- Company: Wealth Bridge Financial Group
- Location: Kent, Washington
- Salary: $125,000–$150,000/yr
Wealth Bridge Financial Group — company details are preparing and update automatically in a few seconds (or refresh).
Join WealthBridge Financial Group as a Financial Consultant in Kent, Washington. This full-time position offers the opportunity to build lasting client relationships while guiding individuals toward their financial objectives through expert strategy and personalized planning.
About the Role
As a Financial Consultant with WealthBridge Financial Group, you'll serve as a trusted advisor to clients seeking clarity and direction in their financial lives. You'll combine strategic planning expertise with genuine client engagement, helping people make informed decisions about investments, retirement, and long-term wealth building. This role bridges comprehensive financial knowledge with the interpersonal skills needed to translate complex concepts into actionable plans.
What You'll Do
- Meet with clients to understand their financial situation, goals, and risk tolerance
- Design customized investment and retirement planning strategies aligned with individual objectives
- Present comprehensive financial solutions and explain how they address client needs
- Identify and recommend investment opportunities suited to each client's timeline and goals
- Build and maintain strong client relationships through consistent, attentive service
- Monitor client accounts and adjust strategies as financial circumstances and market conditions change
- Stay informed about market trends, investment products, and regulatory developments in financial services
What We're Looking For
- Strong background in financial planning, investments, or related financial services
- Ability to communicate financial concepts clearly to clients with varying levels of expertise
- Excellent interpersonal and relationship-building skills
- Detail-oriented approach with strong analytical and problem-solving abilities
- Track record of providing client-focused advice and service
- Professional certifications such as CFP, CFA, or Series 7/65 preferred
- Commitment to understanding client interests and delivering tailored guidance
About WealthBridge Financial Group
WealthBridge Financial Group partners with individuals and families to develop comprehensive financial strategies that support their goals. Operating from Kent, Washington, we emphasize personalized service, expertise, and client-centric advisory.
How to Apply
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Listing facts
- Role Financial Consultant
- Employer Wealth Bridge Financial Group
- Location Kent, Washington
- Type Full Time
- Pay (from listing) $125,000–$150,000/yr
- Posted June 24, 2026
- Apply by August 2, 2026
- Country United States
- Overview Full job description on this page (304 words)
Facts above come from this job record on Get A Job.AI — not copied from third-party review sites.
Typical work in Financial Consultant
Independent occupational context from O*NET (U.S. public-domain labor data). This is about the occupation, not a rewrite of this employer's posting.
- Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Answer clients' questions about the purposes and details of financial plans and strategies.
- Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
- Manage client portfolios, keeping client plans up-to-date.
- Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
Employer website
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Occupation family: Financial Consultant
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