Financial Consultant , Financial Advisor

Wealthbridge Financial Group
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📍 Bend, Oregon, United StatesFull time

About this role

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.

We have a unique CPA partnership program to establish that COI for consistent new clients, premium financing to attract UHNW, wealth management (of course), and a proven digital marketing strategy designed to drive meaningful growth in today's market.

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.

If you are ready to grow your practice, apply today!

  • 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.
  • Demonstrated ability to build and maintain client relationships.
  • Licenses or certifications in financial planning.
  • 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.

Frequently Asked Questions

Is the salary disclosed for the Financial Consultant , Financial Advisor position at Wealthbridge Financial Group?
The salary for this Financial Consultant , Financial Advisor role at Wealthbridge Financial Group is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Financial Consultant , Financial Advisor position at Wealthbridge Financial Group located?
This Financial Consultant , Financial Advisor role at Wealthbridge Financial Group is based in Bend, Oregon, United States. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Financial Consultant , Financial Advisor role at Wealthbridge Financial Group full-time or part-time?
This is listed as a Full time position. It is posted as a Financial Consultant , Financial Advisor role at Wealthbridge Financial Group.
How do I apply for the Financial Consultant , Financial Advisor position at Wealthbridge Financial Group?
Click the "Apply Now" button on this page. You will be redirected to Wealthbridge Financial Group's official application portal hosted on workable where you can submit your application directly.
When was the Financial Consultant , Financial Advisor job at Wealthbridge Financial Group posted?
This Financial Consultant , Financial Advisor position at Wealthbridge Financial Group was posted on Apr 21, 2026. Apply as soon as possible — early applications are often reviewed first.
Financial Consultant , Financial Advisor
Wealthbridge Financial Group
Apply for this role ↗

You'll be redirected to Wealthbridge Financial Group's official application page on workable.