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 Auburn, WA vacancy

Financial Advisor - Washington (Career Changer)
$10k - $49.99k
Alternate titles: Financial Advisor Trainee Seattle Insurance Agent Career Washington Wealth Management Career... ...driven Washington career changers into financial... ...framework: WealthBridge’s New Associate Program follows... ...work‑life balance. Industry‑leading, production‑tiered...
Suggested
Contract work
For contractors
Traineeship
Self employment
Work at office
Local area
Flexible hours
WealthBridge Financial Group
Tacoma, WA
1 day ago
Financial Advisor Career Changer Opportunity
...developing the next generation of financial representatives, ranked the... ...office in the country for new advisor success (revenue) twice in... ...and professionally. Why Career Changers Could Thrive Here: You... ...Mariners, Tottenham Hotspur, and Washington State athletics. He also...
Suggested
Full time
Internship
Seasonal work
Work at office
Work from home
Visa sponsorship
Flexible hours
Northwestern Mutua
Tacoma, WA
2 days ago
Financial Solutions Advisor Registration Candidate- Columbia South Basin
...Financial Solutions Advisor Registration Candidate- Columbia South Basin Seattle, Washington;Spokane, Washington; Spokane, Washington... ...applying for any new position. Acknowledge... ...build a successful career with opportunities... ...your Securities Industry licenses, where you...
Suggested
Work at office
Immediate start
Monday to Friday
Shift work
Day shift
Bank of America
Renton, WA
2 days ago
Licensed Private Client Banker
$25 - $38.46 per hour
...Street - Auburn, Washington 98002-5405 Job Summary... ...solver, trusted advisor, and partner to... ...based approach to financial advice. As a PCB,... ...assets. The PCB helps new and existing... ...FINRA Security Industry Essentials (SIE) (... ...position and your career. For 200 years, Key...
Suggested
Hourly pay
Work experience placement
Flexible hours
Day shift
Key Bank
Auburn, WA
2 days ago
Relationship Banker
...Relationship Banker Kent, Washington;Kent, Washington; Kent... ...to applying for any new position.**... ...purpose to help make financial lives better through the... ...opportunity to succeed, build a career and contribute to our... ...of financial services industry, products and...
Suggested
Work at office
Flexible hours
Shift work
Weekend work
Day shift
Bank of America
Kent, WA
2 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...
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
Member Relationship Banker: New Accounts & Loans
...Member Relationship Representative to join our branch team in Washington. This dual-role position splits time between building financial relationships and supporting daily teller operations, including opening new accounts and processing loans. As an MRR, you will educate...
Qualstar Credit Union
Federal Way, WA
4 days ago
Financial Advisor
$61k - $119k
...Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...your client base by making new connections, maintaining a... ...development throughout your career. That starts with our award-... ...program, you’ll hear from industry experts, learn the art of client...
Full time
Contract work
For contractors
Northwestern Mutual
Tacoma, WA
17 hours 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... ...can build a successful career with opportunities to... ...a Financial Solutions Advisor Stage I (FSA I), your journey... ...your Securities Industry licenses, where you receive... ....Learns and adapts to new technology or...
Hourly pay
Full time
Work at office
Immediate start
Shift work
Day shift
Bank of America
Bonney Lake, WA
23 hours ago
Licensed Financial Solutions Advisor - Start Your Career
Bank of America is seeking a Financial Solutions Advisor Stage I in Renton, WA to begin your journey in the financial industry. You will work towards obtaining necessary securities... ...ideal for those eager to build a successful career in the financial services landscape....
Bank of America
Renton, WA
3 days ago
Financial Advisor - Seattle
...Financial Advisor At Corebridge Financial, we believe action is everything... ...half a century. We are an industry-leading provider of financial... ...own schedule and build your career on your terms, join our team.... ...expand your business and reach new customers. Collaborate with...
Local area
Immediate start
Remote work
Corebridge Financial
Renton, WA
2 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 — Grow Your Financial Career
Bank of America is seeking a Financial Solutions Advisor Stage I to start by obtaining securities licenses and to develop foundational advisory skills. The role progresses from building client relationships to delivering comprehensive financial solutions within an office...
Work at office
Bank of America
Federal Way, WA
3 days ago
Financial Solutions Advisor Registration Candidate- Columbia South Basin
$28.85 - $33.65 per hour
...Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor Stage... ...obtaining your Securities Industry licenses. You will receive... ...resources throughout your career journey. This position is subject... .... 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
Renton, WA
4 days ago
Associate Advisor Consultant, Washington State/Oregon
$70k
...Washington State In-Market Internal Wholesaler New York Life Investments is offering a distinctive... ...-person meetings with financial advisors and traditional... ...market experience, and career advancement. As a Washington... ...innovations, and industry shifts to provide...
Work at office
Work from home
Home office
Shift work
New York Life
Tacoma, WA
2 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...
Interim role
Work at office
Local area
Immediate start
Shift work
Day shift
Bank of America
Tacoma, WA
17 hours ago
Remote Financial Advisor: Protect Families & Grow Career
Aogarciaagency is seeking dedicated individuals for a remote financial services role focused on protecting families. Join a team that values integrity and meaningful impact, and participate in a work-from-home environment designed for growth and flexibility. Interviews...
Remote job
Work from home
Aogarciaagency
Kent, WA
3 days ago
Advisor Development Program - Financial Solutions Advisor Trainee- Renton Hills
$28.85 - $33.65 per hour
...advice 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...
Hourly pay
Traineeship
Work at office
Local area
Immediate start
Shift work
Day shift
Bank of America
Renton, WA
4 days ago
Personnel Security Analyst - Auburn, WA
...General Services Administration in Auburn, Washington. This will be an on-site position, so the... ...at the most competitive pricing in our industry. What You'll Do? Processing Electronic... ...; initiates the collection of new fingerprint charts, etc.) Intake e-QIP...
Full time
Shift work
One Federal Solution
Auburn, WA
3 days ago
Part-Time and Full-Time Bank Teller
$20 - $22.88 per hour
...committed to delivering exceptional financial services to our customers.... ...fully onsite in Federal Way, Washington. Typical schedule is Monday -... ...in a financial services industry - required. High school diploma... ...to adapt to and learn new technologies quickly. Computer...
Hourly pay
Full time
Part time
Work at office
Flexible hours
Shift work
Heritage Bank
Federal Way, 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
Immediate start
Shift work
Day shift
Bank of America
Tacoma, WA
1 day ago
Trust Portfolio Manager
$102.36k - $190k
...Identify and cultivate new trust business... ....Ability to interpret financial statements and market... ...preferred.5 years of industry work experience, required... ...let us know by email: careers@columbiabank.com.To Staffing... ...Jordan, Utah; Tacoma, Washington; San Diego, California...
Full time
Work experience placement
Work at office
Immediate start
Columbia Bank
Tacoma, WA
23 hours 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, Inclusion... ...Build relationships to create new clients via face-to-face and...
Work at office
Work from home
Home office
Flexible hours
Edward Jones
Tacoma, WA
23 hours 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
more than 2 months ago
Associate Financial Representative
...Recruiter at Modern Woodmen of America Launch your financial services career with an organization that positively impacts... ...professionals, and access to the latest industry resources, you’ll be well‑equipped to succeed in your new role. Our goal is to see you succeed as a...
Full time
Local area
Modern Woodmen
Maple Valley, WA
2 days ago
Sr. Strategic Finance Analyst
$84.2k - $113.9k
...location. Build a career with purpose. Join our... ...Cambia's dedicated team of Financial Analysts is living our... ...resource analysis for new business opportunities... ...: Oregon, Washington, Utah, and Idaho: The... ...and brightest in the industry, innovating together toward...
Work at office
Immediate start
3 days per week
Cambia Health Solutions
Renton, WA
4 days ago
Senior Strategic Finance Analyst
$101.2k - $136.9k
Senior Strategic Financial Analyst Hybrid role (3 days... ...that location. Build a career with purpose. Join our... ...resource analysis for new business opportunities... ...environment. Oregon, Washington, Utah, and Idaho: The... ...and brightest in the industry, innovating together toward...
Work at office
Immediate start
Work from home
Flexible hours
3 days per week
Cambia Health Solutions
Renton, WA
23 hours 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
4 days ago
Remote Financial Advisor - Retirement Planning
Corebridge Financial, Inc. is looking for a Financial Advisor to join our team in Renton, Washington. This role involves providing personalized retirement and financial planning... ..., allowing for a flexible schedule and career growth on your terms. As a Financial Advisor...
Remote job
Flexible hours
Corebridge Financial, Inc.
Renton, WA
23 hours ago
Strategic Financial Consultant for Wealth & Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in Kent, Washington. In this position, you will engage with clients to understand their... ..., a 401(k) retirement plan, and career growth opportunities. #J-18808-Ljbffr...
WealthBridge Financial Group
Kent, WA
2 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!