Career-Transition Partnership - For Financial Advisors Approaching Retirement

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 23 days ago

Similar jobs that could be interesting for youBased on the Career-Transition Partnership - For Financial Advisors Approaching Retirement in Chehalis, WA vacancy

Bakery Clerk
...baking. A team-oriented approach and the ability to... ...wages before payday, via our partnership with Stream Flexible work... ...invested in your training, career growth & development Health... ...annually), bereavement pay, and retirement benefits (pension and/or 401...
Partnership
Retirement
Minimum wage
Local area
Flexible hours
Albertsons
Centralia, WA
2 days ago
Licensed Private Client Banker
$24.52 - $37.5 per hour
...a problem solver, trusted advisor, and partner to the people... ...relationship with a plan-based approach to financial advice. As a PCB, you will... ....). Developing strong partnerships with branch teammates and line... ...in your position and your career. For 200 years, Key has...
Partnership
Hourly pay
Full time
Immediate start
Flexible hours
Day shift
Key Bank
Centralia, WA
2 days ago
Fresh Cut Produce Clerk
$36.15k - $54.39k
...your earned wages before payday, via our partnership with Stream * Flexible work schedules... ...discounts * Leaders invested in your training, career growth & development * Health and... ...-9 days annually), bereavement pay, and retirement benefits (pension and/or 401(k)...
Partnership
Retirement
Weekly pay
Minimum wage
Part time
Local area
Flexible hours
Albertsons Companies
Centralia, WA
1 day ago
Starbucks Barista
$36.15k - $54.39k
...your earned wages before payday, via our partnership with Stream * Flexible work schedules... ...discounts * Leaders invested in your training, career growth & development * Health and... ...-9 days annually), bereavement pay, and retirement benefits (pension and/or 401(k)...
Partnership
Retirement
Minimum wage
Part time
Local area
Flexible hours
Albertsons Companies
Centralia, WA
2 days ago
Assistant Store Manager - Famous Footwear
$7.5k
...for that next step in your career, make it famous! To us, famous... ...to achieve goals and, in partnership with the Store Manager, apply... ...solutions, legal guidance, financial resources and more, via online... ...Offerings: PTO, Health, and Retirement for eligible full-time...
Partnership
Retirement
Daily paid
Minimum wage
Full time
Casual work
Seasonal work
Flexible hours
Night shift
Caleres
Centralia, WA
4 days ago
Associate Financial Representative
...Field Recruiter at Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands of... ...Benefits and perks Paid medical and dental insurance. 401(k) retirement plan with company match. Noncontributory pension plan....
Retirement
Full time
Local area
Modern Woodmen of America
Centralia, WA
1 day ago
TSA Administrative and Law Enforcement Careers - No Experience Required
$20 - $45 per hour
...$42,000 - $75,000+ Schedule : Standard business hours Perks and Benefits Paid time off Health insurance Retirement savings Career advancement Key Responsibilities Administrative support Policy development Compliance monitoring Support...
Retirement
Airport Security Careers
Centralia, WA
more than 2 months ago
Federal Air Marshal - TSA Law Enforcement Career
$30 - $60 per hour
...enforcement benefits Health, dental, and vision insurance Retirement plan with TSP Travel opportunities Key Responsibilities... ...guidance Support services Apply for Federal Air Marshal Careers in Centralia Start your journey in federal aviation security...
Retirement
Airport Security Careers
Centralia, WA
more than 2 months ago
Lead / Supervisory Transportation Security Officer - No Experience Required for Entry-Level TSA Careers
$25 - $50 per hour
...Benefits Paid time off and federal holidays Health, dental, vision, and life insurance Federal retirement plan + TSP Overtime and premium pay Career growth opportunities Key Responsibilities Supervise screening teams Ensure TSA compliance Train...
Retirement
Shift work
Night shift
Weekend work
Airport Security Careers
Centralia, WA
more than 2 months ago
Territory Manager
$80k - $87k
...Life Insurance and Short & Long-Term Disability Robust retirement offerings including: A fully vested Pension Plan after 5... ...exceptional customer service. Skilled at building long-term partnerships, identifying new opportunities, and achieving business objectives...
Partnership
Retirement
Temporary work
Work experience placement
Live in
Remote work
Relocation
Night shift
STIHL
Centralia, WA
4 days ago
Combat Engineer - Find Your Full Time or Part Time Army Career (98532)
...~ Tuition assistance. ~ Student loan repayment. ~ Flexible retirement and pension plans. Pay and Promotion: Entry pay and... .... Guaranteed promotion opportunities. Additional Career Opportunities: Upon successful completion of first term contract...
Retirement
Full time
Contract work
Part time
Immediate start
Relocation package
Flexible hours
U.S. Army
Chehalis, WA
4 days ago
Unit Supply Specialists - Find Your Full Time or Part Time Army Career (98531)
...and supply chain operations that translate directly to civilian careers, while ensuring resources are available when needed and issues... ...Tuition assistance. ~ Student loan repayment. ~ Flexible retirement and pension plans. Pay and Promotion: Entry pay...
Retirement
Full time
Contract work
Part time
Immediate start
Relocation package
Flexible hours
U.S Army Reserve
Centralia, WA
4 days ago
Serve Your Community! Part Time Positions! - Find Your Full Time or Part Time Army Career (98532)
...you! Requirements: Attend a paid training program for 200 careers of your choice. Advanced certifications available with... ...Tuition assistance. ~ Student loan repayment. ~ Flexible retirement and pension plans. Pay and Promotion: Entry pay and...
Retirement
Full time
Contract work
Part time
Local area
Immediate start
Relocation package
Flexible hours
U.S Army Reserve
Chehalis, WA
4 days ago
M1 Armor Crewman - Start Your Career with the US Army (98531)
...~ Tuition assistance. ~ Student loan repayment. ~ Flexible retirement and pension plans Pay and Promotion: Entry pay and... ...position. Guaranteed promotion opportunities. Additional Career Opportunities: Upon successful completion of first term...
Retirement
Full time
Contract work
Part time
Immediate start
Relocation package
Flexible hours
U.S. Army
Centralia, WA
4 days ago
Combat Medic Specialist - Find Your Full Time or Part Time Army Career (98531)
...Job Overview: Jumpstart your medical career through part-time federal service as a Combat Medic Specialist in the U.S. Army Reserve... ...~ Tuition assistance. ~ Student loan repayment. ~ Flexible retirement and pension plans Pay and Promotion: Entry pay and...
Retirement
Full time
Contract work
Part time
Immediate start
Relocation package
Flexible hours
U.S Army Reserve
Centralia, WA
3 hours ago
Cargo Specialist, 88H - Find Your Full Time or Part Time Army Career (98531)
...~ Tuition assistance. ~ Student loan repayment. ~ Flexible retirement and pension plans. Pay and Promotion: Entry pay and... ...position. Guaranteed promotion opportunities. Similar Career Fields Include: Warehouse Operations, Logistics Coordination, Supply...
Retirement
Full time
Part time
Immediate start
Relocation package
Flexible hours
U.S Army Reserve
Centralia, WA
4 days ago
Culinary Specialist - Find Your Full Time or Part Time Army Career (98531)
...that translate directly to civilian food service and hospitality careers. You will develop practical skills in diverse cooking... ...Tuition assistance. ~ Student loan repayment. ~ Flexible retirement and pension plans. Pay and Promotion: Entry pay and...
Retirement
Full time
Contract work
Part time
Immediate start
Relocation package
Flexible hours
U.S Army Reserve
Centralia, WA
4 days ago
Construction Engineer - Find Your Full Time or Part Time Army Career (98532)
...Overview: Jumpstart or advance your construction and engineering career through part-time federal service as a Horizontal Construction... ...~ Tuition assistance. ~ Student loan repayment. ~ Flexible retirement and pension plans. Pay and Promotion: Entry pay...
Retirement
Full time
Contract work
Part time
Immediate start
Relocation package
Flexible hours
U.S Army Reserve
Chehalis, WA
4 days ago
Motor Transport Operator - Find Your Full Time or Part Time Army Career (98522)
...that translate directly to civilian transportation and logistics careers. Requirements: Attend a 17-week paid training program to... ...Tuition assistance. ~ Student loan repayment. ~ Flexible retirement and pension plans Pay and Promotion: Entry pay...
Retirement
Full time
Contract work
Part time
Immediate start
Relocation package
Flexible hours
U.S Army Reserve
Adna, WA
4 days ago
Wheeled Vehicle Mechanic - Find Your Full Time or Part Time Army Career (98532)
...This role presents endless possibilities for progressing in your career, with the potential to attain 124 technical certifications.... ...~ Tuition assistance. ~ Student loan repayment. ~ Flexible retirement and pension plans. Pay and Promotion: Entry pay and...
Retirement
Full time
Contract work
Part time
Immediate start
Relocation package
Flexible hours
U.S. Army
Chehalis, WA
4 days ago
New Business Development Manager
...Development Manager and take your career to the next level. This... ...’s market position, achieve financial growth, and maintain an... ...business through a technical sales approach. Responsible to consistently... ...Mission: To create lasting partnerships with our customers, our...
Partnership
Temporary work
Work at office
Flexible hours
Night shift
Wilcox & Flegel
Centralia, WA
22 hours ago
Personal Banker
$21 - $30 per hour
...sound judgment, and the ability to balance service with growth. As a member of a leading financial institution, this role provides a strong foundation for long-term career growth and mobility, supported by Wells Fargo's training and coaching. In this role you will...
Work experience placement
Flexible hours
Wells Fargo
Centralia, WA
1 day ago
Special Forces Candidate - Find Your Full Time or Part Time Army Career (98530)
...~ Tuition assistance. ~ Student loan repayment. ~ Flexible retirement and pension plans. Pay and Promotion: Entry pay and... .... Guaranteed promotion opportunities. Additional Career Opportunities: Upon successful completion of first term contract...
Retirement
Full time
Contract work
Part time
Work at office
Immediate start
Relocation package
Flexible hours
U.S. Army
Bucoda, WA
4 days ago
Child PA
$46.92k
...are provided an extraordinary, cost-free, career-focused education. This is made possible... ...in school. Flex Houseparents eventually transition into a Placed Houseparent role, where... ...accounts; life insurance; disability options; retirement savings Relocation assistance and...
Retirement
Full time
Work from home
Relocation package
Flexible hours
Weekday work
Milton Hershey School
Centralia, WA
1 day ago
Truck Driver Part-Time
$30 per hour
...predictable schedules and more time at home. Financial Security: 401(k) with a generous company... ...' lives. From our nationwide charitable partnerships with Operation Warm and Operation BBQ... ...Ready to take the next step in your career? Apply today and be part of our growing...
Partnership
Hourly pay
Permanent employment
Part time
Live in
Local area
Night shift
Ferrellgas
Centralia, WA
22 hours ago
Human Resources Specialist - Find Your Full Time or Part Time Army Career (98565)
...and nationally recognized training that enhance your civilian career, while serving as an indispensable contributor to unit readiness... ...~ Tuition assistance. ~ Student loan repayment. ~ Flexible retirement and pension plans Pay and Promotion: Entry pay and...
Retirement
Full time
Contract work
Part time
Immediate start
Relocation package
Flexible hours
U.S Army Reserve
Napavine, WA
4 days ago
Tax Associate
$14.45 - $18 per hour
...at H&R Block, you'll begin a career in tax and client services-no... ...collaboration, and a client-first approach Required Qualifications... ...consultative role, such as financial advising, insurance, retail sales... ...participate in the H&R Block Retirement Savings Plan (401(k) Plan),...
Retirement
Hourly pay
Minimum wage
Temporary work
Seasonal work
Work at office
Local area
Weekend work
Afternoon shift
H&R Block
Centralia, WA
3 days ago
Nuclear Medicine Technologist - Per Diem
$49.65 - $77.08 per hour
..., growing professionally, and achieving financial security. We take care of you, so you can... ...role, we’ll walk alongside you in your career, supporting you so you can support others... ...benefits package including a retirement 401(k) Savings Plan with employer matching...
Retirement
Daily paid
Minimum wage
Full time
Local area
Shift work
Providence
Centralia, WA
2 days ago
Radiology Technologist - per diem
$35.62 - $58.93 per hour
..., growing professionally, and achieving financial security. We take care of you, so you can... ...role, we’ll walk alongside you in your career, supporting you so you can support others... ...benefits package including a retirement 401(k) Savings Plan with employer matching...
Retirement
Daily paid
Minimum wage
Full time
Local area
Shift work
Providence
Chehalis, WA
10 days ago
MRI Technologist - Per Diem
$46.6 - $77.09 per hour
..., growing professionally, and achieving financial security. We take care of you, so you can... ...role, we’ll walk alongside you in your career, supporting you so you can support others... ...benefits package including a retirement 401(k) Savings Plan with employer matching...
Retirement
Daily paid
Minimum wage
Full time
Local area
Shift work
Providence
Chehalis, WA
1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Career-Transition Partnership - For Financial Advisors Approaching Retirement. Be the first to apply!