Financial Advisor - Washington (Career Changer / New to Industry)

WealthBridge Financial Group

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.

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

Apply

Vacancy posted 4 days ago

Similar jobs that could be interesting for youBased on the Financial Advisor - Washington (Career Changer / New to Industry) in Lakewood, WA vacancy

Financial Advisor - Washington (Career Changer)
$10k - $49.99k
Alternate titles: Financial Advisor Trainee Seattle Insurance Agent Career Washington Wealth Management Career... ...driven Washington career changers into financial... ...framework: WealthBridge’s New Associate Program follows... ...work‑life balance. Industry‑leading, production‑tiered...
Suggested
Contract work
For contractors
Traineeship
Self employment
Work at office
Local area
Flexible hours
WealthBridge Financial Group
Tacoma, WA
4 days ago
Financial Planner Career Changer Opportunity
...developing the next generation of financial representatives, ranked the... ...office in the country for new advisor success (revenue) twice in... ...and professionally. Why Career Changers Could Thrive Here: You... ..., Tottenham Hotspur, and Washington State athletics. He also...
Suggested
Full time
Internship
Seasonal work
Work at office
Visa sponsorship
Flexible hours
Northwestern Mutual - Puget Sound
Tacoma, WA
3 days ago
Financial Advisor
...Bankers Life® Financial Advisors help clients live more and worry less through... ...solutions with help from industry-leading training, mentors, and... ...and CFP® Inclusive culture, career long mentorship, and the... ...different viewpoints bring new successes! Please visit our...
Suggested
Work at office
Flexible hours
Bankers Life
University Place, WA
1 day ago
Financial Solutions Advisor - Consumer Investments - Ocean Market
...a common purpose to help make financial lives better through the power... ...America will give you a great career with opportunities to learn, grow... ...and engages potential new clients through referrals or financial... ...experience in the investments industry, including investment training...
Suggested
Full time
Temporary work
Day shift
Bank of America
Lakewood, WA
18 hours ago
Assignment Ready Counselor (ARC) Personal Financial Counselor, - Washington
$58.44k
...Tacoma WA 98433 PFC Washington Camp Murray Remote WA Oak Harbor 9... ...the full breadth of personal financial counseling services to military... ...deployment, and personal and career events outlined in DoDI 1322.... ...in the health care industry and in the communities where...
Suggested
Contract work
Temporary work
Part time
Work experience placement
Work at office
Remote work
Work from home
Home office
Magellan Health
Tacoma, WA
3 days ago
Assignment Ready Counselor (ARC) Personal Financial Counselor, - Washington
$53.13k
Assignment Ready Counselor (ARC) Personal Financial Counselor, - Washington page is loaded Assignment Ready... ...post-deployment, and personal and career events outlined in DoDI 1322.34. Responds... ...a difference in the health care industry and in the communities where we work...
Contract work
Temporary work
Part time
Work experience placement
Work at office
Remote work
Work from home
Home office
Magellan Health
Tacoma, WA
18 hours ago
Financial Advisor
$61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern Mutual... ...your client base by making new connections, maintaining a... ...development throughout your career. That starts with our award-winning... ...program, you'll hear from industry experts, learn the art of...
For contractors
Work at office
Northwestern Mutual Life Insurance Company
Tacoma, WA
1 day ago
Financial Advisor
$61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern Mutual... ...your client base by making new connections, maintaining a... ...development throughout your career. That starts with our award-winning... ...program, you'll hear from industry experts, learn the art of...
Full time
Contract work
For contractors
Work at office
Northwestern Mutual
Tacoma, WA
18 hours ago
Financial Advisor
...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors... ...If you're exploring what's next in your career, First Command offers a path to become a... ...will engage with the community to bring new clients to First Command, with the...
Hourly pay
Temporary work
For contractors
Traineeship
Work at office
Local area
Home office
First Command Financial Services
Lakewood, WA
2 days ago
Senior Financial Solutions Advisor -Northwest Region
$15 per hour
...Financial Solutions AdvisorAt Bank of America, we are guided... ...will give you a great career with opportunities to... ...of Financial Advisors—those with a passion for... ...optimize your practice as the industry evolves and changes.Leadership... ...to learn, adapts to new information and seeks...
Work at office
Immediate start
Shift work
Day shift
Bank of America
Gig Harbor, WA
1 day ago
Associate Advisor Consultant, Washington State/Oregon
$70k
...Washington State In-Market Internal Wholesaler New York Life Investments is offering a distinctive... ...-person meetings with financial advisors and traditional... ...market experience, and career advancement. As a Washington... ...innovations, and industry shifts to provide...
Work at office
Work from home
Home office
Shift work
New York Life
Tacoma, WA
18 hours ago
Relationship Banker
...Relationship Banker Puyallup, Washington;Olympia, Washington;... ...to applying for any new position.... ...purpose to help make financial lives better through the... ...opportunity to succeed, build a career and contribute to our... ...of financial services industry, products and...
Work at office
Flexible hours
Shift work
Weekend work
Day shift
Bank of America
Gig Harbor, WA
1 day ago
Financial Advisor
...Join to apply for the Financial Advisor role at First Command Financial Services, Inc. Job Description... ...They engage with the community to bring new clients to First Command, with the... ...and grow a successful Financial Advisor career. We will sponsor your pursuit of full registration...
Hourly pay
Minimum wage
Temporary work
For contractors
Traineeship
Work at office
Local area
Home office
First Command Financial Services
Dupont, WA
3 days ago
SBA Loan Specialist
$66.85k - $100.28k
...is open to hybrid work within the Washington Trust Bank footprint of WA, ID... ...Relationship Managers. Keeps abreast of new products, methods/techniques, key industry trends, conditions and changes in... ..., product knowledge, and financial analysis. Knowledge of government...
Self employment
Live in
Local area
Washington Trust Bank
Lakewood, WA
4 days ago
Trust Portfolio Manager
$102.36k - $190k
...Identify and cultivate new trust business... ....Ability to interpret financial statements and market... ...preferred.5 years of industry work experience, required... ...let us know by email: careers@columbiabank.com.To Staffing... ...Jordan, Utah; Tacoma, Washington; San Diego, California...
Full time
Work experience placement
Work at office
Immediate start
Columbia Bank
Tacoma, WA
3 days ago
Financial Solutions Advisor- South Puget Sound Area
...a common purpose to help make financial lives better through the power... ...America, you can build a successful career with opportunities to learn,... ...and engages potential new clients through referrals or financial... ...in the investments industry, including investment training...
Temporary work
Work at office
Immediate start
Monday to Friday
Shift work
Day shift
Bank of America Corporation
Tacoma, WA
more than 2 months ago
SBA Loan Officer
$138.57k - $207.85k
Description Why Join Washington Trust Bank as an SBA Loan Officer? Are you passionate... ...Managers. Keeps abreast of new products, methods/techniques, key industry trends, conditions and changes in... ..., product knowledge, and financial analysis. Knowledge of government...
Self employment
Local area
Washington Trust Bank
Lakewood, WA
3 days ago
College Financial Representative, Internship Program
$1,000 per month
...Northwestern Mutual College Financial Representative... ...Financial Representative career, allowing you to:Learn... ...Financial Representative or Advisor role upon graduation.... ...digital experience and industry-leading products to give... ...viewpoints bring new successes. We strive to...
Full time
Contract work
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual
Tacoma, WA
1 day ago
Financial Advisor for Military Families | Flexible Schedule
First Command is looking for a Financial Advisor to support military families in developing effective financial plans. This role involves engaging... ...you are fully equipped to succeed. Enjoy flexibility in your career while potentially earning competitive commissions and salary...
Flexible hours
First Command
Lakewood, WA
18 hours ago
Military Family Financial Advisor: Flexible, Independent
First Command is looking for a Financial Advisor in DuPont, Washington. In this role, you will guide military families in financial planning and help... ...military spouses, ensuring a path to success in a rewarding career. Compensation begins with an hourly wage transitioning...
Hourly pay
Flexible hours
First Command
Dupont, WA
18 hours ago
Strategic Financial Consultant for Wealth & Retirement
WealthBridge Financial Group is looking for a results-oriented Financial... ...to join its team in Tacoma, Washington. In this role, you will... ...analytical tools and collaborate with industry experts to deliver... ...ongoing training support for career growth. #J-18808-Ljbffr WealthBridge...
WealthBridge Financial Group
Tacoma, WA
18 hours ago
Personal Banker
$20 - $24 per hour
...Tacoma, Washington Full time JR103249 About the Role: The... ...Standards. They will acquire new and expand existing relationships... ...and prospects in client financial review(s) and business financial... ...premier banker programs. Career Growth: Clear paths to achieve...
Full time
Local area
Immediate start
Columbia Bank (WA, OR & ID)
Tacoma, WA
2 days ago
Licensed Private Client Banker
$24.52 - $37.5 per hour
...Boulevard - Gig Harbor, Washington 98332 Job Summary Be a... ...solver, trusted advisor, and partner to the people... ...plan‑based approach to financial advice. As a PCB, you... ...assets. The PCB helps new and existing clients achieve... ...) FINRA Security Industry Essentials (SIE) Upon...
Hourly pay
Work experience placement
Immediate start
Day shift
Key Bank
Gig Harbor, WA
1 day ago
Relationship Banker
$25 - $26.77 per hour
...a common purpose to help make financial lives better through the power... ...opportunity to succeed, build a career and contribute to our shared... ...in identifying solutions for new and existing clients based on... ...knowledge of financial services industry, products and solutionsOne year...
Hourly pay
Work at office
Flexible hours
Weekend work
Day shift
Bank of America
Gig Harbor, WA
18 hours ago
Personal Banker
$21.81 per hour
...Summary Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support your career in finance? Your search is over... WaFd Bank... ...their needs, and provide solutions. Open new accounts, onboard new relationships,...
Work at office
WaFd Bank
University Place, WA
1 day ago
College Financial Representative, Internship Program - 2026-25658 - Tacoma, Washington
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual... ...our full-time Financial Representative career, allowing you to: Learn how to... ...a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications...
Full time
Internship
Local area
Flexible hours
Northwestern Mutual
Tacoma, WA
2 days ago
Financial Advisor
...WealthBridge Financial Group is seeking self-motivated individuals to join our Washington program as independent contractors. You will design comprehensive financial plans, guide clients through life insurance, investments, and retirement strategies, and build your own...
For contractors
WealthBridge Financial Group
Tacoma, WA
18 hours ago
Licensed Financial Solutions Advisor - Start Your Advisory Career
Bank of America is seeking a Financial Solutions Advisor Stage I to start by obtaining necessary securities licenses and then build foundational advisory skills for client relationships. The role progresses to a financial center with opportunities across Bank of America...
Work at office
Flexible hours
Bank of America
Tacoma, WA
1 day ago
Bank Teller
$20 - $22.88 per hour
...committed to delivering exceptional financial services to our customers.... ...is fully onsite in Puyallup, Washington. The Puyallup South Hill... ...experience in a financial services industry - required.High school... ...ability to adapt to and learn new technologies quickly.Computer...
Full time
Work at office
Monday to Friday
Flexible hours
Shift work
Heritage Bank
Puyallup, WA
5 days ago
Bank Teller
$20 - $22.88 per hour
...committed to delivering exceptional financial services to our customers.... ...is fully onsite in Puyallup, Washington. The Puyallup South Hill... ...in a financial services industry - required. High school diploma... ...to adapt to and learn new technologies quickly. Computer...
Hourly pay
Full time
Part time
Work at office
Monday to Friday
Flexible hours
Shift work
Heritage Bank
Puyallup, WA
2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor - Washington (Career Changer / New to Industry). Be the first to apply!