Financial Consultant , Financial Advisor
WealthBridge Financial Group
Job Description
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.
We have a unique CPA partnership program to establish that COI for consistent new clients, premium financing to attract UHNW, wealth management (of course), and a proven digital marketing strategy designed to drive meaningful growth in today's market.
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.
If you are ready to grow your practice, apply today!
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.
- Demonstrated ability to build and maintain client relationships.
- Licenses or certifications in financial planning.
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.
Vacancy posted a month ago
Similar jobs that could be interesting for youBased on the Financial Consultant , Financial Advisor in Portland, OR vacancy
$82.6k - $162.8k
...and scale efficiently as their businesses grow. As a NetSuite Consultant at Deloitte, you will support the design and implementation of... ...and technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation...SuggestedLocal areaVisa sponsorship$85k - $115k
...investments, important market events and competitive landscape Documenting relevant client information, including background, financial situation, and conversations with clients Handling all questions (by phone, fax, email, letter, etc.) and requests from your client...SuggestedWork at officeWork from homeFisher Investments
Marylhurst, OR1 day ago$90k - $140k
...service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity... ...relationship building ~ Bachelor's degree ~ A thoughtful consultative approach with an emphasis on client focus Compensation...SuggestedWork at officeWork from homeFisher Investments
Beaverton, OR1 day ago$140.3k - $210.5k
...directly with customers through targeted micro consulting engagements to help solve their business... ...for acting as a trusted Workday advisor, you will have the opportunity to assist... ...Consultants have a deep understanding of Workday Financials applications. In this position, we are...SuggestedFull timeRemote workHome officeFlexible hours$110.7k - $218.3k
...scale efficiently as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement... ...measurable results. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds...SuggestedLocal areaVisa sponsorship- ...Job Description Job Description WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their...
WealthBridge Financial Group
Oak Grove, OR5 days ago - ...Job Description 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...
WealthBridge Financial Group
Oak Grove, OR14 days ago - ...there is not an immediate opening for every location listed***** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our...Full timeTemporary workWork at officeImmediate startShift workDay shift
$22.44 - $34.33 per hour
...Description Patient Finacial Counselor for Providence Medical Group in Portland OR. Full-Time/Day Shift The Patient Financial Counselor is a subject matter expert in insurance eligibility, financial assistance programs, and revenue cycle operations. This role serves as...Minimum wageFull timeWork at officeLocal areaShift workDay shiftProvidence Service
Portland, OR4 days ago$80k - $135k
...service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to... ...'s degree or equivalent work experience ~ A thoughtful consultative approach with an emphasis on client focus Compensation...Work experience placementWork at officeWork from homeFisher Investments
Gresham, OR1 day ago$110k - $130k
...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes... ...OurClackamas office in Oregon is looking for a Financial Advisor working as part of an advisory team to help clients achieve their...Full timeTemporary workWork at officeFlexible hoursWealth Enhancement Group
Clackamas, OR4 days ago- ...MassMutual is a global, diversified financial services organization whose companies offer a broad portfolio of asset management and insurance... ...prospects and utilizing client acquisition techniques. Consulting with clients on financial strategies based on their financial...Local area
MassMutual Oregon
Lake Oswego, OR5 days ago - ...Summary Description: The Financial Aid Counselor provides a variety of professional and administrative duties in support of the day to day operations of Financial Aid in compliance with all policies related to internal and external financial aid requirements. Essential...Casual workLive inWork at office
Warner Pacific College
Portland, OR2 days ago $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 officeWork from homeHome officeFlexible hoursEdward Jones
Portland, OR3 days ago$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Portland, OR4 days ago- ...Patient Financial Counselor Patient Finacial Counselor for Providence Medical Group in Portland OR. Full-Time/Day Shift The Patient Financial Counselor is a subject matter expert in insurance eligibility, financial assistance programs, and revenue cycle operations...Full timeWork at officeDay shift
Providence Health & Service
Portland, OR3 days ago $57.5k - $106.5k
...Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to deliver... ...partnership with members of the client relationship team to apply a consultative sales process and continually enhance the client experience....Part timeLocal areaBmo
Portland, OR1 day ago- ...Job Description Patient Finacial Counselor for Providence Medical Group in Portland OR. Full-Time/Day Shift The Patient Financial Counselor is a subject matter expert in insurance eligibility, financial assistance programs, and revenue cycle operations. This...Minimum wageFull timeWork at officeLocal areaShift workDay shift
Providence Health and Services
Portland, OR4 days ago - ...guided by a common purpose to help make financial lives better through the power of every... .... Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ...business knowledge by using a defined consultative approach with clients to systematically...Full timeWork at officeImmediate startShift workDay shift
- Advisor Talent | Strategic Leader | Advisor Recruiter| Board Member | Financial Services Advisor Ally | Connector | About the Company Your experience is valuable to us - and we know you have options. But we offer something the competition simply can’t: our unique business...Work at officeWork from homeHome office
- Join us at MassMutual Oregon, where we're not just a financial planning firm, but a supportive family that values integrity and care. As a Wealth Management Advisor, you'll be part of a vibrant team of independent, client-focused professionals. Here, you'll have the freedom...
$95.55k - $195.25k
...with the Deloitte brand.Recruiting for this role ends on May 31, 2027Work you’ll do As a Tax Strategy and Transformation Senior Consultant supporting Transformation in Operations/Finance, you will collaborate with Tax subject matter specialists, technologists, and key...Work at officeLocal areaVisa sponsorship$72k - $110k
Description The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, partners with members to deliver personalized, goals-based financial advice across investment, retirement and insurance solutions. This role offers a unique opportunity to...Work at officeImmediate start- MassMutual Northwest MassMutual Northwest is seeking motivated and driven individuals interested in building a career in financial services. No prior industry experience is required. We provide training, licensing support, mentorship, and professional development to help...Contract workFor contractorsFlexible hours
$19.23 - $28.37 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and... ...guidance and solutions to assist in client's financial wellness, both in person and through proactive... ...- through techniques such as tele-consulting, outside calling, prospecting and networking...Hourly payWork experience placementWork at officeDay shift$97k - $192k
..., our mission is to identify, recruit, and develop exceptional financial professionals, empowering them to achieve levels of success they... ...earned two consecutive Executive Council qualifications as an advisor, our team is built on mentorship, continuous learning, and accountability...Work at officeLocal areaWork from homeFlexible hoursNew York Life
Portland, OR2 days ago$15 per hour
...Financial Solutions Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and...Work at officeImmediate startShift workDay shiftBank of America
Portland, OR1 day ago$105k - $125k
JOB SUMMARYSalary range: $105,000 - $125,000 annually.The Senior Financial Planning & Analysis (FP&A) Analyst is responsible for developing, reviewing, and analyzing financial budgets, reports, and other deliverables for management and the Board of Directors. The Senior...Full timeTemporary workFlexible hours$109k - $196.02k
...the evolution, optimization, and day-to-day management of our financial systems, most notably our Enterprise Performance Management (EPM... ...in-person ID verification.Are you an existing contractor or consultant with Autodesk? Please search for open jobs and apply internally...Full timeFor contractorsRemote work$126.81k - $154.99k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Full timeWork experience placementLocal area3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant , Financial Advisor. Be the first to apply!
Related searches
- senior wealth advisor Portland, OR
- associate corporate finance Portland, OR
- financial advisor development program Portland, OR
- associate leveraged finance Portland, OR
- financial planning assistant Portland, OR
- jde finance consultant Portland, OR
- senior financial advisor Portland, OR
- financial advisor training program Portland, OR
- financial counselor Portland, OR
- financial planning administrator Portland, OR