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
$45k - $100k
...is anticipated to remain open for 30 days, from 22-Jul-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...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...position involves accurately and efficiently processing cash transactions, having deep conversations with clients to understand their financial and life priorities, and connecting clients to solutions that meet their financial goals. Responsibilities Execute the bank's risk...SuggestedShift workWeekend workDay shift
Bank of America
Auburn, WA3 days ago $24 - $30 per hour
...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts.... ...of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required) Comfortable...SuggestedHourly payTemporary workDay shiftKeyCorp
Kent, WA4 days ago- ...applying for any new position. Acknowledge ( 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,...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Auburn, WA10 days ago $25 - $29 per hour
...About the Role: Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs. Make recommendations and follow through on commitments to clients. Maintains direct contact with...SuggestedWeekend workColumbia Bank (WA, OR & ID)
Auburn, WA8 days ago$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 startFlexible hoursDay shiftKey Bank
Kent, WA3 days ago- ...position involves accurately and efficiently processing cash transactions, having deep conversations with clients to understand their financial and life priorities, and connecting clients to solutions that meet their financial goals. Responsibilities Execute the bank's...Shift workWeekend workDay shift
$19 - $22.88 per hour
...US Heritage Bank has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Kent Branch is seeking a bank teller to help customers meet their financial goals by providing...Hourly payFull timePart timeWork at officeMonday to ThursdayFlexible hoursShift workHeritage Bank
Kent, WA2 days ago- PURPOSE: Provides excellent service to our members. Processes member's transactions in an accurate and efficient manner. This role is based in Kent but must be able to float to the Tacoma and Everett branches to meet business need. ESSENTIAL FUNCTIONS: ...Full timeWork at officeLocal areaMonday to FridayShift workNight shift
Cascade Federal Credit Union
Kent, WA2 days ago $20 - $25 per hour
...for members Build strong relationships by understanding member needs and providing products & solutions Confidently process financial transactions and maintain accuracy Solve problems and respond to member inquiries with curiosity and care Adapt quickly to different...Hourly payPermanent employmentFull timeRelocation packageMonday to FridayShift workRotating shiftSound Credit Union
Auburn, WA5 days ago$20 - $22 per hour
...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...Night shiftColumbia Bank (WA, OR & ID)
Auburn, WA9 days ago- ...Successful Candidate Attributes: • Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3-5 units per month...Remote work
Caliver Beach Mortgage, LLC
Kent, WA5 days ago $75k - $83k
...Job Description Job Description Senior Associate Financial Planner Location: Tukwila, WA Salary: $75,000–$83,000/year Employment Type: Full-Time, Permanent Join a collaborative wealth management team where you'll work closely with experienced advisors...Permanent employmentFull timeTalent Search PRO
Tukwila, WAa month ago$125.4k - $181.88k
...vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their... ...preferred Exceptional at delivering effective client consultations - always composed, professional, and skilled at establishing...16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hoursEmpower Retirement
Renton, WA16 hours ago- Why Winebow? At Winebow, we are strongly committed to creating an environment that fosters diversity, equity, and inclusion. We are intentional in our efforts to ensure that every employee has a sense of value and opportunity in our company, and we work tirelessly ...Contract workWork at office
Winebow
Kent, WA2 days ago $18 - $23 per hour
...Continuously deepen knowledge of Columbia Bank’s product and service offerings and stay current on changes. Discuss and uncover customers’ financial needs to identify and offer appropriate products and services. Support referral goals by identifying and referring basic bank...Hourly payNight shift- ...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
Modern Woodmen
Maple Valley, WA5 days ago $93.5k - $126.5k
...Experienced Financial Analyst – Boeing Join us to help innovate and collaborate at Boeing, where we foster a welcoming, respectful, and inclusive environment with great opportunities for professional growth. Find your future with us. Job Description We are currently seeking...Full timeRelocationVisa sponsorshipWork visaFlexible hoursShift workDay shiftBoeing
Auburn, WA5 days ago$20.67 - $31.25 per hour
...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts.... ...of sales and service techniques with clients, including tele‑consulting, outside calling, prospecting, and networking. (required) Comfortable...Hourly payWork experience placementDay shiftKey Bank
Maple Valley, WA3 days ago$20 - $24 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...Immediate startColumbia Bank (WA, OR & ID)
Milton, WA1 day ago$28.85 - $33.65 per hour
Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities... ...success. Grow your business knowledge by using a defined consultative approach with clients to identify needs and appropriate...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$18 - $22 per hour
...holidays, prorated based on start date) ~ Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial...Full timeTraineeshipWork experience placementLocal areaMonday to FridayOneMain Financial
Kent, WA11 days ago- ...all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity... ...and maintains good relationships with customers. Exhibits consultative skills to provide recommendations based on financial analysis...Work experience placementLocal areaImmediate startRelocation
Chase
Kent, WA2 days ago - ...Job Description Job Description We are seeking a Senior Associate Financial Planner for our wealth management firm in both the Tukwila, WA, and Bellevue, WA, Offices. Candidates who currently have a CFP® (or equivalent), who thrive in a small firm environment, and...Work at office
Mainspring Wealth Advisors LLC
Tukwila, WAa month ago - ...KeyBank is seeking a Personal Banker to engage clients in conversations, uncover needs, and provide tailored financial guidance for personal and business banking products. You will develop client relationships, expand service lines, and work with partners to deepen client...
Key Bank
Maple Valley, WA4 days ago $90k - $110k
About The Role We are seeking a Security Analyst with an emphasis on fraud research to join our Information Security team. This role is responsible for identifying, researching, and helping mitigate computer-based and non-computer-based fraudulent activity across the organization...Work experience placementWork at officeWork from home$113.01k - $208.54k
Duties: Provide thought leadership to the organization in information security frameworks, business continuity management, reporting and metrics, security risk management, firewall protection, information security training, intrusion prevention, data loss prevention, anti...Providence Service
Renton, WA4 days ago$44.3k
...Loan Officer who's driven by relationships and results. You're the advisor clients trust to guide them through one of the biggest financial decisions of their lives, and the partner real estate professionals want on their team. You bring energy and expertise to every transaction...Temporary workCornerstone Capital Bank
Renton, WA5 days ago$18 - $20 per hour
At Bud Clary Auto Group, a family-owned dealership network in Washington State, our vibrant culture drives success. We maintain a high-performance workplace with exceptional customer service, fostering loyalty and growth since 1959. Join our dynamic team as a Parts ...For contractorsImmediate startBud Clary Auto Group
Auburn, WA3 days ago$28 - $35 per hour
...AnalystApplylocations: Federal Way, Washingtontime type: Full timeposted on: Posted Todayjob requisition id: JR101954Established in 1975, Financial Pacific Leasing, Inc. (a subsidiary of Columbia Bank), is a direct provider of small-ticket commercial equipment leases. FinPac...Financial Pacific Leasing
Federal Way, WA5 days ago
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