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

Career-Transition Partnership - For Financial Advisors Approaching Retirement

WealthBridge Financial Group

Overview 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. Qualifications 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. Demonstrated 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

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Career-Transition Partnership - For Financial Advisors Approaching Retirement in Olympia, WA vacancy
  •  ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our...  ..., including investment opportunities, retirement planning, and wealth management strategies...  ...programs and mental health resources Career growth opportunities and ongoing training... 
    Partnership
    Retirement

    WealthBridge Financial Group

    Lacey, WA
    1 day ago
  • $50k

     ...Join a financial services firm where your contributions...  ...and 20,000 financial advisors across the U.S. and Canada...  ...at the center of our partnership. Edward Jones...  ...to start or build your career. View our Purpose,...  ...Edward Jones offers a 401k retirement plan, and tax-advantaged... 
    Partnership
    Retirement
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Olympia, WA
    3 days ago
  • $725 per month

     ...help advance your career. Our most...  ...leads from medical, financial, and legal professionals...  ...'s unique approach to sales, the systems...  ..., courage, partnership and trust drive everything...  ...insurance and retirement plans are...  ...program. Veterans, transitioning active duty military... 
    Partnership
    Retirement
    Hourly pay
    Full time
    Temporary work
    Part time
    Work at office
    Local area
    Flexible hours

    Brookdale Hockessin

    Olympia, WA
    14 hours ago
  • $725 per month

     ...help advance your career. Our most...  ...leads from medical, financial, and legal professionals...  ...'s unique approach to sales, the systems...  ..., courage, partnership and trust drive everything...  ...insurance and retirement plans are...  ...program. Veterans, transitioning active duty military... 
    Partnership
    Retirement
    Hourly pay
    Full time
    Temporary work
    Part time
    Work at office
    Local area
    Flexible hours

    Brookdale Senior Living

    Olympia, WA
    3 days ago
  • $65k - $80k

     ...years, AMBA has served retired public servants by...  ...Work: Help protect the financial security and peace of...  ...retirees who spent their careers serving others. Entrepreneurial...  ...a consultative sales approach to assist retirees in...  ...today to explore a partnership with AMBA and build a... 
    Partnership
    Retirement
    Full time
    For contractors
    Local area

    AMBA

    Olympia, WA
    1 day ago
  • $17.13 per hour

     ...education, job placement, and career pathway services. We do our...  ...donations, purchases, and partnerships that make our mission possible...  ...your dependents ~401(k) Retirement Plan ~ Vacation (1-4 Years...  ...resolve issues; positive can-do approach; and ability to build... 
    Partnership
    Retirement
    Hourly pay
    Part time

    Goodwill of the Olympic and Rainier Region

    Olympia, WA
    2 days ago
  •  ...families, you will focus on financial plans that are constantly...  ...program designed for veterans, transitioning service members and...  ...grow a successful Financial Advisor career. Sponsorship: First Command...  ...itself, cannot assure that retirement or other financial goals will... 
    Retirement
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command

    Dupont, WA
    4 days ago
  • $108k - $118k

     ...and are looking for your next career move, apply now! Job...  ...Provides consultative HR approach to the business including but...  ...and initiatives Formulates partnerships across the enterprise to deliver...  ...insurance, as well as 401k retirement account access. Employees in... 
    Partnership
    Retirement
    Full time
    Apprenticeship
    Local area
    Remote work
    Worldwide

    CAI

    Olympia, WA
    4 days ago
  • $122.7k - $175.28k

     ...commercial growth for EBSCO’s AI partnership offerings across corporate...  ...frameworks, and discovery approaches that improve field readiness...  ...spending accounts   -Retirement Savings Plan -Paid Parental...  ...Talent Community ( Early Career/Intern Talent Community Software... 
    Partnership
    Retirement
    Full time
    Internship
    Work at office
    Local area
    Remote work
    Worldwide
    Flexible hours

    EBSCO Information Services

    Olympia, WA
    4 days ago
  • $97.5k - $131.63k

     ...approximately $500k--2M or transition/ transformation for a...  ...to customers on a partnership basis. Maintains and uses...  .... Serve as a trusted advisor to customer business...  ...Fidelity 401(k) and Roth Retirement Savings with matching...  ..., you’ll enjoy your career with us! Companies around... 
    Partnership
    Retirement
    Remote work
    Worldwide

    Rocket Software

    Olympia, WA
    1 day ago
  • $90k - $105k

     ...driven commercial and financial decisions • Match...  ...output schema in close partnership with data scientists,...  ...&D Benefits • 401k Retirement Plan with Company...  ...located at norstella.com/careers. If a role is not...  ...caution if a third-party approaches them about an open... 
    Partnership
    Retirement
    Full time
    Temporary work
    Work at office
    Local area
    Remote work
    Flexible hours

    Norstella

    Olympia, WA
    1 day ago
  • $97.5k - $209.5k

     ...timelines. **Collaboration& Partnership:** -Collaborates...  ...for alternative approaches and methods for continued...  ...Purchase Plan 14. Financial planning and group legal...  ...job remains posted. Career Level - IC4 **About Us...  ...life insurance, and retirement options. We also encourage... 
    Partnership
    Retirement
    Temporary work
    Immediate start
    Flexible hours
    Shift work

    Oracle

    Olympia, WA
    3 days ago
  • $121.5k - $306.4k

     ...reliability. Defines approaches for incident response...  .... Collaboration & Partnership: -Role models leading...  ...Purchase Plan # Financial planning and group legal...  ...remains posted. Career Level - M4 About Us...  ...life insurance, and retirement options. We also encourage... 
    Partnership
    Retirement
    Temporary work
    Flexible hours

    Oracle

    Olympia, WA
    4 days ago
  • $126.2k - $264.1k

     .... Collaboration & Partnership: -Influences cross-...  ...effectiveness of updated approaches and methods for...  ...Stock Purchase Plan # Financial planning and group...  ...job remains posted. Career Level - IC5 About Us...  ...life insurance, and retirement options. We also encourage... 
    Partnership
    Retirement
    Contract work
    Temporary work
    For contractors
    Flexible hours
    Shift work

    Oracle

    Olympia, WA
    2 days ago
  • $102.3k - $209.5k

     .... Collaboration & Partnership: -Collaborates across...  ...for alternative approaches and methods for continued...  ...Purchase Plan # Financial planning and group legal...  ...remains posted. Career Level - IC4 About Us...  ...life insurance, and retirement options. We also encourage... 
    Partnership
    Retirement
    Contract work
    Temporary work
    For contractors
    Flexible hours
    Shift work

    Oracle

    Olympia, WA
    2 days ago
  • $46.84 - $76.79 per hour

     ...individuals to successfully transition into our communities....  ...Corrections values partnership and trust. We foster...  ...year ~ Generous retirement plan ~ Flex...  ...more than just your career. Like everyone, your...  ...maintain health and financial security. That's why... 
    Partnership
    Retirement
    Hourly pay
    Full time
    Part time
    Local area
    Long distance
    All shifts
    Shift work
    Night shift
    Day shift
    Afternoon shift

    State of Washington

    Olympia, WA
    4 days ago
  • $8,460 per month

     ...to know". Transition and Release....  ...as the chair, lay advisor, or referring mental...  ...Corrections values partnership and trust. We...  ...year ~ Generous retirement plan ~ Flex Spending...  ...than just your career. Like everyone,...  ...health and financial security. That's... 
    Partnership
    Retirement
    Permanent employment
    Full time
    Part time
    Long distance
    Shift work
    Weekend work

    State of Washington

    Olympia, WA
    1 day ago
  • $114.6k - $234.6k

     ...audit coordination, service transition, and steady-state support...  ..., and cross-functional partnership. Long-term career development across...  ...Stock Purchase Plan # Financial planning and group legal...  ...medical, life insurance, and retirement options. We also encourage... 
    Partnership
    Retirement
    Temporary work
    Work at office
    Remote work
    Flexible hours
    Shift work

    Oracle

    Olympia, WA
    5 days ago
  • $98.2k - $209.5k

     ...site launches, expansions, transitions, remediation projects,...  ...improvement, and cross-functional partnership. Long-term career development across cloud...  ...Stock Purchase Plan # Financial planning and group legal...  ..., life insurance, and retirement options. We also... 
    Partnership
    Retirement
    Temporary work
    Work at office
    Local area
    Remote work
    Flexible hours
    Shift work

    Oracle

    Olympia, WA
    5 days ago
  •  ...physician led institute with multi-specialty partnership with Cardiothoracic surgery, vascular...  ...-tier benefits : Medical, dental, CME, retirement plans, and malpractice insurance (...  ...recharge and maintain work/life balance. Career growth : Student loan repayment,... 
    Partnership
    Retirement
    Relocation
    Shift work

    MultiCare Health System, Inc.

    Olympia, WA
    22 hours ago
  • $200k

     ...environment for high-quality dentistry and career development. Position Highlights...  ...digital X-ray, Nobel implant system ~ Partnership and equity opportunity available...  ...education and licensing support ~401(k) retirement plan with company contribution ~ PTO package... 
    Partnership
    Retirement
    Full time
    Private practice
    Relocation package

    Dental Team Finder

    Olympia, WA
    1 day ago
  • $85k - $100k

     ...judgment, and a technology‑forward, strategic approach to driving efficient and consistent...  ...and preparing production packages), in partnership with counsel and internal stakeholders....  ...accounts, health savings accounts, retirement savings plans, life, and disability insurance... 
    Partnership
    Retirement
    Minimum wage
    Flexible hours

    Cushman & Wakefield

    Olympia, WA
    3 days ago
  • $163.5k - $173.47k

     ...communication, and partnership skills to...  ...innovative analytical approaches, and translate complex...  ...As a trusted advisor and representative...  ..., the Office of Financial Management, the Legislature...  ...~ Generous retirement plan ~ Flex...  ...more than just your career. Like everyone,... 
    Partnership
    Retirement
    Permanent employment
    Full time
    Contract work
    Part time
    Work at office
    Remote work
    Work from home
    Shift work

    State of Washington

    Olympia, WA
    22 hours ago
  • $93.94k - $122.54k

     ...Exchange is a public-private partnership that operates...  ...use an intersectional approach to address all forms of...  ...around more than just your career. Like everyone, your...  ...maintain health and financial security. That's why choice...  ...of health and retirement plans, paid leave, staff... 
    Partnership
    Retirement
    Permanent employment
    Full time
    Contract work
    Part time
    Work at office
    Immediate start
    Remote work
    Monday to Friday
    Flexible hours
    Shift work

    State of Washington

    Olympia, WA
    2 days ago
  • $80.17k - $90k

     ...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial...  ...advisor to provide an advice-based approach to financial solutions for an assigned...  ...of each customer. Establish a strong partnership with Retail Branch Managers and... 
    Partnership
    Work at office
    Local area

    LPL Financial

    Olympia, WA
    1 day ago
  •  ...your earned wages before payday, via our partnership with Stream Flexible work schedules Leaders invested in your training, career growth & development Health and welfare benefits...  ...7‑9 days annually), bereavement pay, and retirement benefits (pension and/or 401(k)... 
    Partnership
    Retirement
    Minimum wage
    Local area
    Flexible hours

    Randalls

    Olympia, WA
    3 days ago
  •  ...join a collaborative group offering early partnership potential, excellent work-life balance,...  ...including medical, dental, vision, and retirement The compensation amounts listed may include...  ...an exceptional place to build both a career and a life. Equal Opportunity... 
    Partnership
    Retirement
    Full time
    H1b
    Work at office
    Relocation package
    Shift work
    Weekend work
    Day shift

    Provider Solutions & Development

    Olympia, WA
    2 days ago
  •  ...50 states, both through direct client partnerships and via national MSP programs. From health...  ...so that you can focus on building your career. During your assignment, you’ll have...  ...assistance programs \n Referral bonus \n 401k retirement plan \n Holiday Pay \n Weekly pay \n \n... 
    Partnership
    Retirement
    Weekly pay
    16 hours
    Contract work
    Local area
    Immediate start
    Relocation
    Shift work
    Afternoon shift

    HealthCare Support

    Olympia, WA
    1 day ago
  •  ...your earned wages before payday, via our partnership with Stream • Flexible work schedules...  ...• Leaders invested in your training, career growth & development • Health and welfare...  ...-9 days annually), bereavement pay, and retirement benefits (pension and/or 401(k) eligibility... 
    Partnership
    Retirement
    Minimum wage
    Local area
    Flexible hours

    Albertsons

    Olympia, WA
    3 days ago
  • $4,633 - $6,229 per month

     ...programs and community partnerships forward. This role is...  ...agile, creative approaches to meet the distinct...  ...more than just your career. Like everyone, your...  ...maintain health and financial security. That's why...  ...selection of health and retirement plans, paid leave, staff... 
    Partnership
    Retirement
    Permanent employment
    Full time
    Part time
    Work experience placement
    Work at office
    Local area
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work

    State of Washington

    Olympia, WA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Career-Transition Partnership - For Financial Advisors Approaching Retirement. Be the first to apply!