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

Apply

Vacancy posted 1 day ago

Similar jobs that could be interesting for youBased on the Financial Consultant in Lacey, WA vacancy

Financial Consultant
$35.37 - $58.95 per hour
Finance Consultant Estimated Pay Range: $35.37 - $58.95 / hour, based on location, education, & experience. Department: Admin-Clinic... ...Position Summary This position provides analytical support for the financial positioning and future growth of assigned area/region. It...
Suggested
Full time
Remote work
Monday to Friday
Shift work
Banner Health
Olympia, WA
1 day ago
Financial Advisor
$100k - $145k
...Financial AdvisorOur Lacey office in Washington is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client's expectations. Our team members work together to meet company...
Suggested
Full time
Work at office
Flexible hours
Wealth Enhancement Group
Lacey, WA
19 hours ago
Financial Advisor
$54.25k
...Overview This is a unique opportunity to step into an established book of business through a planned two‑year transition with a retiring Financial Advisor. As a Financial Advisor, you’ll partner with clients to help manage every aspect of their financial lives by providing...
Suggested
Full time
Part time
Work experience placement
Work at office
Local area
Monday to Friday
Washington State Employees Credit Union
Olympia, WA
1 day ago
Financial Counselor
$23 - $26 per hour
...Financial Counselor South Sound Behavioral Hospital - Lacey, WA Overview Salary Range $23.00 - $26.00 Hourly Position Type Full Time Position Summary JOIN OUR TEAM AS A FINANCIAL COUNSELOR! Monthly Bonus Opportunity! Fulltime Swingshift Your Work...
Suggested
Hourly pay
Full time
Flexible hours
South Sound Behavioral Hospital
Lacey, WA
5 days ago
Financial Counselor
$20.48 - $34.12 per hour
...Financial CounselorLocation: Vista OncologyPay Range: $20.48 - $34.12Job Description Summary:A Financial Counselor serves as the liaison between the patient and the practice by coordinating payments, assistance, monitoring patient balances, and streamlining communication...
Suggested
Immediate start
Remote work
Monday to Friday
American Oncology Network LLC
Olympia, WA
5 days ago
Financial Advisor
$100k - $145k
...Financial Advisor Our Lacey office in Washington is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client's expectations. Our team members work together to meet...
Full time
Temporary work
Work at office
Flexible hours
Wealth Enhancement Group
Lacey, WA
17 hours ago
US Experienced Financial Advisor
$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 office
Work from home
Home office
Flexible hours
Edward Jones
Olympia, WA
2 days ago
Financial Counselor
$23 - $26 per hour
...South Sound Behavioral Hospital - Lacey, WA 98503 Position Type: Full Time Salary Range: $23.00 - $26.00 Hourly Join our team as a Financial Counselor! Monthly bonus opportunity. Full‑time, swing shift. Responsibilities Accurately verify benefits and eligibility on...
Hourly pay
Full time
Flexible hours
Afternoon shift
South Sound Behavioral Hospital
Lacey, WA
2 days ago
Wealth Advisor - O Bee Credit Union
$80.17k - $90k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients... ...assigned Branches. Responsibilities: Utilizing a consultative, holistic approach, sales process, and assessment tools where...
Work at office
Local area
LPL Financial
Olympia, WA
5 days ago
Senior Analyst, FP&A
$46.99k - $122.4k
...CVS Health Financial Analyst We're building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you'll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold...
Full time
Work experience placement
Oak St. Health
Olympia, WA
5 days ago
Senior Private Banker
...applying for any new position. Acknowledge ( Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...
Work at office
Flexible hours
Shift work
Weekend work
Day shift
Bank of America
Lacey, WA
1 day ago
College Financial Representative, Internship Program - 2026-26578 - Woodland Hls, California
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...
Full time
Internship
Local area
Flexible hours
Northwestern Mutual
Olympia, WA
12 hours ago
Relationship Banker
...applying for any new position. Acknowledge ( Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...
Work at office
Flexible hours
Shift work
Weekend work
Day shift
Bank of America
Olympia, WA
5 days ago
Financial Advisor
...Join to apply for the Financial Advisor role at First Command Financial Services, Inc. Job Description First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors...
Hourly pay
Minimum wage
Temporary work
For contractors
Traineeship
Work at office
Local area
Home office
First Command Financial Services
Dupont, WA
4 days ago
Financial Advisor
...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...
Hourly pay
Temporary work
For contractors
Traineeship
Work at office
Local area
Home office
First Command Financial Services
Dupont, WA
3 days ago
Loan Officer
...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 wage
Work at office
Local area
Monday to Friday
Guild
Olympia, WA
4 days ago
Residential Loan Officer
$39.7 - $58.38 per hour
...Essential Job Functions: Interviews loan applicants. Counsels' applicants on loan programs and options. Obtain necessary financial information to process loan applications. Input loan information on loan systems, verifies credit, identification, reviews documentation...
Hourly pay
Permanent employment
Full time
Work at office
Local area
Timberland Bank
Lacey, WA
2 days ago
Loan Officer
$250k
Job TitlePRMG is Built by Originators for Originators. There is a reason why PRMG is consistently voted one of the best places to work. We focus on the areas that make an Originator successful and have an unmatched Culture. We look forward to helping you succeed as an ...
PRMG
Lacey, WA
2 days ago
Loan Officer
Responsibilities Originate mortgage loans, ensuring accurate pricing, structuring, and timely, compliant disclosures Achieve or exceed production goals by actively marketing WSECU mortgage products, developing an individual marketing plan, and participating in campaigns...
Jobtailor
Olympia, WA
3 days ago
Bank Teller
$20 - $22.88 per hour
...Heritage Bank has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Lacey Branch is seeking an experienced bank teller to help customers meet their financial goals by providing...
Hourly pay
Full time
Part time
Work at office
Monday to Friday
Flexible hours
Shift work
Heritage Financial
Lacey, WA
5 days ago
Teller
$18.7 - $21.25 per hour
# Financial Solutions Guide 1 (Teller)Peak Credit Union • • • 41m agoSave this role or tell us whether you want more jobs like it.To... ...remaining attentive to relationship-building cues that support consultative sales conversations.* Promotes credit union products and...
Hourly pay
16 hours
Full time
Work experience placement
Local area
Monday to Friday
Uncover
Olympia, WA
2 days ago
Bank Teller - Part Time
$20 - $22.88 per hour
...Heritage Bank has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Tumwater Branch is seeking a bank teller to help customers meet their financial goals by...
Hourly pay
Full time
Part time
Work at office
Flexible hours
Shift work
Heritage Bank
Olympia, WA
3 days ago
Teller
$18 - $22 per hour
...Continuously deepens knowledge of Columbia Bank's product and service offerings and stays current on changes.Discuss and uncover customer’s financial needs to identify and offer appropriate products and services.Supports referral goals for branch by focusing and identifying and...
Night shift
Columbia Banking System
Olympia, WA
3 days ago
Finance Manager / Motorcycle Sales Associate
...level of customer service and ethical standards Coordinate with lending institutions Prepare loan documentation and finalize financial transactions Provide support to the sales manager and salespeople Maintain inventory of finance department supplies Work...
Flexible hours
NW84 Inc
Olympia, WA
9 days ago
Loan Processor
Loan Processor CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times...
Temporary work
Work at office
Local area
CrossCountry Mortgage
Olympia, WA
1 day ago
Loan Officer Assistant
Company Culture CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where ...
Temporary work
Work experience placement
Work at office
Local area
CrossCountry Mortgage
Lacey, WA
1 day ago
Loan Officer Assistant
Sales Assistant CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times...
Temporary work
Work at office
CrossCountry Mortgage
Olympia, WA
2 days ago
Loan Processor
CrossCountry Mortgage (CCM)is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000...
Temporary work
Work experience placement
Work at office
Local area
CrossCountry Mortgage, LLC
Lacey, WA
4 days ago
Investment Consultant
$101.23k - $172.36k
...ABOUT US RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment... ...wholly-owned subsidiary of City National Bank. INVESTMENT CONSULTANT - Remote based in/around Baltimore, DC or northern Virginia...
Remote work
City National Bank
Olympia, WA
2 days ago
Bank Teller - Part Time
$20 - $22.88 per hour
...Heritage Bank has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Olympia Main Branch is seeking a bank teller to help customers meet their financial goals by providing...
Hourly pay
Full time
Part time
Work at office
Monday to Friday
Flexible hours
Shift work
Heritage Bank NW
Olympia, WA
1 day ago

Do you want to receive more vacancies?

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