Financial Consultant

Wealthbridge-Financial-Group; Allouez (WI); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life insurance

Disability insurance

Wellness programs

Job summary

WealthBridge Financial Group is seeking a Financial Consultant to empower clients in Wisconsin with tailored advice across investments, retirement planning, and wealth management. You will assess client needs using advanced tools and analytics to craft comprehensive strategies.

Join a team dedicated to exceptional service and lifelong client relationships, with opportunities for growth, ongoing training, and access to extensive resources to support client success.

Qualifications

• Bachelor's degree in finance, accounting, or a related field.
• Experience in financial consulting or similar role is 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 their financial objectives.
• Provide tailored advice and strategies aligning with client goals.
• Leverage financial tools and analytics to assess client needs.
• Develop effective action plans and long-term wealth strategies.
• Collaborate with a network of industry experts and resources.

Skills

Analytical skills

Communication skills

Client relationships

Problem solving

Licenses/Certifications

Education

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

Job description

Financial Consultant | WealthBridge

WealthBridge Financial Group is seeking a results-orientedFinancial Consultantto 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.

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.

• 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 are a plus.

• 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