Financial Consultant , Financial Advisor
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.
We have a unique CPA partnership program to establish that COI for consistent new clients, premium financing to attract UHNW, wealth management (of course), and a proven digital marketing strategy designed to drive meaningful growth in today's market.
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.
If you are ready to grow your practice, apply today!
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.
- Demonstrated ability to build and maintain client relationships.
- Licenses or certifications in financial planning.
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 8 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant , Financial Advisor in Eugene, OR vacancy
- ...administrative tasks related to client accounts ~18 years of age or older ~ Passion for service: A genuine desire to help other achieve financial stability ~ Strong communication skills: verbal and written, with an ability to engage and build rapport with clients. ~...SuggestedFull timeRemote work
Zuzick Organization of Globe Life
Eugene, OR3 days ago $70k - $90k
LPL Financial collaborates with banks to provide a comprehensive suite of financial services... ...Bank invites you to join our employee advisor model as a Wealth Advisor affiliated... ...Branches. Responsibilities: Utilizing a consultative, holistic approach, sales process, and...SuggestedFull timeWork at officeLocal area- ...Job Description Job Description Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director . This role is ideal for an experienced advisor who has successfully built a personal practice...SuggestedVisa sponsorship
WealthBridge Financial Group
Santa Clara, OR25 days ago - ...(CCO), Portfolio Risk & Impact Lending About the Company Growing community & economic development organization Industry Financial Services Type Non Profit Founded 1994 Employees 51-200 Categories Finance Financial Exchanges Financial...Suggested
Confidential
Eugene, OR21 hours ago $50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities....SuggestedHourly payContract workWork experience placementRemote workFlexible hoursData Annotation
Springfield, ORmore than 2 months ago- No prior industry experience required Meet with clients on Zoom to help them enroll in benefit programs Explain options in a clear, simple, and relatable way Help clients complete online enrollment forms accurately Schedule and manage virtual appointments ...Full time
Zuzick Organization of Globe Life
Eugene, OR3 days ago $115k - $145k
...but typically include an academic or industry expert, senior consultants, and Analysts. Within a case team, you will make important contributions... ..., involving key responsibilities such as: Developing financial and economic models; Analyzing large datasets; Examining...Full timeWork experience placementLocal areaCornerstone Research
Eugene, OR21 hours ago$105.79k - $141.05k
...Expenses (OPEX) across the enterprise. This position combines strong financial acumen with advanced technical skills, including AI-driven... ...Business Partnering & Strategic Support Act as a trusted advisor to operational leaders, translating complex financial data into...Full timeTemporary workRemote workLumen
Eugene, OR1 day ago- Essential Duties and Responsibilities: - Assist with calling veterans for required information in order to schedule appointments. - Assist with rescheduling calls. - Answer and redirect calls made to the Scheduling Hunt Group. - Check and redirect messages...Contract workRemote workWork from homeHome officeMonday to FridayShift work
MAXIMUS
Eugene, OR17 hours ago $25 - $38.46 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and... ...relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer... ...techniques with clients, including tele-consulting, outside calling, prospecting and networking...Hourly payWork experience placementFlexible hoursDay shiftKeyBank
Veneta, OR2 days ago$19 - $23 per hour
...offering appropriate products and services, and responding to inquiries in a timely manner. Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs. Make recommendations and...Local areaImmediate startColumbia Bank
Springfield, OR2 days ago$27 per hour
Empowered Services is a One-on-One Attendant Care agency, providing ADL (Activities of Daily Living) and Community Supports for individuals with intellectual and developmental disabilities in their own homes. We strive to inspire and support the unique individuals and ...Remote jobHourly payPart timeLocal areaFlexible hoursEmpowered Services
Eugene, OR21 hours ago- Description & Requirements Maximus is currently hiring for Diagnostic Scheduling Communication Specialists to join our Veterans Evaluation Services (VES) team. This is a remote opportunity. The Diagnostic Scheduling Communication Specialist is responsible for handling...Full timeContract workCurrently hiringRemote workWork from homeHome officeMonday to FridayShift work
Maximus
Eugene, OR1 day ago - About Public Affairs Officers (PAOs) are masters of communication, defending our fleet from misinformation and negative publicity. Working with Mass Communication Specialists, it is the job of PAOs to help America’s Navy shine in our nation’s spotlight, ensuring we always...Full timePart time
U.S. Navy
Eugene, OR1 day ago $24.92 - $28.32 per hour
...completed and record notes in CRM. * Coordinates the preparation of financial plans, annual or quarterly reviews and other ad-hoc client... ...material. * Discusses and organize follow-up steps with the advisors or firm principals after client meetings. * Executes equity, fixed...Hourly pay16 hoursFull timeLocal areaImmediate startMonday to FridayPeak Credit Union
Eugene, OR2 days ago$84k
...commitment to prioritizing members. OCCU is seeking a Wealth Advisor to join the Wealth Management team. This hybrid position (both... ...assessing their needs to recommend suitable investment options and financial planning. They promote Investment Services and aim to grow OCCU...Remote work- ABOUT As a Mass Communication Specialist, it’s your job to tell our story. Use your creativity to educate and inform the public about the achievements of Sailors in America’s Navy. Travel the world, document military operations and develop high-profile media campaigns...Full timeLocal areaOverseas
U.S. Navy
Eugene, OR3 days ago $23.5 - $26 per hour
...hour. OCCU is hiring a part-time Personal Banker to support our Lane County branches. Known as Enrichment Advisors, these professionals help members with financial advice, open new consumer accounts, handle payments and loan applications, and promote OCCU products....Hourly payPart timeShift workWeekday work- ...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. Being a...Work at officeShift workWeekend workDay shift
$21 - $23 per hour
...language assessment are eligible for an additional $2.00 per hour. About the Role: The Enrichment Representative assists members with financial transactions while delivering highly personalized and engaging member experience. This role proactively identifies members’ needs,...Hourly payFull timePart time- ...leasing team to align renewal strategies with market conditions. Analyze renewal trends and recommend retention initiatives. Financial Oversight Partner with Accounting Department to ensure accurate financial reporting Develop and maintain relationships with...
$62.45k - $78.92k
...Position: Grant Reviewer (Principal Consultant #1309) Inventory#: 1309 Location: Springfield or Chicago Union: IFSOE Department: Multilingual/Language Development Anticipated Starting Salary Range: $62,449 - $78,917 Full Salary Range: $62,449 - $106...Work at officeLocal areaMonday to Friday- ...high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your... ...requirements while marketing and promoting the financial products offered by Chase. You will... ...with customers. Exhibits consultative skills to provide recommendations based...Work experience placementLocal areaImmediate startRelocation
$3,500 - $5,000 per month
...family owned and operated dealers in the Pacific Northwest and premier employer in Eugene. We are looking for an Express Lube Service Advisor to join our Honda Service team. At Kendall Honda of Eugene, our Service Department is a fast-paced environment serving clients...Base plus commissionImmediate startShift work$75.4k - $99.9k
Position: Press Secretary/Supervisor #1899 Inventory#: 1899 Location: Springfield or Chicago Union: Exempt Department: Public Relations Anticipated Starting Salary Range: $75,395 - $99,899 Full Salary Range: $75,395 - $124,402 Office Hours: Monday...Work at officeMonday to Friday$34 - $42 per hour
...through social media and have demonstrated experience in partnerships, sponsorships, university or sports marketing. Familiarity with financial services and experience using social marketing content tools like Hootsuite or other analytics platforms are also preferred....Hourly pay
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant , Financial Advisor. Be the first to apply!
Related searches