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 #J-18808-Ljbffr
- ...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....Suggested
- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in Kirkland, Washington. The successful candidate will engage with clients to understand their financial objectives and provide tailored advice that aligns with their goals...Suggested
- ...Financial Counselor Position Fairfax Behavioral Health, founded in 1930, is a private, free-standing mental health hospital that specializes in psychiatric and detox treatment. We strive to meet and respond to the needs of our community by offering a continuum of care...SuggestedWork at office
$21 - $25 per hour
...Financial Aid Advisor Kenmore Campus, Washington - Kenmore, WA Overview Salary Range $21.00 - $25.00 Hourly Position Type Temporary Job Shift Hybrid Financial Aid Advisor Position Summary: This role serves as a primary point of contact for students while...SuggestedHourly payTemporary workLocal areaShift work3 days per week- ...psychiatric treatment programs with successful outcomes. For more information, please visit us at Position Summary: The Financial Counselor is responsible for verifying benefits and eligibility for potential and actual patient admissions, for completing the...SuggestedWork at officeLocal area
- ...Fidelity Investments in Redmond, WA is seeking a Financial Consultant to engage face-to-face with clients at the Investor Center, offering mentorship and customized planning. You will leverage Fidelity's client base, strong resources, and onboarding support to expand...
- ...the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial... ...and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing...
$92.22k - $106.1k
....We are looking for an experienced and client-focused Workday Consultant to join our team. As a key member of the team, you will have an... ...wear multiple hats and help shape the vision for our Workday Financials Practice. You will be responsible for implementing Workday solutions...Full timeContract workLocal areaFlexible hours$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...Hourly payFull timeWork at officeImmediate startShift workDay shift$100k - $300k
...Generations Home Loans is seeking professionals with a financial services background who are interested in applying their client... ...a related field, this opportunity offers a path to use your consultative skills in a purchase-focused mortgage environment. This...$68.64k - $80k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients... ...assigned Branches. Responsibilities: Utilizing a consultative, holistic approach, sales process, and assessment tools where...Work at officeLocal area- ...Regional Field Recruiter 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 is a fraternal financial services organization built to help...Full timeLocal area
- ...anticipated to remain open for 30 days, from 29-Jun-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
- ...the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial... ...and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing...
$1,000 - $2,000 per month
...AO Garcia Agency is seeking qualified candidates to work in the financial services industry on a part-time, fully remote basis. With the potential to earn an additional $1,000-$2,000 each month, this position provides a unique opportunity to enhance your household finances...Part timeRemote work$25 - $38.46 per hour
...the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial... ...of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required)...Hourly payWork experience placementImmediate startDay shift$160k - $210k
...Position Title: Private Banker We are partnering with a highly respected financial institution that is expanding its Private Banking team throughout the Western United States. This is an opportunity to work with affluent individuals, business owners, and trusted advisors...$25 - $27.88 per hour
...transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of their financial and life priorities and connecting them to solutions that meet the financial goals. Responsibilities Executes the bank’s risk...Hourly payShift workWeekend workDay shift- ...educating clients on self-service options and handling routine cash transactions. You will engage clients in the lobby, learn their financial needs, and connect them with appropriate solutions. You will collaborate with teammates to deliver exceptional client experiences,...
- WaFd Bank is hiring a Personal Banker in Kirkland, WA. In this role, you'll build client relationships and provide banking solutions, including opening new accounts and originating loans. The ideal candidate will possess strong communication skills, a high school diploma...Work at office
$22.33 - $33.18 per hour
...Address: 13633 100th Ave NE, Kirkland, WA Salary USD $22.33/Hr. – USD $33.18/Hr. Job 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 is...Work at office$22.74 - $34.12 per hour
...Salary Range: $22.74 To $34.12 Hourly Help Our Members Build Dreams and Change Lives At Harborstone Credit Union, we're more than a financial institution—we're a team dedicated to helping our members achieve financial well-being and creating opportunities that last for...Hourly pay$25 - $26.77 per hour
...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....Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...Support and Training Paid training – Get registered and licensed and learn how to be an associate financial advisor with the industry ’s top training program A support network that extends beyond your branch office and includes headquarters assistance via phone, email and...Full timeTemporary workWork at officeLocal areaFlexible hours
$70.35k - $205.8k
...changing solutions in our inclusive culture that values diversity of ideas, experiences and backgrounds. You are a confident Consultant who spots and stays ahead of the SAP platform, industry and Finance trends and knows how to translate client goals into clear and...Work experience placementLive inWork at officeLocal area$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$23.39 - $35.78 per hour
...Description Patient Financial Counselors are part of a team who has direct interaction with patients and their families either on the phone or in person. They are responsible for easing the way in resolution of patient accounts through financial clearance, payment...Minimum wageFull timeWork at officeLocal areaShift work$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- ...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
$45k - $100k
...anticipated to remain open for 30 days, from 06-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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
- associate corporate finance Bothell, WA
- financial planning assistant Bothell, WA
- financial advisor associate Bothell, WA
- wealth advisor Bothell, WA
- financial planning administrator Bothell, WA
- financial advisor Bothell, WA
- financial counselor Bothell, WA
- finance associate Bothell, WA
- estate planning consultant Bothell, WA
- financial planning associate Bothell, WA

