Client-Focused Financial Consultant for Wealth & Retirement Planning

WealthBridge Financial Group; Grand Forks (ND); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health coverage

401(k) retirement plan with company (4

Life and disability insurance

Wellness programs and mental health

Career growth opportunities and培训

Job summary

WealthBridge Financial Group in Grand Forks, ND is seeking a Financial Consultant to help clients achieve their financial objectives through personalized advice, retirement planning, and wealth management strategies. You will use advanced financial tools, analyze client needs, and collaborate with a network of experts to deliver comprehensive solutions and build long-term relationships.

The role emphasizes results, client service excellence, and ongoing training to stay ahead in financial

Qualifications

• Bachelor's degree in finance, accounting, or a related field.
• Experience in financial consulting or a similar role 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 are a plus.

Responsibilities

• Engage with clients to understand their financial objectives and risk tolerance.
• Provide tailored financial advice and strategies that align with clients' goals.
• Leverage financial tools and analytics to assess client needs and develop action plans.
• Collaborate with a network of industry experts and access to resources to serve clients effectively.

Skills

Analytical skills

Communication

Interpersonal skills

Problem-solving

Client relationships

Education

Bachelor's degree in finance, accounting, or related field

Tools

Financial tools

Job description

WealthBridge Financial Group in Grand Forks, ND is seeking a Financial Consultant to help clients achieve their financial objectives through personalized advice, retirement planning, and wealth management strategies. You will use advanced financial tools, analyze client needs, and collaborate with a network of experts to deliver comprehensive solutions and build long-term relationships.

The role emphasizes results, client service excellence, and ongoing training to stay ahead in financial