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-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

Vacancy posted 11 hours ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Bellevue, WA vacancy
  •  ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in Kirkland, Washington. The successful candidate will engage with clients to understand their financial objectives and provide tailored advice that aligns with their goals... 
    Suggested

    WealthBridge Financial Group

    Kirkland, WA
    11 hours ago
  • $92.22k - $106.1k

     ....We are looking for an experienced and client-focused Workday Consultant to join our team. As a key member of the team, you will have an...  ...wear multiple hats and help shape the vision for our Workday Financials Practice. You will be responsible for implementing Workday solutions... 
    Suggested
    Full time
    Contract work
    Local area
    Flexible hours

    Armanino

    Bellevue, WA
    2 days ago
  • $50k

     ...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 clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus... 
    Suggested
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Bellevue, WA
    3 days ago
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Bellevue, WA
    3 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... 
    Suggested
    Hourly pay
    Full time
    Work experience placement
    Day shift

    KeyBank

    Bellevue, WA
    2 days ago
  •  ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Bellevue, WA
    1 day ago
  •  ...A financial technology company is looking for an experienced Financial Planner to craft financial plans and support members through an innovative platform. You will collaborate with a team of wealth advisors, offering insights and developing personalized strategies for... 

    Range

    Bellevue, WA
    11 hours ago
  •  ...The Financial Advisor plays a key role in delivering comprehensive, fiduciary-driven financial planning and relationship management for an assigned portfolio of existing clients. This role is centered on service, planning, operational execution, and maintaining high client... 
    Apprenticeship

    SR Staffing

    Bellevue, WA
    4 days ago
  •  ...Financial Counselor Position Fairfax Behavioral Health, founded in 1930, is a private, free-standing mental health hospital that specializes in psychiatric and detox treatment. We strive to meet and respond to the needs of our community by offering a continuum of care... 
    Work at office

    Alan B. Miller Medical Center

    Kirkland, WA
    2 days ago
  • $61k - $119k

     ...Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused... 
    For contractors
    Work at office

    Northwestern Mutual

    Bellevue, WA
    11 hours ago
  •  ...MassMutual Northwest MassMutual Northwest is seeking motivated and driven individuals interested in building a career in financial services. No prior industry experience is required. We provide training, licensing support, mentorship, and professional development to help... 
    Flexible hours

    MassMutual Seattle

    Bellevue, WA
    1 day ago
  • $19.23 - $28.37 per hour

     ...needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts...  ...building referral sources - through techniques such as tele-consulting, outside calling, prospecting and networking. (required) Experienced... 
    Hourly pay
    Work experience placement
    Work at office
    Day shift

    Key Bank

    Bellevue, WA
    1 day ago
  •  ...Fidelity Investments in Redmond, WA is seeking a Financial Consultant to engage face-to-face with clients at the Investor Center, offering mentorship and customized planning. You will leverage Fidelity's client base, strong resources, and onboarding support to expand... 

    Soteria Reinsurance Ltd.

    Redmond, WA
    11 hours ago
  •  ...Northwestern Mutual College Financial Representatives pursue an internship that builds a local and nationwide network within a Fortune 500 company. You learn to prospect, set meetings, and tailor financial plans while gaining exposure to proprietary software and weekly... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Bellevue, WA
    11 hours ago
  • A forward-thinking financial services company is seeking a Financial Consultant to offer flexible, remote consulting. In this role, you'll educate clients on financial strategies and present solutions that help them achieve their financial goals. This position offers the... 
    Remote work
    Flexible hours

    Melius Consulting

    Seattle, WA
    11 hours ago
  • $10k - $49.99k

     ...Alternate titles Financial Advisor Trainee Seattle Insurance Agent Career Washington Wealth Management Career Bellevue Location Seattle, WA Bellevue, WA Tacoma, WA Spokane, WA Vancouver, WA Everett, WA Kent, WA Renton, WA Olympia, WA Bellingham, WA Employment Type Independent... 
    Contract work
    For contractors
    Traineeship
    Self employment
    Work at office
    Local area
    Flexible hours

    WealthBridge Financial Group

    Bellevue, WA
    4 days ago
  • $140.3k - $210.5k

     ...Plans team works directly with customers through targeted micro consulting engagements to help solve their business needs using the...  ...methodologies.Our Consultants have a deep understanding of Workday Financials applications. In this position, we are looking for expertise... 
    Full time
    Remote work
    Home office
    Flexible hours

    Workday

    Seattle, WA
    8 hours ago
  • $116k - $229.1k

     ...bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-...  ...ends on 9/30/2026Work you'll doAs a Workday Financials Sr Consultant, you will lead project workstreams, identify and document business... 
    Local area

    Deloitte

    Seattle, WA
    4 days ago
  •  ...transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track to a better way to work. As a Workday WSS/CLM/Evisort Consultant, your primary responsibilities may include: Identification of... 
    Full time
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Seattle, WA
    4 days ago
  • $79k - $125k

     ...Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We...  ...fast-paced and challenging environment. Job Responsibilities Financial Planning and Analysis, including forecasting, budgeting, and preparation... 
    Full time
    Contract work
    Work experience placement
    Local area
    Flexible hours

    Armanino

    Bellevue, WA
    5 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 pay
    Full time
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Mercer Island, WA
    11 hours ago
  • $53k - $83k

     ...entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients'...  ...FINANCIAL PLANNER™ professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel... 
    Full time
    Part time
    Work experience placement
    Local area

    Ameriprise Financial

    Bellevue, WA
    4 days ago
  • $100k - $300k

     ...Generations Home Loans is seeking professionals with a financial services background who are interested in applying their client...  ...a related field, this opportunity offers a path to use your consultative skills in a purchase-focused mortgage environment. This... 

    Generations Home Loans

    Kirkland, WA
    3 days ago
  •  ...Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management platform reinventing the industry. We give people an all-in-one place to manage all aspects of their financial outlook. From buying a house to retiring early or taking care... 
    Work at office
    Relocation
    Monday to Friday
    Flexible hours

    Socket

    Bellevue, WA
    11 hours ago
  • $88k - $150k

     ...liquidity events and beyond. We serve ultra-high net worth founders, entrepreneurs, and first-generation wealth creators with complex financial lives, delivering integrated advice across investments, planning, and legacy considerations with discretion, rigor, and long-term... 
    Full time
    Work at office
    Monday to Friday
    Flexible hours

    Parcion Private Wealth

    Bellevue, WA
    11 hours ago
  • $19.23 - $28.37 per hour

     ...Financial Wellness Advisor Location: 3240 156th Avenue SE - Bellevue, Washington 98007 Job Summary Be a problem solver, trusted...  ...and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required) Experienced... 
    Hourly pay
    Work experience placement
    Work at office
    Day shift

    KeyCorp

    Bellevue, WA
    2 days ago
  •  ...and more exclusive features. Our Client is looking for talented Financial Advisors just like you! With your extraordinary knowledge and...  ...strategies. Opportunities in Bellevue WA for Investment Consultant Expertise We’re Looking For FINRA Series 7 & 63 required prior... 
    Full time

    BrokerHunter

    Bellevue, WA
    11 hours ago
  •  ...discipline, helping to prospect for new business and expand client relationshipsPossess knowledge and demonstrate ability to assist Financial Advisors in presenting total wealth management solutions including investment research, selection of investments and overall... 
    Full time

    LPL Financial

    Bellevue, WA
    5 days ago
  •  ...and environmental services, and we are committed to driving innovation and operational excellence for our partners. As a Financial Systems Consultant, you will play a pivotal role in supporting financial systems analysis and operational initiatives within a dynamic... 
    Local area

    Essnova Solutions, Inc.

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

     ...Northwestern Mutual College Financial Representative Internship 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... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Bellevue, WA
    4 days ago

Do you want to receive more vacancies?

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