Financial Consultant , Financial Advisor
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. 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 #J-18808-Ljbffr
$80k - $105k
...developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments... ...robust training and support once you start) ~ A thoughtful consultative approach with an emphasis on client focus Compensation...SuggestedWork at officeWork from home$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...SuggestedWork experience placementWork at officeWork from home$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 home- ...Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset...SuggestedTemporary workMonday to FridayShift workDay shift
- ...Financial Solutions Advisor- Williamette Valley Salem, Oregon;Eugene, Oregon; Bend, Oregon; Bend, Oregon; Wilsonville, Oregon; Portland, Oregon; Oregon City, Oregon; West Linn, Oregon; Lake Oswego, Oregon; Salem, Oregon; Gresham, Oregon; Clackamas, Oregon; Portland,...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...Micro1 is seeking a Personal Financial Advisor (Private Wealth) for a contractor role focused on providing expert financial guidance. This remote position will involve applying your knowledge to enhance AI-assisted financial advisory systems, ensuring that outputs are...For contractorsRemote work
- ...Job Description: As a Financial Solutions Advisor Stage I (FSA I), you will obtain the Securities Industry licenses (Securities Industry Essentials... ...your success. Grow business knowledge by using a defined consultative approach to identify client needs and appropriate...Work at officeImmediate startMonday to FridayShift workDay shift
- ...Financial Solutions Advisor Registration Candidate- Williamette Valley Market Eugene, Oregon;Bend, Oregon; Bend, Oregon; Wilsonville, Oregon... .... ~ Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs...Work at officeImmediate startMonday to FridayShift workDay shift
- ...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, teammates, communities and shareholders every day....Work at officeShift workWeekend workDay shift
$80 - $110 per hour
...Personal Financial Advisor (Private Wealth) $80 - $110/hour Required Skills Financial planning Investment management Retirement planning Tax-aware strategies Client relationship management Communication Regulatory compliance High-net-worth client...For contractorsImmediate startRemote work- ...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 officeShift workWeekend workDay shift
$61k - $119k
...Overview 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 advisor, you start as a financial representative...Full timeContract workFor contractorsWork at office$20 - $26 per hour
...treatment services to provide patients with a seamless and personalized journey to parenthood. Learn more at About the Role The Financial Counselor plays a vital role in supporting patients through their fertility journey by guiding them through financial processes and...Hourly payFull timeRemote workMonday to Friday$29.39 - $44.09 per hour
...is $29.39 - $44.09 We provide an additional $2.00 per hour bilingual differential for those employees who can support our members' financial needs effectively in a second language; subject to verification of strong grasp of financial terms utilizing language skillset....Hourly pay16 hoursFull timeImmediate startRemote work$57.5k - $106.5k
...Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution... ...with members of the client relationship team to apply a consultative sales process and continually enhance the client experience....Part timeLocal area$45k - $100k
...The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long‑term financial goals:...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- Bank of America is seeking a motivated financial representative in Gresham, Oregon, to engage with clients, assisting them with banking transactions and guiding them in the use of digital banking solutions. The role requires excellent interpersonal communication skills...Flexible hours
- ...Required Skills: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Has two years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the...Immediate start
$90k - $110k
...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 hours$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 hours- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...Work at officeShift workDay shift
- ...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
- Clackamas County Bank Commercial Loan Officer Develop, manage, and grow commercial real estate, small business, and commercial loans that meet the bank’s commercial lending criteria and provide profitability to the bank while mitigating risk. Develop and increase commercial...
- ...Successful Candidate Attributes: • Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3-5 units per month...Remote work
- ...Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor Stage I (FSA I), you obtain Securities Industry licenses (Securities... ...managers. — Develop business knowledge by applying a consultative approach to clients. — Earn the SIE, Series7 and Series66...Work at officeImmediate startMonday to FridayShift workDay shift
$87.4k - $123.4k
...is based on the idea that transforming financial lives starts by giving our people the freedom... ...Yourself. The Private Wealth Advisor will be an essential member of a dedicated... ...at delivering effective client consultations - always composed, professional, and skilled...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- Job Overview A law firm seeks a debt finance associate with 3-5 years of experience to join its Corporate Practice Group in Portland, OR. The associate will engage in structuring, negotiating, and documenting secured and unsecured debt finance transactions, sponsor-backed...
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full‑time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship...Full timeInternshipLocal areaFlexible hours$193k - $280k
...work will include structuring, negotiating and documenting secured and unsecured debt finance transactions with both traditional financial institutions and private credit entities; sponsor‑backed M&A; and common intercreditor and collateral issues in mezzanine, unitranche...Work at office- ...TwinThread in Portland, Oregon is looking for a Private Client Advisor to provide comprehensive financial planning and advice to clients and families. You will build and maintain strong client relationships calling on your experience in wealth management and financial...
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