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
- WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in Auburn, Washington. In this position, you will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their...Suggested
- WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our dedicated team in Kent, Washington. Your role will involve engaging clients to provide tailored financial advice, leveraging your expertise for investment opportunities and wealth...Suggested
- WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in Kent, Washington. In this position, you will engage with clients to understand their financial objectives and provide tailored advice that aligns with their goals. You will...Suggested
- WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join their team in Kent, WA. In this role, you will engage with clients to provide tailored financial advice and develop effective strategies to meet their financial objectives. Your expertise...Suggested
- WealthBridge Financial Group is looking for a results-oriented Financial Consultant in Auburn, WA. You will engage with clients to provide tailored financial advice and strategies aligned with their goals. The role includes leveraging expertise in investment opportunities...Suggested
- World Relief Western Washington is seeking a Financial Literacy Specialist to help promote financial agency and self-sufficiency among refugees and immigrants. You will support families through one-on-one counseling and literacy workshops, adapting curricula to address...
$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 placementDay shiftKey Bank
Kent, WA4 days ago$25 - $27.88 per hour
...Bank Of America Job Opportunity 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...Hourly payWork at officeFlexible hoursShift workWeekend workDay shiftBank of America
Auburn, WA5 days ago- ...Job TitleEngage 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 external and...Weekend work
Columbia Bank (WA, OR & ID)
Auburn, WA3 days ago - Columbia Bank in Auburn, WA is seeking a banking professional to serve as a key client advisor. You will open deposits, originate loans, and build a local loan and deposit portfolio, while educating customers on Treasury Management and digital banking options. In this ...Local area
Columbia Bank (WA, OR & ID)
Auburn, WA2 days ago $22 - $27 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 follow...Immediate startColumbia Banking System
Kent, WA4 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...Hourly payTemporary workDay shiftKeyCorp
Kent, WA3 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,...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Kent, WA2 days ago - ...WA, to provide exceptional in-person client service, process account transactions, and address servicing needs. You will identify financial wellness opportunities and smoothly transition clients to a Banker for deeper discussions. The role requires cash handling experience...
- ...and expand relationships with clients by identifying needs and offering suitable products and services. You will engage clients in financial reviews, respond to inquiries, and open consumer and business accounts while supporting teller duties when needed. Competitive pay...
- U.S. Bank is seeking a Relationship Banker to engage clients across in-person, by appointment, and virtual channels. You will cultivate trust, assess banking needs, and guide customers to deposit and loan products while leveraging a digital‑first mindset. The role requires...
- Columbia Bank is seeking a Personal Banker in Kent, WA to deliver exceptional client experiences, open accounts, and identify lending opportunities. You will engage clients, assess needs, and refer to appropriate partners to expand relationships. The role emphasizes cash...
- WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. You will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals. You will leverage your financial...
- ...Bank is seeking a Relationship Banker to engage customers across in-person, appointment, and virtual channels, delivering trusted financial guidance with a digital-first mindset. You will build durable client relationships, assess banking needs, and process accounts and...
- ...great client experience in a collaborative, in-office environment. You will grow product knowledge across small business, lending, and investments, manage center traffic, and connect clients to solutions that support their financial goals. #J-18808-Ljbffr Bank of AmericaWork at office
- ...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, WA4 days 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 payFull timeWork at officeImmediate startShift workDay shift- Bank of America is seeking a Financial Solutions Advisor Stage I to start by obtaining securities licenses and to develop foundational advisory skills. The role progresses from building client relationships to delivering comprehensive financial solutions within an office...Work at office
$70k - $80k
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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift$500 per month
...contact for membersBuild strong relationships by understanding member needs and providing products & solutionsConfidently process financial transactions and maintain accuracySolve problems and respond to member inquiries with curiosity and careAdapt quickly to different...Hourly payPermanent employmentFull timeRelocation packageMonday to FridayShift workRotating shiftSound Credit Union
Auburn, WA3 days ago$18 - $23.08 per hour
...needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our...Hourly payWork experience placementShift workDay shiftKeyCorp
Kent, WA1 day ago- Cascade Federal Credit Union is seeking a Centralized Operations Manager to lead the credit union's centralized deposit, payment, card, and service operations. The role ensures transactions are processed accurately, securely, and on time, and that controls and procedures...
Cascade Federal Credit Union
Kent, WA3 days ago - Caliver Beach Mortgage, LLC is seeking driven Loan Officers to operate remotely on a P&L basis under our umbrella. Leverage our brand, products for all borrower types, and licensed support to build your business with uncapped commissions. You may add LO's to your team or...Remote job
- KeyBank in Kent, WA is seeking a Private Client Banker to manage client relationships and deliver plan-based financial advice for clients with up to $2M in investable assets. You will assess needs, gather data, and offer appropriate products and referrals to investment,...
$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 shiftBank of America
Renton, WA3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
