivated, adaptable, career-minded teammate who would... ...ABOUT THE ROLE The Financial Analyst for Entegral... ...potential by creating new opportunities to grow.... ...providers and other industry professionals around the... ...Jersey, New York, and Washington. Pay Range: [$75,20...
Full time
Work experience placement
Remote work
Work from home
Flexible hours
Enterprise
Tacoma, WA
9 hours ago
Licensed Financial Solutions Advisor - Start Your Advisory Career
Bank of America is seeking a Financial Solutions Advisor Stage I to start by obtaining necessary securities licenses and then build foundational advisory skills for client relationships. The role progresses to a financial center with opportunities across Bank of America...
Work at office
Flexible hours
Bank of America
Tacoma, WA
3 days ago
Bank Teller
$20 - $22.88 per hour
...committed to delivering exceptional financial services to our customers.... ...is fully onsite in Puyallup, Washington. The Canyon Rd Branch is a... ...in a financial services industry - required. High school diploma... ...to adapt to and learn new technologies quickly. Computer...
Hourly pay
Full time
Work at office
Flexible hours
Shift work
Heritage Bank
Tacoma, WA
8 hours ago
Growth-Focused Financial Consultant - Build Client Wealth
WealthBridge Financial Group is seeking a results-oriented Financial... ...join our team in Federal Way, Washington. In this role, you will... ...financial tools and collaborate with industry experts to empower clients in... ...coverage, a 401(k) plan, and career growth opportunities. #J-188...
WealthBridge Financial Group
Federal Way, WA
4 days ago
Financial Solutions Advisor: Client-Focused Investing
$70k - $80k
Bank of America is hiring for a financial advisor in Tacoma, WA. This role focuses on providing tailored financial advice to clients and requires... ...& 66. Candidates should have experience in the investments industry and proficiency in client communication. The position offers...
Bank of America
Tacoma, WA
2 days ago
Financial Consultant: Wealth Advisor with 401(k) & Growth
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in Tacoma, Washington. In this role, you will engage with clients to understand their financial objectives and provide tailored advice that aligns with their goals. You will...
Wealthbridge-Financial-Group
Tacoma, WA
4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor - Washington (Career Changer / New to Industry). Be the first to apply!