Client-Focused Investment Advisor | Grow Clients’ Wealth

Wealthbridge-Financial-Group; Dayton (OH); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health coverage including medical, Rx,

401(k) retirement plan with company to

Job summary

WealthBridge Financial Group in Dayton, OH seeks a results-oriented Registered Investment Advisor to help clients define goals and deliver tailored investment and wealth-management strategies.

You will use advanced analytics to assess needs, provide comprehensive financial planning, and coordinate with a network of experts to ensure exceptional service and long-term client relationships.

Qualifications

• Bachelor's degree in finance, accounting, or related field is required.
• Experience in financial consulting or similar role preferred.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills to 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 financial objectives and tailor advice.
• Provide investment opportunities, retirement planning, and wealth management strategies.
• Leverage financial tools and analytics to assess client needs and develop action plans.
• Collaborate with a network of industry experts to enhance service quality.

Skills

Analytical thinking

Problem solving

Communication skills

Interpersonal skills

Relationship building

Education

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

Job description

WealthBridge Financial Group in Dayton, OH seeks a results-oriented Registered Investment Advisor to help clients define goals and deliver tailored investment and wealth-management strategies.

You will use advanced analytics to assess needs, provide comprehensive financial planning, and coordinate with a network of experts to ensure exceptional service and long-term client relationships.