Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Consultant

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. 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 #J-18808-Ljbffr WealthBridge Financial Group

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Mount Vernon, WA 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

    Burlington, WA
    20 hours ago
  • $28.85 - $33.65 per hour

     ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do...  ...your success.Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs... 
    Suggested
    Hourly pay
    Full time
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Mount Vernon, WA
    2 days ago
  • $50k

    Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business... 
    Suggested
    Work at office
    Home office
    Flexible hours

    Edward Jones

    Burlington, WA
    1 day ago
  • $20.67 - $31.25 per hour

     ...needs and provide guidance and solutions to assist in client\'s financial wellness both in person and through proactive calling efforts....  ...of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required)... 
    Suggested
    Hourly pay
    Work experience placement
    Day shift

    Key Bank

    Burlington, WA
    19 hours ago
  •  ...is anticipated to remain open for 30 days, from 30-Jul-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... 
    Suggested
    Full time
    Temporary work
    Flexible hours

    Edward Jones

    Mount Vernon, WA
    19 hours ago
  • $28.85 - $33.65 per hour

     ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do...  ...your success.Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs... 
    Hourly pay
    Full time
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Stanwood, Snohomish County, WA
    4 days ago
  •  ...a 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, terms... 
    Minimum wage
    Work at office
    Local area
    Monday to Friday

    Guild Mortgage

    Mount Vernon, WA
    1 day ago
  • $28.85 - $33.65 per hour

     ...Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor Stage I, you will begin your career by acquiring the necessary...  ...your success. Grow your business knowledge through a defined consultative approach with clients. Earn your Securities Industry... 
    Hourly pay
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Stanwood, Snohomish County, WA
    2 days ago
  • $84.2k - $113.9k

     ...Who We Are Looking For Every day, Cambia’s dedicated team of Financial Analysts is living our mission to make health care easier and...  ...care services, etc.). Proven track record in providing solid consultation, education, and influence to the business. Experience with AI... 
    Work at office
    Immediate start
    Work from home
    Flexible hours
    3 days per week

    Cambia Health Solutions

    Burlington, WA
    1 day ago
  • $20.77 per hour

     ...USD $28.82/Hr. Min USD $20.77/Hr. Max USD $28.82/Hr. Job Summary Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support your career in finance? Your search is over... WaFd Bank is hiring... 
    Full time
    Work at office

    WaFd Bank

    La Conner, WA
    4 days ago
  • $21.86 per hour

    ## Financial SpecialistApplylocations: Mt. Vernontime type: Full timeposted on: Posted 30+ Days Agojob requisition id: JR101774Sea Mar Community Health Centers, a Federally Qualified Health Center (FQHC) founded in 1978, is a community-based organization committed to providing... 
    Hourly pay
    Permanent employment
    Full time
    Contract work
    Work experience placement
    Work at office
    Immediate start

    Seamar

    Mount Vernon, WA
    19 hours ago
  • Job Description Job Description Description: Join the top-rated RV dealership in the nation! RV Country has been voted the People’s Choice for Best RV Dealer and certified as an Amazing Workplace. With over 60 years of success and growth and 13 locations across Washington...
    Local area

    RV Country

    Mount Vernon, WA
    1 day ago
  • $90k - $150k

     ...assigned credits for compliance with terms of loan approval. Provides direction to Credit Analysts in the development and analysis of financial background data for new or renewed loans and may perform credit analyst functions on occasion. Provides clients appropriate and... 
    Full time
    Contract work
    Local area
    Monday to Friday
    Flexible hours
    Night shift

    Mountain Pacific Bank

    Burlington, WA
    a month ago
  • $30 - $38.55 per hour

     ...if needed, and may be required to handle loan signing with business loan clients on behalf of the Officer. Scans all necessary financial and loan documents in imaging. Manages and monitors daily/weekly/monthly loan tracking, ticklers, client overdrafts and other... 
    Full time
    Contract work
    Work at office
    Local area
    Immediate start
    Monday to Friday
    Flexible hours
    Night shift

    Mountain Pacific Bank

    Burlington, WA
    6 days ago
  • $22 - $28 per hour

    Job Description Job Description PAPE’ MACHINERY, INC. – AGRICULTURE & TURF DIVISION - MT. VERNON, WA PARTS SALES COUNTERPERSON I: Do you love working in a positive, high-energy environment? Do you enjoy providing a great experience for customers? If you answered...
    Temporary work
    Flexible hours

    Pape Machinery Inc

    Mount Vernon, WA
    12 days ago
  • Job Description Job Description Benefits: ~401(k) matching ~ Bonus based on performance ~ Competitive salary ~ Flexible schedule ~ Health insurance ~ Training & development ~ Tuition assistance ~ Paid time off Licensed Sales Producer – Life, Disability...
    Work at office
    Immediate start
    Flexible hours

    Brad Methner - State Farm Agent

    Mount Vernon, WA
    3 days ago
  • $83k - $95k

    At Janicki Industries, we turn complex ideas into real-world solutions through advanced engineering and manufacturing. Our teams design and build innovative structures, tooling, and systems that support industries including aerospace, space, defense, marine, and architecture...
    Permanent employment
    For contractors
    Flexible hours
    Shift work
    Afternoon shift

    Janicki Industries

    Sedro Woolley, WA
    1 day ago
  • $92.5k - $98.5k

    Job Description Job Description Job Announcement   JOB TITLE:                         Fisheries Scientist DEPARTMENT:                     Upper Skagit Indian Tribe (USIT) – Natural Resources Department IMMEDIATE SUPERVISOR:   Policy:                   ...
    Full time
    Work at office
    Immediate start
    Monday to Friday
    Night shift

    Upper Skagit Indian Tribe

    Sedro Woolley, WA
    22 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!