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

Financial Consultant , Financial Advisor

Wealthbridge-Financial-Group

Responsibilities WealthBridgeFinancialGroup is seeking a results-oriented FinancialConsultant 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 FinancialConsultant 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 WealthBridgeFinancialGroup 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! Qualifications Bachelor's degree in finance, accounting, or a related field. Experience infinancialconsulting 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 infinancialplanning. 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 Wealthbridge-Financial-Group

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant , Financial Advisor in Eugene, OR vacancy
  • $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... 
    Suggested
    Hourly pay
    Work experience placement
    Work at office
    Day shift

    Key Bank

    Eugene, OR
    1 day ago
  •  ...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,... 
    Suggested
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Eugene, OR
    5 days ago
  • $50k

    As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home‑office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have... 
    Suggested
    Work at office
    Home office
    Flexible hours

    Edward Jones

    Eugene, OR
    3 days ago
  •  ...origin, physical or mental disability, or veteran's status. Wealth Advisor Oregon Pacific Wealth Management (OPWM) A Registered Investment...  ...expertise, and a passion for helping clients achieve their financial goals. We specialize in holistic financial planning and investment... 
    Suggested
    Work at office

    Oregon Pacific Bancorp

    Eugene, OR
    1 day ago
  • $80k - $90k

     ...Bank of America is seeking a Financial Advisor in Eugene, Oregon, for their Advisor Development Program. The role focuses on working with high-net-worth individuals to identify needs and provide tailored investment recommendations. Candidates should have at least one year... 
    Suggested

    Bank of America

    Eugene, OR
    4 days ago
  • $20.67 - $31.25 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...  ...techniques with clients, including tele-consulting, outside calling, prospecting, and... 
    Hourly pay
    Work experience placement
    Day shift

    Key Bank

    Eugene, OR
    3 days ago
  • $19 - $23 per hour

     ...offering appropriate products and services, and responding to inquiries in a timely manner.Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs.Make recommendations and follow... 
    Immediate start

    Columbia Banking System

    Springfield, OR
    5 days ago
  •  ...Financial Solutions Advisor Stage I At Bank of America, we are guided by a common purpose to help make financial lives better through the...  ...success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client... 
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Eugene, OR
    1 day ago
  •  ...SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar‑athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client... 
    Full time
    Part time

    SkyKey Financial

    Springfield, OR
    3 days ago
  •  ...guided by a common purpose to help make financial lives better through the power of every...  ...every day. As a Financial Solutions Advisor Stage I, your journey begins by obtaining...  ...needs and recommend solutions using a consultative approach. Deliver client reviews and presentations... 
    Work at office
    Immediate start
    Monday to Friday

    Bank of America

    Eugene, OR
    1 day ago
  •  ...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
    Shift work
    Weekend work
    Day shift

    Bank of America

    Eugene, OR
    3 days ago
  •  ...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 office
    Shift work
    Weekend work
    Day shift

    Bank of America

    Eugene, OR
    5 days ago
  • $80.1k - $117.5k

     ...believe that what makes us different makes us stronger. So add your voice. Make an impact. Find your fit - and your future. The Senior Financial Analyst, FP&A is a strategic finance partner supporting Corporate HR, US Wholesale, Retail, eCommerce, and corporate functions... 
    Full time
    Work at office
    3 days per week

    Levi Strauss & Co.

    Eugene, OR
    2 days ago
  • $80k - $90k

     ...life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue...  ...success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Eugene, OR
    3 days ago
  •  ...days ago Requisition ID: 1156 TITLE : Associate Business Client Advisor (Credit Analyst) FLSA : Non-Exempt CATEGORY : Full Time SHIFT :...  ...analysis of credit reports, business and personal tax returns, financial statements, cash flows, and pricing analysis. Independently... 
    Full time
    Work at office
    Immediate start
    Monday to Friday
    Shift work

    Summit Bank

    Eugene, OR
    2 days ago
  •  ...through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications... 
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Springfield, OR
    1 day ago
  • $20.67 - $31.25 per hour

     ...KeyBank located in Eugene, Oregon is looking for a dedicated Personal Banker to engage clients and provide financial solutions tailored to their needs. The ideal candidate should have at least one year of experience in sales and relationship management. This role requires... 
    Hourly pay

    Key Bank

    Eugene, OR
    4 days ago
  •  ...transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities Executes the bank's risk... 
    Shift work
    Weekend work
    Day shift

    Bank of America

    Eugene, OR
    2 days ago
  • $18 - $22 per hour

     ...Columbia Bank's product and service offerings and stays current on changes. Looks for opportunities to discuss and uncover customers’ financial needs to identify and offer appropriate products and services; supports referral goals for the branch by focusing on and referring... 
    Hourly pay
    Night shift

    Columbia Bank (WA, OR & ID)

    Eugene, OR
    2 days ago
  • $18 - $22 per hour

     ...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... 
    Night shift

    Columbia Bank (WA, OR & ID)

    Eugene, OR
    6 days ago
  •  ...branch banking, which includes cash handling, new accounts opening and documentation, relationship management and sales skills, in a financial services industry required. ~ Equivalent combination of education, experience and training may be considered. ~ Demonstrated... 
    Hourly pay
    Full time
    Part time
    Flexible hours
    Shift work

    Heritage Bank

    Eugene, OR
    3 days ago
  • Loan Officer 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...
    Temporary work
    Work at office

    CrossCountry Mortgage

    Eugene, OR
    2 days ago
  •  ...Eugene’s Finance Division is excited to announce an opening for a Financial Analyst! Join our Budget and Analysis team, where you’ll...  ...this role, you’ll provide essential budget support, financial consulting, and treasury services that help guide organizational decision... 
    Hourly pay
    Monday to Friday
    Flexible hours

    City-of-Eugene,-or

    Eugene, OR
    1 day ago
  • 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 in all 50 states, D.C., and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list...
    Temporary work
    Work at office
    Local area

    CrossCountry Mortgage, LLC

    Eugene, OR
    4 days ago
  • $90.23k

     .... Join our team, and together we will make a difference and change the world. Job Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team! This role supports financial planning and analysis projects and initiatives for the enterprise... 
    H1b

    CDM Smith

    Eugene, OR
    5 days ago
  •  ...floating holidays, prorated based on start date) ~ Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial... 
    Local area
    Monday to Friday

    Foursight Capital LLC

    Eugene, OR
    2 days ago
  •  ...LensCrafters - EyeCare Advisor Brand: LensCrafters Location: Eugene, OR, US, 97401 LensCrafters Position: Full-Time Total Rewards...  ...and/or patient information carefully; identifies special needs, consulting with Optician, Managing Doctor or Retail Management when... 
    Minimum wage
    Full time
    Work at office
    Local area

    EssilorLuxottica SA

    Eugene, OR
    2 days ago
  • CrossCountry Mortgage, LLC is seeking a Loan Officer Assistant in Eugene, Oregon to support mortgage loan officers in their daily duties, enhancing loan production levels. Responsibilities include reviewing applications, managing documentation, and facilitating timely ...

    CrossCountry Mortgage

    Eugene, OR
    3 days ago
  • $50 - $60 per hour

     ...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.   In this role, you might: Review and improve AI Assistant answers to questions about macro... 
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Eugene, OR
    5 days ago
  • $50 - $60 per hour

     ...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.   In this role, you might: Review and improve AI Assistant answers to questions about macro... 
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Eugene, OR
    5 days ago

Do you want to receive more vacancies?

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