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

Experienced Financial Advisor - Independent Platform, Full Book Portability

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

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Experienced Financial Advisor - Independent Platform, Full Book Portability in Burlington, WA vacancy
  •  ...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.... 
    Platform

    WealthBridge Financial Group

    Burlington, WA
    4 days ago
  • $50k

     ...Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business... 
    Suggested
    Work at office
    Home office
    Flexible hours

    Edward Jones

    Burlington, WA
    4 days ago
  • $20.67 per hour

     ...Job Summary Be a problem solver, trusted advisor, and partner to the people and...  ...guidance and solutions to assist in client's financial wellness both in person and through proactive...  ...ability to educate clients on digital platforms and capabilities within Key (required)... 
    Platform
    Hourly pay
    Full time
    Work experience placement
    Day shift

    KeyBank

    Burlington, WA
    1 day ago
  •  ...Independent Catering Delivery Professional DeliverThat is built for the ones who show...  ...based food deliveries. Join a driver-first platform that values your time, respects your...  ...schedule that supports your lifestyle and financial goals. What You'll Need A... 
    Platform
    Contract work
    For contractors
    Immediate start
    Flexible hours

    DeliverThat

    Burlington, WA
    3 days ago
  •  ...collaborative environment alongside experienced providers, MAs, nurses, and a...  .... This is a full time position with a 36-hour...  ...base. Integrated EPIC EMR platform utilized system-wide throughout...  ...plans that invest in your future financial security. Paid maternity and... 
    Platform
    Full time
    Summer work
    Live in
    Local area
    Immediate start
    Relocation package
    Weekend work

    Skagit Regional Health

    Mount Vernon, WA
    2 days ago
  • $24.52 - $37.5 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...  ...and ability to educate clients on digital platforms and capabilities within Key (required)... 
    Platform
    Hourly pay
    Immediate start
    Day shift

    KeyCorp

    Mount Vernon, WA
    3 days ago
  • $1,171.4 - $2,106.07 per week

     ...Experienced CDL-A Flatbed Drivers - Over The Road Routes - Earn: $1,1...  ...171.40 – $2,106.07 per week. Full Benefits AMERICA PROUD. FLATBED...  ...out, then 3 days off FINANCIAL PACKAGE Weekly Pay: Full-time...  ...tarp onto a 5-foot high platform twice. System Transport will... 
    Platform
    Weekly pay
    Full time

    System Transport

    Mount Vernon, WA
    1 day ago
  • $1,171.4 - $2,106.07 per week

     ...Experienced CDL-A Flatbed Drivers - Over The Road Routes - Earn: $1,1...  ...171.40 – $2,106.07 per week. Full Benefits AMERICA PROUD. FLATBED...  ...out, then 3 days off FINANCIAL PACKAGE Weekly Pay: Full-time...  ...tarp onto a 5-foot high platform twice. System Transport will... 
    Platform
    Weekly pay
    Full time

    System Transport

    Mount Vernon, WA
    6 hours ago
  •  ...consultations with clients to understand their financial goals and assess their eligibility for...  ..., maintain focus, complete tasks independently, and make timely decisions in the...  ...Supervision: Acts as a mentor/guide to less experienced professional contributor staff in a similar... 
    Minimum wage
    Work at office
    Local area
    Monday to Friday

    Guild Mortgage

    Mount Vernon, WA
    19 hours ago
  • $84.2k - $113.9k

     ...For Every day, Cambia’s dedicated team of Financial Analysts is living our mission to make...  ...leads positive change internally; function independently with limited supervision; mentors...  ...range is $84,200.00 – $113,900.00, the full salary range is $79,000.00 – $129,000.00... 
    Work at office
    Immediate start
    Work from home
    Flexible hours
    3 days per week

    Cambia Health Solutions

    Burlington, WA
    2 days ago
  • $80 - $111 per hour

     ...SonderMind is a leading mental health care platform revolutionizing therapy services by empowering licensed mental health therapists...  ...Must be fully licensed by the State Board to provide therapy independently and without supervision (e.g., LPC, LCSW, LMFT, LMHC, LCPC,... 
    Platform
    Bi-weekly pay
    Hourly pay
    Work at office

    SonderMind

    Mount Vernon, WA
    more than 2 months ago
  • $30 - $38.55 per hour

     ...Pacific Bank is looking for a full-time Loan Support Officer...  ...our team. Recognized by the Independent Community Bankers Association...  ...customers and loan servicing to book new loans and renewals....  ...Officer. Scans all necessary financial and loan documents in imaging... 
    Full time
    Contract work
    Work at office
    Local area
    Immediate start
    Monday to Friday
    Flexible hours
    Night shift

    Mountain Pacific Bank

    Burlington, WA
    a month ago
  • $50k - $125k

     ...Edward Jones is inviting applicants for the position of financial advisor in Burlington, Washington. The role involves building relationships with clients through both face-to-face and virtual strategies while overseeing branch operations to ensure a high-quality client... 

    Edward Jones

    Burlington, WA
    3 days ago
  • $17.13 - $17.37 per hour

     ...7 Worker Type: Employee Time Type: Full time Embark on a rewarding career journey...  .../vision insurance benefits ~ PerkSpot Platform provides access to special employee...  ...Strong work ethic with a positive attitude; independently motivated, dependable, and a team player... 
    Platform
    Full time
    Immediate start
    Flexible hours

    Jiffy Lube

    Mount Vernon, WA
    4 days ago
  • $179.4k - $242k

     ...building, securing, and maintaining a multi-cloud platform that hosts business applications and...  ..., as well as software engineers across the full development lifecycle. Contribute to peer code reviews and work both independently and as part of a project team. Participate... 
    Platform
    Immediate start
    Work from home
    Flexible hours

    Cambia Health Solutions

    Burlington, WA
    19 hours ago
  • $28.85 - $33.65 per hour

    Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor Stage I, you will begin your career by acquiring the necessary Securities Industry licenses. Dedicated and personalized classes will support you in obtaining your Securities Industry Essentials... 
    Hourly pay
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Mount Vernon, WA
    4 days ago
  • $100k - $300k

     ...motivated by growth, autonomy, and the ability to build a long-term book of business. This role is structured for professionals focused...  ...our markets Dedicated Deal Desk support and a technology platform engineered for speed and consistency A structured partnership... 
    Platform
    Local area

    Generations Home Loans

    Mount Vernon, WA
    19 hours ago
  • $100k - $300k

     ...motivated by growth, autonomy, and the ability to build a long-term book of business. This role is structured for professionals focused...  ...our markets Dedicated Deal Desk support and a technology platform engineered for speed and consistency A structured partnership... 
    Platform
    Local area

    Generations Home Loans

    Sedro Woolley, WA
    1 day ago
  • $90k - $150k

     ...Mountain Pacific Bank is looking for a full-time Commercial Loan Officer to join our...  ...in Burlington. Recognized by the Independent Community Bankers Association (ICBA) as...  ...Analysts in the development and analysis of financial background data for new or renewed loans... 
    Full time
    Contract work
    Local area
    Monday to Friday
    Flexible hours
    Night shift

    Mountain Pacific Bank

    Burlington, WA
    24 days ago
  • $100k

     ...and services. Slice delivers a consultative approach on the best platforms and equipment most suitable for each merchant. Slice...  ...CONFIRMED LEADS) PROVEN SALES PROCESSES THAT ARE RESULTS DRIVEN FULL SUITE OF PROFESSIONALLY BRANDED MARKETING MATERIALS &... 
    Platform
    Local area

    Slice Merchant Services

    Sedro Woolley, WA
    3 days ago
  •  ...Experience with ERP systems, customer portals, or invoicing platforms required. ~ Excellent attention to detail, organization,...  ...the phone. ~ Dependable, proactive, and able to work both independently and as part of a team. ~ Must be able to pass a pre-employment... 
    Platform
    Work at office

    Bishop Lifting Products

    Sedro Woolley, WA
    19 hours ago
  • $95k - $140k

     ...accommodation or an alternative application process. Maintenance Manager Full Time Management Burlington, WA, US 7 days ago Requisition ID: 1...  ...Must be able to lift to 40lbs. Walking up/downstairs and platforms. Required Education and Experience Successful team leadership... 
    Platform
    Full time
    For contractors
    Seasonal work
    Local area

    Pacific Woodtech Corporation

    Burlington, WA
    19 hours ago
  •  ...mental health services, aligning with our mission to connect clients seamlessly with therapeutic professionals. You will leverage our platform to enhance treatment outcomes and support individuals in their journey towards wellness. This role requires a compassionate... 
    Platform

    SonderMind

    Mount Vernon, WA
    1 day ago
  •  ...wages ~Comprehensive health benefits coverage after 30 days of full-time employment ~Group 401K with company matching component...  ...three-pronged safety system, innovative career development platform, committed customer service, deep industry expertise, and advanced... 
    Platform
    Full time

    HPC Industrial powered by Clean Harbors

    Burlington, WA
    19 hours ago
  • $2,885 per week

     ...recruiter who handles everything, saving them time, reducing their stress, and building lasting relationships.   · Fast-Track to Travel Platform: Our platform offers our clinicians an all-in-one hub for finding assignments, managing credentials, and streamlining their... 
    Platform
    Full time
    Contract work
    Immediate start
    Shift work
    Night shift

    TravelNurseSource

    Mount Vernon, WA
    1 day ago
  •  ...support delivered via telephone, videoconference, or other virtual platforms, as needed, including potential 24/7 availability....  ...and speaking. Position Type & Hours of Work This is a temporary, full-time position, and may require shift work. The position length... 
    Platform
    Full time
    Contract work
    Temporary work
    Local area
    Shift work

    CLOVEHITCH

    Burlington, WA
    1 day ago
  • $21.86 per hour

    ## Financial SpecialistApplylocations: Mt. Vernontime type: Full timeposted on: Posted 30+ Days Agojob requisition id: JR101774Sea Mar Community Health Centers, a Federally Qualified Health Center (FQHC) founded in 1978, is a community-based organization committed to providing... 
    Hourly pay
    Permanent employment
    Full time
    Contract work
    Work experience placement
    Work at office
    Immediate start

    Seamar

    Mount Vernon, WA
    4 days ago
  •  ...~ Comprehensive health benefits coverage after 30 days of full-time employment ~ Group 401K with company matching component...  ...~ Climb ladders & work from scaffolding & stationary platforms up to heights of 200 ft.  ~ Tolerate & function in confined... 
    Platform
    16 hours
    Full time
    Shift work

    HPC Industrial powered by Clean Harbors

    Sedro Woolley, WA
    2 hours ago
  • $31.2 per hour

     ...Chaos. Skagit 911 is seeking skilled, experienced, and highly motivated Public Safety...  ...been signed off from training and working independently for at least two years. Please note...  ...related systems and adapt quickly to new platforms and workflows. Detail-oriented... 
    Platform
    Hourly pay
    Full time
    Traineeship
    Immediate start
    Night shift

    Skagit 911

    Mount Vernon, WA
    a month ago
  • $17.13 per hour

    At MOD, pizza is our platform, custom to each individual and creating a space where everyone is welcome. MOD is individuality, whether that’s on your pizza, on your salad or just you being you! This is space where every ingredient is valued and where giving back to our... 
    Platform
    Hourly pay
    Full time
    Contract work
    Shift work

    MOD Super Fast Pizza, LLC

    Burlington, WA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Experienced Financial Advisor - Independent Platform, Full Book Portability. Be the first to apply!