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

Financial Consultant: Wealth & Retirement Planner

WealthBridge Financial Group

WealthBridge Financial Group in Everett, WA is seeking a results-oriented Financial Consultant to help clients understand their financial objectives and offer tailored strategies across investments, retirement planning, and wealth management. You will use advanced financial tools and collaborate with a network of professionals to deliver practical solutions. The role emphasizes building long-term client relationships and delivering exceptional service. #J-18808-Ljbffr WealthBridge Financial Group

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant: Wealth & Retirement Planner in Everett, WA vacancy
  • $68.64k - $80k

     ...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs...  ...assigned Branches. Responsibilities: Utilizing a consultative, holistic approach, sales process, and assessment tools... 
    Suggested
    Work at office
    Local area

    LPL Financial

    Everett, WA
    5 days ago
  • J.P. Morgan Chase in the United States seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial guidance and personalized investment solutions for individuals and families. You will build lasting client relationships, provide advised... 
    Suggested

    Next Frontier Capital

    Everett, WA
    5 days ago
  • Charles Schwab is seeking a Financial Consultant to provide wealth management and financial planning to our existing client base. You will build lasting...  ...growth, client service, and long-term planning across retirement, education, and estate planning. #J-18808-Ljbffr... 
    Suggested

    Charles Schwab

    Lynnwood, WA
    14 hours ago
  • Charles Schwab in Lynnwood, WA is seeking a Financial Consultant to provide wealth management and financial planning to existing Schwab clients. You’ll build trusted relationships, offer guidance, and help clients pursue their financial goals. Over time, you’ll grow your... 
    Suggested

    Charles Schwab

    Lynnwood, WA
    5 days ago
  • WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team, engaging with clients to understand their financial objectives...  ..., including investment opportunities, retirement planning, and wealth management strategies. As a Financial... 
    Suggested

    WealthBridge Financial Group

    Everett, WA
    14 hours ago
  • $80k - $90k

    Bank of America is seeking a Financial Advisor for its Advisor Development Program at Merrill Wealth Management in Everett, WA. This role focuses on developing client relationships and providing tailored investment recommendations to high-net worth individuals. Successful... 

    Bank of America

    Everett, WA
    2 days ago
  • A financial services firm in Lynnwood is seeking a Wealth Advisor to deliver tailored financial solutions and services. Successful candidates will be highly motivated self-starters with strong investment sales experience in a financial institution. This role requires maintaining... 

    LPL Financial

    Lynnwood, WA
    2 days ago
  • JPMorganChase is seeking a Financial Advisor in Everett, WA, to provide personalized investment solutions while fostering a diverse work environment. This role requires at least 2 years of financial services experience, along with valid Series 7 and 66 licenses. The candidate... 

    JPMorganChase

    Everett, WA
    2 days ago
  •  ...Wealth Advisor LPL Financial collaborates with credit unions 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... 
    Work at office
    Local area

    LPL Financial

    Lynnwood, WA
    4 days ago
  • Charles Schwab is hiring a Financial Consultant who will provide wealth management and financial planning advice to existing clients. This position requires a valid FINRA Series 7 license and entails growing client practices through relationship management and networking... 

    Charles Schwab

    Lynnwood, WA
    4 days ago
  • A leading global financial services firm located in Everett, WA seeks a Private Client Advisor to offer comprehensive financial planning and investment solutions to a diverse range of clients. Ideal candidates will have at least 2 years experience in financial advisory... 

    JPMorgan Chase & Co.

    Everett, WA
    3 days ago
  • $24.52 - $37.5 per hour

    A prominent financial institution is seeking a Private Client Banker in Marysville, WA, to manage relationships with clients possessing up to $2M in assets. The role involves providing personalized financial solutions, developing client relationships, and ensuring compliance... 
    Hourly pay

    KeyBank

    Marysville, WA
    14 hours ago
  •  ...WealthBridge Financial Group is seeking a results-oriented  Financial Consultant to join our team. In this position, you will engage with clients to understand...  ..., including investment opportunities, retirement planning, and wealth management strategies. As a Financial... 

    WealthBridge Financial Group

    Everett, WA
    3 days ago
  •  ...Advisor Development Program - Financial Advisor: Greater Seattle...  ...Job Description: Merrill Wealth Management is a leading provider...  ..., including planning for retirement, education, legacy, and other...  ...knowledge by using a defined consultative approach to systematically... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Everett, WA
    3 days ago
  •  ...to helping clients own their financial futures. In this exciting...  ...opportunities. As a Financial Consultant at Schwab, you will be...  ...clients, providing them with wealth management and financial planning...  ...of our clients including: Retirement Planning, Education Planning... 

    Charles Schwab Inc.

    Lynnwood, WA
    4 days ago
  • Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. The role includes triaging leads, referring to business partners based on client needs, meeting with clients to... 
    Temporary work

    Bank of America

    Snohomish, WA
    14 hours ago
  •  ...Regional Field Recruiter at Modern Woodmen of America Launch your financial services career with an organization that positively impacts...  ...Benefits and perks Paid medical and dental insurance. 401(k) retirement plan with company match. Noncontributory pension plan. Group... 
    Full time
    Local area

    Modern Woodmen

    Everett, WA
    1 day ago
  • $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 pay
    Full time
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Marysville, WA
    1 day ago
  • $20 - $25 per hour

     ...JOIN OUR TEAM AS A FINANCIAL COUNSELOR! MONTHLY BONUS OPPORTUNITY! Schedule: Sunday - Thursday 3:30 PM to 10:00 PM Your Work Matters How will you make a difference? Are you an experienced and detail-oriented Financial Counselor ready to take on... 
    Hourly pay
    Full time
    Flexible hours

    VEST SEATTLE LLC

    Marysville, WA
    1 day ago
  •  ...automated infrastructure.   Key Responsibilities Consultative Sales: Conduct high-level financial protection assessments for diverse client portfolios....  ...from day one. Vested Renewals: Build long-term wealth with immediate vesting on renewal income. Elite... 
    Contract work
    For contractors
    Traineeship
    Immediate start
    Remote work
    Home office

    Group Financier Signature

    Everett, WA
    10 days ago
  •  ...MassMutual Northwest MassMutual Northwest is seeking motivated and driven individuals interested in building a career in financial services. No prior industry experience is required. We provide training, licensing support, mentorship, and professional development... 
    Contract work
    For contractors
    Flexible hours

    Mass Mutual NW

    Everett, WA
    4 days ago
  • $80.2k - $95k

    Full Time Everett, WA, US 3 days ago Requisition ID: 1115 Salary Range: $80,200.00 To $95,000.00 Annually Mountain Pacific Bank is looking for a full-time Credit Administration Officer and Appraisal Manager to join our team. Recognized by the Independent Community Bankers...
    Full time
    Contract work
    Work at office
    Local area
    Monday to Friday
    Flexible hours
    Night shift

    Evolving Solution Services

    Everett, WA
    5 days ago
  • $59.5k - $116.6k

    Finance Consultant/Analyst - National Remote Finance Consultant/Analyst - National Remote 1 day ago Be among the first 25 applicants For...  ...the know-how to help make it a reality for millions. As a Financial Analyst with Optum, you’ll work on an elite team with experts... 
    Remote job
    Minimum wage
    Full time
    Work experience placement
    Relief
    Work at office
    Local area

    Optum

    Everett, WA
    4 days ago
  • $20 - $25 per hour

     ...Financial Counselor Join our team at Smokey Point Behavioral Hospital! Schedule: Sunday - Thursday 3:30 PM to 10:00 PM Your Work Matters How will you make a difference? Are you an experienced and detail-oriented Financial Counselor ready to take on a pivotal... 
    Hourly pay
    Full time
    Flexible hours

    Smokey Point Behavioral Hospital

    Marysville, WA
    1 day ago
  • $58.44k - $93.5k

     ...Personal Financial Counselor This position will provide personal financial services...  ...not limited to, one-on-one counseling, consultation with a commander or with another provider...  ...Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial... 
    Contract work
    Temporary work
    Work at office

    Magellan Health

    Marysville, WA
    4 days ago
  • $60k - $75k

     ...Financial Consultant If you no longer want to spend your time on sourcing new clients and would...  ...customers as they look to reach their retirement goals Supporting our clients by...  ...Certifications: Certified Financial Planner / CFP- - Issuing Authority, Series 07... 
    Full time
    Work at office

    Fidelity Investments

    Lynnwood, WA
    2 days ago
  •  ...lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you...  ...health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental... 
    Immediate start
    Afternoon shift

    Chase

    Everett, WA
    5 hours ago
  • $22.33 per hour

     ...USD $33.18/Hr. Min USD $22.33/Hr. Max 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 hiring... 
    Full time
    Work at office

    WaFd Bank

    Marysville, WA
    3 days ago
  • Looking for a financial planning role where you can focus on advising— not cold calling? This is a ground-floor opportunity to grow in a...  ...client trust What You Bring 3-7 years in financial planning / wealth management Strong communication + public speaking skills... 
    Relocation package

    The Well

    Mill Creek, WA
    1 day ago
  • Mass Mutual NW is seeking motivated individuals in Everett, WA for a career in financial services. No prior experience needed as training and licensing support will be provided. This role focuses on helping clients protect their assets and preparing for their financial... 
    Flexible hours

    Mass Mutual NW

    Everett, WA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant: Wealth & Retirement Planner. Be the first to apply!