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

Career-Transition Partnership - For Financial Advisors Approaching Retirement

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

Vacancy posted 14 hours ago
Similar jobs that could be interesting for youBased on the Career-Transition Partnership - For Financial Advisors Approaching Retirement in Lacey, WA vacancy
  •  ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our...  ..., including investment opportunities, retirement planning, and wealth management strategies...  ...programs and mental health resources Career growth opportunities and ongoing training... 
    Partnership
    Retirement

    WealthBridge Financial Group

    Lacey, WA
    5 days ago
  • $78.97k - $131.61k

     ...clinicians. We seek a Clinical Transition Specialist to lead sales...  ...presentations. Travel to and from partnership facilities, community...  ...Time Off Bonding Time Off 401K Retirement Savings Plan with Company...  ...lives through a comprehensive approach to care at every step of the... 
    Partnership
    Retirement
    Flexible hours

    Option Care

    Olympia, WA
    2 days ago
  •  ...families, you will focus on financial plans that are constantly...  ...program designed for veterans, transitioning service members and...  ...grow a successful Financial Advisor career. Sponsorship: First Command...  ...itself, cannot assure that retirement or other financial goals will... 
    Retirement
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command

    Dupont, WA
    4 days ago
  • $17.13 per hour

     ...education, job placement, and career pathway services. We do our...  ...donations, purchases, and partnerships that make our mission possible...  ...your dependents ~401(k) Retirement Plan ~ Vacation (1-4 Years...  ...resolve issues; positive can-do approach; and ability to build... 
    Partnership
    Retirement
    Hourly pay
    Part time

    Goodwill of the Olympic and Rainier Region

    Olympia, WA
    2 days ago
  • $65k - $80k

     ...years, AMBA has served retired public servants by...  ...Work: Help protect the financial security and peace of...  ...retirees who spent their careers serving others. Entrepreneurial...  ...a consultative sales approach to assist retirees in...  ...today to explore a partnership with AMBA and build a... 
    Partnership
    Retirement
    Full time
    For contractors
    Local area

    AMBA

    Olympia, WA
    1 day ago
  • $122.7k - $175.28k

     ...commercial growth for EBSCO’s AI partnership offerings across corporate...  ...frameworks, and discovery approaches that improve field readiness...  ...spending accounts   -Retirement Savings Plan -Paid Parental...  ...Talent Community ( Early Career/Intern Talent Community Software... 
    Partnership
    Retirement
    Full time
    Internship
    Work at office
    Local area
    Remote work
    Worldwide
    Flexible hours

    EBSCO Information Services

    Olympia, WA
    4 days ago
  • $97.5k - $209.5k

     ...timelines. **Collaboration& Partnership:** -Collaborates...  ...for alternative approaches and methods for continued...  ...Purchase Plan 14. Financial planning and group legal...  ...job remains posted. Career Level - IC4 **About Us...  ...life insurance, and retirement options. We also encourage... 
    Partnership
    Retirement
    Temporary work
    Immediate start
    Flexible hours
    Shift work

    Oracle

    Olympia, WA
    2 days ago
  • $102.3k - $209.5k

     .... Collaboration & Partnership: -Collaborates across...  ...for alternative approaches and methods for continued...  ...Purchase Plan # Financial planning and group legal...  ...remains posted. Career Level - IC4 About Us...  ...life insurance, and retirement options. We also encourage... 
    Partnership
    Retirement
    Contract work
    Temporary work
    For contractors
    Flexible hours
    Shift work

    Oracle

    Olympia, WA
    5 days ago
  • $126.2k - $264.1k

     .... Collaboration & Partnership: -Influences cross-...  ...effectiveness of updated approaches and methods for...  ...Stock Purchase Plan # Financial planning and group...  ...job remains posted. Career Level - IC5 About Us...  ...life insurance, and retirement options. We also encourage... 
    Partnership
    Retirement
    Contract work
    Temporary work
    For contractors
    Flexible hours
    Shift work

    Oracle

    Olympia, WA
    2 days ago
  • $200k

     ...environment for high-quality dentistry and career development. Position Highlights...  ...digital X-ray, Nobel implant system ~ Partnership and equity opportunity available...  ...education and licensing support ~401(k) retirement plan with company contribution ~ PTO package... 
    Partnership
    Retirement
    Full time
    Private practice
    Relocation package

    Dental Team Finder

    Olympia, WA
    a month ago
  • $8,460 per month

     ...to know". Transition and Release....  ...as the chair, lay advisor, or referring mental...  ...Corrections values partnership and trust. We...  ...year ~ Generous retirement plan ~ Flex Spending...  ...than just your career. Like everyone,...  ...health and financial security. That's... 
    Partnership
    Retirement
    Permanent employment
    Full time
    Part time
    Long distance
    Shift work
    Weekend work

    State of Washington

    Olympia, WA
    1 day ago
  •  ...physician led institute with multi-specialty partnership with Cardiothoracic surgery, vascular...  ...-tier benefits : Medical, dental, CME, retirement plans, and malpractice insurance (...  ...recharge and maintain work/life balance. Career growth : Student loan repayment,... 
    Partnership
    Retirement
    Relocation
    Shift work

    MultiCare Health System, Inc.

    Olympia, WA
    4 days ago
  •  ...50 states, both through direct client partnerships and via national MSP programs. From health...  ...so that you can focus on building your career. During your assignment, you’ll have...  ...programs \n ~ Referral bonus \n ~401k retirement plan \n ~ Holiday Pay \n ~ Weekly... 
    Partnership
    Retirement
    Weekly pay
    Relocation
    Shift work

    HealthCare Support

    Lacey, WA
    1 day ago
  • $144k - $306.4k

     ...onboarding, move-in readiness, transition planning, communications...  ..., and cross-functional partnership. Long-term career development across cloud...  ...Stock Purchase Plan # Financial planning and group legal...  ...medical, life insurance, and retirement options. We also... 
    Partnership
    Retirement
    Temporary work
    Work at office
    Remote work
    Flexible hours
    Shift work

    Oracle

    Olympia, WA
    4 days ago
  • $46.84 - $76.79 per hour

     ...individuals to successfully transition into our communities....  ...Corrections values partnership and trust. We foster...  ...year ~ Generous retirement plan ~ Flex...  ...more than just your career. Like everyone, your...  ...maintain health and financial security. That's why... 
    Partnership
    Retirement
    Hourly pay
    Full time
    Part time
    Local area
    Long distance
    All shifts
    Shift work
    Night shift
    Day shift
    Afternoon shift

    State of Washington

    Olympia, WA
    4 days ago
  • $85k - $100k

     ...judgment, and a technology‑forward, strategic approach to driving efficient and consistent...  ...and preparing production packages), in partnership with counsel and internal stakeholders....  ...accounts, health savings accounts, retirement savings plans, life, and disability insurance... 
    Partnership
    Retirement
    Minimum wage
    Flexible hours

    Cushman & Wakefield

    Olympia, WA
    3 days ago
  • $163.5k - $173.47k

     ...communication, and partnership skills to...  ...innovative analytical approaches, and translate complex...  ...As a trusted advisor and representative...  ..., the Office of Financial Management, the Legislature...  ...~ Generous retirement plan ~ Flex...  ...more than just your career. Like everyone,... 
    Partnership
    Retirement
    Permanent employment
    Full time
    Contract work
    Part time
    Work at office
    Remote work
    Work from home
    Shift work

    State of Washington

    Olympia, WA
    5 days ago
  •  ...join a collaborative group offering early partnership potential, excellent work-life balance,...  ...including medical, dental, vision, and retirement The compensation amounts listed may include...  ...an exceptional place to build both a career and a life. Equal Opportunity... 
    Partnership
    Retirement
    Full time
    H1b
    Work at office
    Relocation package
    Shift work
    Weekend work
    Day shift

    Provider Solutions & Development

    Olympia, WA
    2 days ago
  •  ...experienced or just beginning their career, who is eager to lead a...  ...workflows, and trusted lab partnerships. Work-Life Balance & Support...  ...earning potential ensures financial stability and the opportunity...  ...health insurance and retirement savings plans, ensuring your... 
    Partnership
    Retirement
    Work at office
    Local area

    Heartland Dental

    Lacey, WA
    13 hours ago
  •  ...your earned wages before payday, via our partnership with Stream • Flexible work schedules...  ...• Leaders invested in your training, career growth & development • Health and welfare...  ...-9 days annually), bereavement pay, and retirement benefits (pension and/or 401(k) eligibility... 
    Partnership
    Retirement
    Minimum wage
    Local area
    Flexible hours

    Albertsons

    Olympia, WA
    3 days ago
  •  ...after some time off, or want a full-time career, our company has amazing job...  ...your earned wages before payday, via our partnership with Stream • Flexible work schedules...  ...-9 days annually), bereavement pay, and retirement benefits (pension and/or 401(k) eligibility... 
    Partnership
    Retirement
    Weekly pay
    Minimum wage
    Full time
    Part time
    Local area
    Flexible hours

    Albertsons

    Olympia, WA
    4 days ago
  •  ...after some time off, or want a full-time career, our company has amazing job...  ...your earned wages before payday, via our partnership with Stream • Flexible work schedules...  ...-9 days annually), bereavement pay, and retirement benefits (pension and/or 401(k) eligibility... 
    Partnership
    Retirement
    Weekly pay
    Minimum wage
    Full time
    Part time
    Local area
    Flexible hours

    Albertsons

    Lacey, WA
    3 days ago
  •  ...your earned wages before payday, via our partnership with Stream • Flexible work schedules...  ...• Leaders invested in your training, career growth & development • Health and welfare...  ...-9 days annually), bereavement pay, and retirement benefits (pension and/or 401(k) eligibility... 
    Partnership
    Retirement
    Minimum wage
    Local area
    Flexible hours
    Shift work
    Night shift

    Albertsons

    Olympia, WA
    4 days ago
  • $18.23 - $23.7 per hour

     ...Overview Are you ready to take your career to new heights? At Concentra, you will be a...  ...facility is not operating as expected * In partnership with center leadership, assist with...  ...systems/applications Additional Data * 401(k) Retirement Plan with Employer Match * Medical,... 
    Partnership
    Retirement
    Hourly pay
    Work at office
    Local area
    Immediate start

    Concentra

    Lacey, WA
    2 days ago
  • $123.2k - $177.28k

     ...dynamic range of meaningful careers, opportunities for growth, safe...  ...across clinical, financial, and administrative domains....  ...organizations and strategic partnerships. Lead the creation and execution...  ...salary, medical, dental and retirement benefits and paid time off.... 
    Partnership
    Retirement
    Contract work
    Local area
    Flexible hours
    Shift work

    Dormont Manufacturing Company

    Olympia, WA
    4 days ago
  • $114.5k - $154.58k

     ...will drive success in new and existing partnerships. The Sales Engineering team supports...  ...disability coverage Fidelity 401(k) and Roth Retirement Savings with matching contributions...  ...over-achievers, you'll enjoy your career with us! Companies around the world trust... 
    Partnership
    Retirement
    Remote work
    Worldwide

    Rocket Software

    Olympia, WA
    5 days ago
  •  ...activities as needed. This role works in close partnership with paralegals and warranty litigation...  ...family needs you most. Competitive Retirement Savings Plans We help you plan for...  ...you join us, you’re not just building a career - you’re joining a company that supports... 
    Partnership
    Retirement
    Full time
    Immediate start

    Stellantis

    Olympia, WA
    4 days ago
  • $270.8k - $378.8k

     ...health management. Act as a clinical advisor in dyad partnership with operators of the Rapid Response...  ...in Rapid Response Team (RRT) and Transitional Medical Operations (TMO) forums....  ...dental and vision benefits, 401(k) retirement savings plan, time off (including paid... 
    Partnership
    Retirement
    Full time
    Temporary work
    Apprenticeship
    Work at office
    Remote work
    Work from home
    Home office

    Centerwell

    Olympia, WA
    1 day ago
  • $33.65 - $63.65 per hour

     ...include cultivating strong partnerships with key internal and external...  ...Stock Purchase Plan # Financial planning and group legal #...  ...the job remains posted. Career Level - IC3 About Us Only...  ...medical, life insurance, and retirement options. We also encourage employees... 
    Partnership
    Retirement
    Hourly pay
    Contract work
    Temporary work
    Flexible hours

    Oracle

    Olympia, WA
    3 days ago
  • $125.5k - $179.9k

     ...candidate will have a strong blend of business partnership experience, human resource/labor...  ...managerial courage, dealing with ambiguity, career ambition, command skills, motivating...  ...package that includes health, welfare and retirement plans including Medical, Dental, Life... 
    Partnership
    Retirement
    Hourly pay
    Full time
    Contract work
    Temporary work
    Local area
    Relocation package
    Flexible hours

    RZS Recruitment

    Olympia, 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!