Top 36 Wealth management Jobs in Bellingham Wa

Career-Transition Partnership - For Advisors Approaching Reduced Production
WealthBridge Financial Group —Bellingham, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor - Washington (Career Changer / New to Industry)
WealthBridge Financial Group —Bellingham, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Consultant
WealthBridge Financial Group —Bellingham, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Experienced Financial Advisor - Independent Platform, Full Book Portability
WealthBridge Financial Group —Bellingham, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor
First Command Financial Services, Inc. —Anacortes, WA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training

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Private Client Advisor
Key Investment Services, LLC —Oak Harbor, WA
May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.
$80,168 a year

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Wealth Management Administrative Assistant
Vaco by Highspring —Columbus, OH
Process new account paperwork, account maintenance requests, and other client service transactions. Determining compensation for this role (and others) at Vaco/…
$65,000 - $75,000 a year
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14d
Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
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wealth management jobs near bellingham wa

Career-Transition Partnership - For Advisors Approaching Reduced Production

WealthBridge Financial Group -
Bellingham, WA

Quick Apply

Job Details

Full-time
$125,000 - $150,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
Vision insurance
401(k) matching
Opportunities for advancement

Qualifications

Customer relationship building
Bachelor's degree
Client retention
Data interpretation

Full Job Description

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

Quick Apply

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wealth management jobs in bellingham wa

Career-Transition Partnership - For Advisors Approaching Reduced Production

Financial Advisor - Washington (Career Changer / New to Industry)

Financial Consultant

Experienced Financial Advisor - Independent Platform, Full Book Portability

Financial Advisor

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