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
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Kennewick, WA vacancy
$28.85 - $33.65 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do... ...your success.Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs...SuggestedHourly payFull timeWork at officeImmediate startShift workDay shift- ...we take pride in what we do, we have fun changing lives every day! As recognized by InvestmentNews as a "Best Place to Work for Financial Advisors," Petersen Hastings Wealth Advisors is a high-energy, collaborative team, with a mentoring culture that focuses on...SuggestedWork at officeFlexible hours
Petersen Hastings Investment Management
Kennewick, WA5 days ago $19 - $24.5 per hour
...Bannerbank in Kennewick, WA is looking for a Client Relationship Consultant to be the welcoming face of the branch and help clients navigate their financial lives. Responsibilities include engaging clients, processing transactions, and supporting branch lending processes...SuggestedBanner Bank
Kennewick, WA5 days ago$28.85 - $33.65 per hour
Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities... ...success. Grow your business knowledge by using a defined consultative approach with clients to identify needs and appropriate...SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shift- ...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,...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Kennewick, WA4 days ago - A financial services agency is seeking individuals to conduct virtual consultations and support families in achieving their financial well-being. The role involves assessing client needs, developing solutions, and fostering strong relationships through regular interactions...Weekly payRemote workWork from homeFlexible hours
AO Garcia Agency
Pasco, WA2 days ago - ...STCU in Pasco, WA seeks a part-time Teller to serve members accurately and efficiently, handling transactions and offering financial direction and referrals. The ideal candidate will be bilingual (Spanish/English), have a high school diploma, recent cash handling experience...Part time
STCU
Pasco, WA2 days ago $86.59k - $129.88k
...maintaining strong relationships with commercial banking clients, meeting with clients, preparing loan documents, analyzing customer financial statements, tax returns, budgets, and other financial data. Performs ratio, industry benchmark, historical, and budget to actual...Hourly payFull timeTemporary workPart timeWork at officeLocal areaVisa sponsorshipWork visaGlacier Bancorp
Pasco, WA4 days ago- ...Direct message the job poster from Modern Woodmen of America Recruiting Coordinator at Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America...Full timeLocal area
Modern Woodmen
Richland, WA4 days ago - ...anticipated to remain open for 30 days, from 13-Aug-2026. The posting may close early due to the volume of applicants. 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...Full timeTemporary workFlexible hours
Edward Jones
Richland, WA2 days ago $18 - $22 per hour
...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...Full timeTraineeshipWork experience placementLocal areaMonday to FridayFoursight Capital LLC
Kennewick, WA5 days ago$71.41k - $107.11k
...Financial Analyst Location: Pasco, WA This position is responsible for a variety of financial duties surrounding the costing, analysis, and reporting functions within Supply Chain, with the primary focus of being a corporate liaison for plant manufacturing costing...Contract workWork at officeLocal areaFlexible hoursLamb Weston Holdings, Inc.
Pasco, WA2 days ago$17.13 - $25.99 per hour
...uses exceptional customer service skills and entry-level knowledge of products and services, banking policies and procedures, and financial literacy, to serve as a resource to members. The MSA performs routine member transactions and escalates more complex transactions...Hourly payPart timeShift work- ...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. Being a...Work at officeFlexible hoursShift workWeekend workDay shift
$71.41k - $107.11k
## Financial AnalystApplylocations: Pasco, WA, USA (Plant)time type: Full timeposted on: Posted Todayjob requisition id: Req-271056Title: Financial Analyst Location: Pasco, WA Job Requisition ID: Req-271056 Time Type: Full time **About Lamb Weston** You’ve probably enjoyed...Full timeContract workWork at officeLocal areaFlexible hours- ...established Developer/Programmer for a rewarding project focused on Infor Syteline solutions. They are seeking a skilled technical consultant who thrives on innovation and collaboration. In this position, you will be responsible for developing, implementing, and...Temporary work
Washington Frank
Kennewick, WAmore than 2 months ago - Company DescriptionProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored... ..., Telecommunications, Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation, Federal and State Government...Full timeContract workTemporary workFor contractorsFor subcontractorWork at officeRemote workFlexible hours
$35k - $66k
McCurley Dealerships have a high-trust culture that attracts, retains, engages, and inspires people. Our culture consistently exceeds customer expectations by providing world-class service. We partner with our community by leading, volunteering, giving, and empowering ...Mccurley Integrity Dealerships
Kennewick, WA3 days ago- Are you looking for an opportunity to join an industry leader with a strong foundation of success? Kenworth Sales Company was recently awarded the 2020 Dealer of the Year award and after 75 years of consistent excellence, we are still growing! We have recently joined forces...Work at officeShift work
Kenworth Sales
Pasco, WA5 days ago $29.9 - $49.83 per hour
...eligibility in concurrence with the SBA underwriting standards and guidelines. Primarily the SBA Underwriter/Credit Analyst will perform financial analysis and credit underwriting to support loan origination activities for SBA 7(a) and SBA Express loan products. This position...Contract workGesa Credit Union
Richland, WA5 days ago- ...Tri-Cities Journal of Business as a “Best Place to Work for Financial Advisors,” Petersen Hastings Wealth Advisors is a high-energy,... ...financial backgrounds focusing on wealth management and financial consulting. The Investment Operations Specialist is responsible for...Work at officeFlexible hours
Petersen Hastings
Kennewick, WA16 days ago $45 per hour
...considered independent contractors, we pay weekly every Wednesday by direct deposit or by cheque. Online Consumer Panels America is a consulting firm that specializes in product testing and product development work. We design and conduct In-Home Usage Testing (IHUT) locally...Hourly payWeekly payExtra incomeTemporary workPart timeFor contractorsSeasonal workRemote workWork from homeFlexible hours- ...to clients in a fast-paced, challenging environment? ProSidian Consulting is looking for professionals who share our commitment to... .... A range of investment options are available with a personal financial planner to assist you. The Plan is a pre-tax Safe Harbor 401(k...Full timeContract workTemporary workFor contractorsWork at officeFlexible hours
- Company DescriptionProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored... ...| DOD/Military | Energy, Resources, & Industrials | Financial Services | Government & Public Services | Information Technology...Part timeFor contractorsRemote workFlexible hours
$45.76k - $57.2k
...Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career...Part timeWork experience placement- ...to clients in a fast-paced, challenging environment? ProSidian Consulting is looking for professionals who share our commitment to... .... A range of investment options are available with a personal financial planner to assist you. The Plan is a pre-tax Safe Harbor 401(k...Full timeContract workTemporary workFor contractorsWork experience placementWork at officeFlexible hours
$29.9 - $49.83 per hour
...responsible for ensuring SBA program eligibility in accordance with SBA underwriting standards and guidelines. The underwriter performs financial analysis and credit underwriting to support loan origination activities for SBA 7(a) and SBA Express loan products, analyzes SBA...Contract work$20 per hour
Are you motivated, outgoing, and ready to take control of your income? We're looking for driven individuals who enjoy connecting with people and aren't afraid to knock on doors to create opportunities. If you thrive in a fast-paced environment and want to build real sales...Hourly payImmediate startRelocationDaBella
Kennewick, WA3 days ago$30.4 - $39.8 per hour
...added technologies helping power more than 38 million North American homes. What You'll Do Day-To-Day Collects and summarizes financial data so that financial management can forecast and report accurate financial results. Creates and analyzes monthly, quarterly,...Hourly payTemporary workWork experience placementFramatome GmbH
Richland, WA1 day ago$22 - $24 per hour
...Job Title: Part-Time Leasing Consultant Salary: $22 to $24 per hour About the Position We’re looking for a talented leasing consultant who will be responsible for coordinating all activities related to apartment rentals, move-ins, move-outs, and lease renewals. The leasing...Hourly payPart timeWork at officeLocal areaHirebridge
Kennewick, WA2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
Related searches