Financial Consultant
WealthBridge Financial Group
Job Description
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
Vacancy posted 7 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Lakewood, WA vacancy
- ...Job Description 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...Suggested
WealthBridge Financial Group
Tacoma, WA6 days ago $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...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Tacoma, WA3 days ago- ...What you’ll do: As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals. You will provide guidance to military families on managing day-to-day finances, building...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command
Lakewood, WA4 days ago $61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Tacoma, WA1 day ago$61k - $119k
...Financial Advisor Opportunity 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...SuggestedFor contractorsWork at office$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Tacoma, WA2 days ago$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaUnavailable
Tacoma, WA4 days ago$80k - $90k
...life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients... ...your success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and...Interim roleWork at officeLocal areaImmediate startShift workDay shiftBank of America
Tacoma, WA4 days ago$19.23 - $28.37 per hour
...needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts... ...building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required) Experienced...Hourly payFull timeWork experience placementWork at officeFlexible hoursDay shift- ...Financial Services Counselor Our organization works with partner companies to source qualified talent for their open roles. The... ...may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting...Contract workWork at office
$80.17k - $90k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients... ...all assigned Branches. Responsibilities: Utilizing a consultative, holistic approach, sales process, and assessment tools where...Work at officeLocal area$58.44k
...Personal Financial Counselor, PFC- Camp Murray, WA This position will provide personal financial services at assigned military installations... ...may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff,...Contract workTemporary workWork at office$19.5 - $20 per hour
...organization! Our Lakewood Branch , in Lakewood, WAis seeking a temporary bank teller (June 2026 to Sept 2026) to help customers meet their financial goals by providing exceptional customer service while handling routine financial transactions. Typical full-time schedule is...Hourly payFull timeTemporary workSummer workWork at officeFlexible hoursShift workHeritage Bank
Lakewood, WA4 days ago$18 per hour
...Military Personal Banker Military Personal Bankers are front-line associates who deliver solutions that help our clients achieve financial freedom and peace of mind. Military Personal Bankers achieve this vision by building professional relationships with clients and...Hourly payFull timeTemporary workBank staffFlexible hours$20 - $22.5 per hour
...You’ll Do:Teller (Member Service Representative):Responsibilities:As the first point of contact, you will assist our members with financial transactions, respond to inquiries, build relationships, and provide information on account status, balances, and loan details to...Permanent employmentMonday to FridayShift workSound Credit Union
Tacoma, WA2 days ago$44.04 - $66.06 per hour
...decisions makers. Requirements: ~4+ years of experience in the business credit and underwriting field required, preferably in a financial institution. ~ High School Diploma or equivalent required. ~ Bachelor's degree preferred. In addition: Must be...Hourly payFull timeRemote workMonday to FridayShift work$20 - $22 per hour
...Continuously 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 and...Night shiftColumbia Bank (WA, OR & ID)
Tacoma, WA3 days ago- ...DCS is searching for a performance‑driven Risk Manager to support US Army programs. A focus on either Analytical, Financial, logistics, engineering, technical support and/or management of advanced networks for military vehicles and equipment. We’re seeking individuals...
DCS Corp
Tacoma, WA4 days ago $75k - $100k
? Remote Insurance & Financial Services Agent (Licensed Preferred) – Commission-Based | Synergy Financial Location: Remote (U.S. Based... ...Services, Life Insurance, Annuities, Wealth Management, Consulting ✅ Are You an Entrepreneurial Professional with a Passion for...Full timeContract workStart working todayRemote workWork from home- Job Description 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...Full timeWork experience placementFlexible hours
- ...Job Title Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person... ...outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions...
- ...candidate will solicit the sale of bank services to businesses. Other duties and responsibilities include collecting and analyzing financial data to determine the creditworthiness of the prospect. Provide secured financing solutions in support of working capital...Local area
MRINetwork Jobs
Tacoma, WA6 days ago - ...Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5-star Bank in Washington State by Bauer Financial, an independent bank rating firm. POSITION SUMMARY A Personal Banker is responsible for selling a full range of banking services...Bank staff
1st Security Bank
Puyallup, WA2 days ago $22 - $26 per hour
...Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5-star Bank in Washington State by Bauer Financial, an independent bank rating firm. POSITION SUMMARY A Personal Banker is responsible for selling a full range of banking services...Bank staffWork at office1st Security
Puyallup, WA3 days ago$18 - $30 per hour
Loan Support Specialist II The Loan Support Specialist II is responsible for the servicing of consumer, small business, SBA and commercial loan servicing within an environment of high work volumes and established deadlines. Works on assignments that are complex in nature...Bank staffWork at officeImmediate start$18 - $30 per hour
Loan Support Specialist III The Loan Support Specialist III is responsible for the servicing of consumer, small business, SBA and commercial loan servicing within an environment of high work volumes and established deadlines. Works on assignments that are highly complex...Bank staffImmediate start$18 - $20 per hour
Food Bank Assistant provides support to Eloise Cooking Pot and the food bank manager. On a daily basis, the Food Bank Assistant will help organize and clean the food bank, assist clients, organize incoming and outgoing deliveries, and check in clients. Responsibilities...Temporary workWork experience placementFlexible hoursMaking A Difference foundation
Tacoma, WA2 days ago- ...is not an immediate opening for every location listed***** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$36.46 - $48.07 per hour
...Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5 star Bank in Washington State by Bauer Financial, an independent bank rating firm. Position Summary Responsible for selling a full range of banking services and products...Hourly payBank staffWork at officeLocal area- ...Alternate titles: Financial Advisor Retirement Transition Sell Your Book of Business Financial Advisor Succession Partnership Advisor Book Acquisition Location: United States (nationwide; in-person client continuity preferred in the advisor’s existing market) Engagement...Full timeFlexible hours
WealthBridge Financial Group
Tacoma, WA5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
Related searches
- financial planner Lakewood, WA
- financial planning associate Lakewood, WA
- financial advisor associate Lakewood, WA
- jde finance consultant Lakewood, WA
- finance associate Lakewood, WA
- estate planning consultant Lakewood, WA
- financial planning assistant Lakewood, WA
- financial counselor Lakewood, WA
- financial advisor Lakewood, WA
- financial associate Lakewood, WA