Financial Advisor - Washington (Career Changer / New to Industry)
WealthBridge Financial Group
WealthBridge Financial Group is seeking a results-orientedFinancial Consultantto 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. 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. 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
- ...a common purpose to help make financial lives better through the power... ...America, you can build a successful career with opportunities to learn,... ...and engages potential new clients through referrals or financial... ...experience in the investments industry, including investment training...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
$65k - $80k
...clients to help them achieve their financial goals. Key Responsibilities... ...and engages potential new clients through referrals or... ...experience in the investments industry with knowledge of investment... ...Information Pay transparency guide: careers.bankofamerica.com/en-us/pay-...SuggestedTemporary workMonday to FridayShift workDay shift$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial... ...Grow your client base by making new connections, maintaining a... ...development throughout your career. That starts with our award-winning... ...program, you'll hear from industry experts, learn the art of...SuggestedFull timeContract workFor contractorsWork at office$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...your client base by making new connections, maintaining a... ...development throughout your career. That starts with our award‑... ...program, you’ll hear from industry experts, learn the art of client...SuggestedWork at office$70k - $80k
...Bank Of America Financial AdvisorAt Bank of America, we are guided by... ...opportunity to succeed, build a career and contribute to our shared... ...activitiesIdentifies and engages potential new clients through referrals or... ...experience in the investments industry, including investment training...SuggestedTemporary workWork at officeFlexible hoursDay shift$28.85 - $33.65 per hour
...a common purpose to help make financial lives better through the power... ...opportunity to succeed, build a career and contribute to our shared... ...activitiesIdentifies and engages potential new clients through referrals or... ...in obtaining required industry licensesMust be self-...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursDay shift- ...a common purpose to help make financial lives better through the power... ...America, you can build a successful career with opportunities to learn,... ...in identifying solutions for new and existing clients based on... ...of financial services industry, products and solutions •...Work at officeFlexible hoursShift workWeekend workDay shift
- Bank of America is seeking a Financial Advisor as part of the Merrill Advisor Development Program in Fort Lee, NJ. You will engage with high... ..., while collaborating with advisory teams. Opportunities for career growth and incentives are provided. #J-18808-Ljbffr Bank of...
- ## Financial Advisor Associate- Bronx/Manhattan/WestchesterPostulerremote type: Sur placelocations: Pelham, New Yorktime type: Temps pleinposted on: Publié aujourd'huitime left to apply... ...experience in the financial services industry, relevant college degree or completion...Temporary workTraineeshipWork experience placementCasual workWork at office
$80k - $90k
...advice and guidance. Merrill's Financial Advisors and Wealth Management Client... ..., engagement, and career development. Our approach includes... ...working in the financial service industry and/or a sales environment... ...Learns and adapts to new technology or applications Executes...Interim roleWork at officeLocal areaImmediate startShift workDay shift$72k - $141k
...vision of where your career can go. And we have the... ...Consultant in our Financial Lines Claims team. The... ...companies and investment advisors. The Individual in... ...commercial insurance industry, products, policy... ...Maryland, Massachusetts, New York and Washington,the national base pay...Full timeWork experience placementWork at officeLocal areaShift work$28.85 - $33.65 per hour
Financial Solutions Advisor - Stage I At Bank of America, the Financial Solutions Advisor Stage I (FSA I) begins by obtaining Securities Industry licenses (Securities Industry Essentials [SIE], Series 7 and... ...tasks simultaneously and adapt to new technology or applications....Hourly payMonday to Friday$28.85 - $33.65 per hour
Bank of America Merrill Wealth Management seeks a Financial Solutions Advisor in the Advisor Development Program at 360 Hamilton Ave, White Plains, NY. You will start by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and then move into licensed advisory...Hourly payTraineeship$28.85 - $33.65 per hour
...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ..., engagement, and career development. Our approach includes... ...by obtaining your Securities Industry licenses, where you receive... ...application of learnings and new information Applies relevant...Hourly payTraineeshipWork at officeImmediate startShift workDay shift- Program Overview The Advisor Development Program is designed... ...excited to make a career transition and follow... ...passion of becoming a Financial Advisor. Role Summary As... ...the financial services industry and/or sales environment... ...Quick learner adapting to new technology or...Local areaImmediate startShift workDay shift
- ...common purpose to help make financial lives better through... ...can build a successful career with opportunities to... ...a Financial Solutions Advisor Stage I (FSA I) , your... ...obtaining your Securities Industry licenses, where you... ...Learns and adapts to new technology or applications...Work at officeImmediate startMonday to FridayShift workDay shift
$37.44k - $52.8k
...WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they... ...efforts. This role will be responsible for opening new accounts and submitting loan applications. The incumbent...Full timeH1bVisa sponsorshipMonday to FridayFlexible hours- ...College Way - Mount Vernon, Washington 98273 Job Summary Be... ...solver, trusted advisor, and partner to the people... ...-based approach to financial advice. As a PCB, you... ...assets. The PCB helps new and existing clients achieve... ...). FINRA Security Industry Essentials (SIE) Upon...Temporary workDay shift
$125k - $207k
...Title and SummaryManager, Investment Optimization - Commercial & New Payment FlowsOverview:The Commercial & New Payment Flows (CNPF)... ...implementing change across organizations• Knowledge of the payment industry as well as Mastercard’s payment productsMastercard is a merit-...Full timePart timeWorldwideFlexible hours$65k - $80k
Bank of America in New Rochelle is seeking a Financial Advisor to provide customized solutions helping clients reach their financial goals. Responsibilities... ...offers an annual salary range of $65,000 to $80,000 and industry-leading benefits. #J-18808-Ljbffr Bank of America$66.56k - $117.52k
...Work Location: Larchmont, New York, United States of America Hours: 40 Pay Details... ...: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a... ...PTO), banking benefits and discounts, career development, and reward and recognition....Full timeWork at officeLocal areaWork from homeFlexible hours- ...a common purpose to help make financial lives better through the power... ...opportunity to succeed, build a career and contribute to our shared... ...Identifies and engages potential new clients through referrals or... ...experience in the investments industry, including investment training...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$50k - $70k
Associate Financial Advisor White Plains, NY | In-Office Bhashyam Wealth Management, a Private... ...client engagement strategies * Monitor industry trends, planning strategies, and... ...Opportunities for professional development and career advancement * Supportive, growth-...Private practiceWork at officeVisa sponsorship$49.5k - $82.5k
...opportunities to improve the customer's financial wellbeing. Collaborates with... ...PNC solutions to drive new revenue and customer loyalty.... ...days each year, depending on career level; and years of service.... ...SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA),...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...customers and those with more complex financial needs, serving as their... ...supported with digital tools, industry leading training, ongoing... ...role offers a clear platform for career growth for experienced professionals... ...: Proactively acquire new affluent consumer and business...Temporary workWork experience placementImmediate start
- ...customers and those with more complex financial needs, serving as their... ...supported with digital tools, industry leading training, ongoing... ...role offers a clear platform for career growth for experienced professionals... ...: Proactively acquire new affluent consumer and business...Temporary workWork experience placementImmediate start
$49.5k - $82.5k
...opportunities to improve the customer's financial wellbeing. Collaborates with... ...PNC solutions to drive new revenue and customer loyalty.... ...days each year, depending on career level; and years of service. Disability... ...Act) and/or the Financial Industry Regulatory Authority (FINRA),...Full timeTemporary workWork experience placement$21.86 per hour
...specializing in service to Latinos in Washington State. Sea Mar proudly serves... ...: Position Summary The Financial Specialist provides financial... ...clients and aims to achieve industry-leading, client-centered,... ...a job, it's a fulfilling career with opportunity for advancement...Hourly payPermanent employmentFull timeContract workWork experience placementWork at officeImmediate start- Bankers Life in New York is seeking motivated individuals for an entry-level role where... ...to create personalized insurance and financial solutions, building relationships and real... ...exam prep to help you launch a successful career. You will benefit from award-winning mentorship...Traineeship
$105k - $250k
...employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct... .... Demonstrated track record in new business development and client... ...your potential and maximize your career growth Background Check Any...Temporary workLocal areaFlexible hours
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