Financial Consultant
Employment type
Full-time
Work setting
On-site
Location
Spokane Valley, WA
Schedule
Day shift
Posted
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Job overview
The Financial Consultant is an onsite position located in Spokane Valley, WA. Compensation is not specified, and the role supports the wealth management team at WealthBridge Financial Group. This role exists to provide tailored financial advice and strategies to clients. The consultant assesses client needs, develops action plans, and leverages industry expertise to help clients achieve their financial goals.
What you'll do
- Engage with clients
- provide financial advice
- develop investment and retirement strategies
- assess client needs
- build long-term relationships.
What we're looking for
- Skills & competencies
- full-timefinancial advisorconsultantwealth managementspokane valley waday shiftweekend requiredno on-callno travel
- Work arrangement
- Weekend coverage required
Benefits & perks
- 401(k) with match, Health, Dental, Vision, Life/Disability Insurance
Why this role
Access to cutting-edge resources and a network of industry experts.
About the employer
WealthBridge Financial Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: c21272a1-6eac-467d-92ef-96e9aa2e2886