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

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

Vacancy posted 12 hours ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Bellingham, WA vacancy
  • $70k - $80k

     ...Bank of America in Washington seeks a Financial Advisor to provide tailored advice and solutions to help clients reach financial goals. Key duties include triaging leads, referrals to partners, reviewing goals with clients, building financial plans, and recommending brokerage... 
    Suggested
    Full time

    Bank of America

    Bellingham, WA
    1 day 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... 
    Suggested
    Hourly pay
    Full time
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Bellingham, WA
    3 days 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...  ...your success. Grow your business knowledge through a defined consultative approach with clients. Earn your Securities Industry... 
    Suggested
    Hourly pay
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Bellingham, WA
    3 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,... 
    Suggested
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America

    Bellingham, WA
    4 days ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from... 
    Suggested
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Bellingham, WA
    2 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 pay
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America

    Bellingham, WA
    3 days ago
  • $23 per hour

     ...Essential Functions Partner with a KIS Private Client Advisor to gain hands-on experience. Participate in client discovery and financial planning activities including data entry and analysis. Observe client meetings and assist with basic administrative tasks.... 
    Hourly pay
    Temporary work
    Work experience placement
    Summer work
    Internship
    Summer internship
    H1b
    Work at office
    Relocation package
    Flexible hours

    KeyBank

    Bellingham, WA
    3 days ago
  • $45k - $100k

     ...Financial Advisor OpportunityJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Lynden, WA
    5 days ago
  •  ...Personal Banker Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support your career in finance? Your search is over... WaFd Bank is hiring a Personal Banker. WaFd Bank has been a financial leader for over... 
    Work at office

    WaFd Bank

    Bellingham, WA
    1 day ago
  • $25 - $26.77 per hour

    Job Description: At the company, 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... 
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    United States Digital Space LLC

    Bellingham, WA
    2 days ago
  • $18 - $22 per hour

     ...deepening knowledge of Columbia Bank's product and service offerings and staying current on changes.Discussing and uncovering customer's financial needs to identify and offer appropriate products and services.Supporting referral goals for branch by focusing and identifying and... 

    Columbia Bank (WA, OR & ID)

    Bellingham, WA
    2 days ago
  •  ...liaison between origination staff, underwriters and customers. Essential Functions ~ Conduct one-on-one consultations with clients to understand their financial goals and assess their eligibility for mortgage loans. ~ Educate clients on various mortgage products,... 
    Minimum wage
    Work at office
    Local area
    Monday to Friday

    Guild Mortgage

    Bellingham, WA
    4 days ago
  • $20 - $22.88 per hour

     ...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 Bellingham Branch is seeking a bank teller to help customers meet their financial goals by... 
    Hourly pay
    Full time
    Part time
    Work at office
    Monday to Friday
    Flexible hours
    Shift work

    Heritage Bank

    Bellingham, WA
    4 days ago
  • $18 - $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... 
    Full time
    Local area
    Night shift

    Columbia Bank (WA, OR & ID)

    Bellingham, WA
    5 days ago
  • $20 - $22.88 per hour

     ...BankHeritage Bank has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Bellingham Branch is seeking a bank teller to help customers meet their financial goals by... 
    Full time
    Work at office
    Monday to Friday
    Flexible hours
    Shift work

    Heritage Bank

    Bellingham, WA
    5 days ago
  • $150k - $300k

     ...Loans is seeking experienced Home Loan Officers who can combine consultative lending guidance with strong relationship development in a...  ...focused on helping buyers navigate one of the most important financial decisions of their lives. You will advise clients on home financing... 
    Contract work

    Generations Home Loans

    Bellingham, WA
    12 hours ago
  • KeyBank - 180 Telegraph Road - Responsibilities: Lead teller line management and coaching for tellers; Identify and resolve complex client servicing issues and transition to a Banker; Balance cash drawer and ensure accurate processing; Schedule tellers and oversee branch...

    Key Bank

    Bellingham, WA
    1 day ago
  • $90k - $150k

     ...assigned credits for compliance with terms of loan approval. Provides direction to Credit Analysts in the development and analysis of financial background data for new or renewed loans and may perform credit analyst functions on occasion. Provides clients appropriate and... 
    Full time
    Contract work
    Local area
    Monday to Friday
    Flexible hours
    Night shift

    Mountain Pacific Bank

    Bellingham, WA
    3 days ago
  • $18.75 - $25 per hour

     ...relationships with Key by providing distinctive quality service in branch. Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and provide... 
    Hourly pay
    Full time
    Work experience placement
    Flexible hours
    Shift work
    Day shift

    Key Bank

    Bellingham, WA
    2 days ago
  • Whatcom Community College invites applications for the Fiscal Specialist 2 (Class Code 151F) position. The College intends to hire up to three Fiscal Specialists to focus on accounts payable, accounts receivable, and related fiscal activity in the College's Business Office...
    Full time
    Work at office
    Monday to Friday

    Whatcom Community College

    Bellingham, WA
    5 days ago
  • Peoples Bank is seeking a Loan Support Specialist in Bellingham, WA for a hybrid work model (3 days in the office). The role supports the Loan Servicing department and four desks: Maintenance, Payoffs & Releases, Payment, and Escrow & Insurance. You will process loans,...
    Work at office

    Peoples Bank

    Bellingham, WA
    2 days ago
  • Peoples Bank in Bellingham, WA is seeking a Loan Support Specialist to join the Loan Servicing team. This hybrid role supports daily loan servicing tasks for four desks: Maintenance, Payoffs & Releases, Payment, and Escrow & Insurance, with three days in office and two...
    Work at office
    Work from home

    Peoples Bank

    Bellingham, WA
    1 day ago
  •  ...Exceptional communication skills and ability to effectively interact with ownership representatives. Proficient in understanding financial statements and creating business plans/budgets. Possess a working knowledge of property management software, Federal Fair... 
    Full time
    For contractors

    Indigo Real Estate Services

    Bellingham, WA
    4 days ago
  •  ...requires hands-on leadership, supervising staff, ensuring regulatory compliance, and close interaction with ownership representatives. You will monitor financial performance, budgets, and vendor relationships, focusing on leasing and resident satisfaction. #J-18808-Ljbffr... 

    Indigo Real Estate Services

    Bellingham, WA
    5 days ago
  • $105k - $135k

     ...funding and supporting programs that create lasting impact. As our organization continues to grow, we're investing in modernizing our financial systems, improving processes, and developing future leaders. We're looking for professionals who enjoy building strong teams,... 
    Local area
    Flexible hours

    Jobot

    Bellingham, WA
    4 days ago
  • $18.75 - $25 per hour

     ...relationships with Key by providing distinctive quality service in branch. Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and provide... 
    Hourly pay
    Day shift

    KeyCorp

    Bellingham, WA
    4 days ago
  • $75k - $100k

     ...positioned to deliver a better experience to their valued clients. This is YOUR CHANCE to join our rapidly growing FP&A team as a Financial Analyst, equipping our stakeholders with timely financial results, scenario analyses, and board-ready insights to navigate growth... 

    Socket

    Bellingham, WA
    4 days ago
  • $30 - $38.55 per hour

     ...if needed, and may be required to handle loan signing with business loan clients on behalf of the Officer. Scans all necessary financial and loan documents in imaging. Manages and monitors daily/weekly/monthly loan tracking, ticklers, client overdrafts and other... 
    Full time
    Contract work
    Work at office
    Local area
    Immediate start
    Monday to Friday
    Flexible hours
    Night shift

    Mountain Pacific Bank

    Bellingham, WA
    3 days ago
  •  ...Exceptional communication skills and ability to effectively interact with ownership representatives.Proficient in understanding financial statements and creating business plans/budgets.Possess a working knowledge of property management software, Federal Fair Housing... 
    Full time
    For contractors

    Indigo Real Estate Services

    Bellingham, WA
    3 days ago
  • $20 - $24 per hour

     ...At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and...  ...ancillary insurance options. GENERAL SUMMARY: The Loan Consultant II provides exceptional customer experience while providing... 
    Hourly pay
    Work at office

    Lendmark Financial Services, LLC

    Bellingham, WA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!