Financial Consultant — 401(k) Match & Wealth Planning

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

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company

Life and disability insurance

Wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. You will engage with clients to understand their financial objectives and provide 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. You will collaborate with a network of industry experts and access cutting-edge resources to

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 for client engagement.
• Licenses or certifications in financial planning are a plus.

Responsibilities

• Engage with clients to understand financial objectives and tailor advice and strategies.
• Offer investment opportunities, retirement planning, and wealth management solutions.
• Leverage analytics to assess client needs and develop action plans.
• Collaborate with a network of industry experts to deliver comprehensive service.

Skills

Analytical thinking

Problem-solving

Communication skills

Interpersonal skills

Client relationship building

Education

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

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. You will engage with clients to understand their financial objectives and provide 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. You will collaborate with a network of industry experts and access cutting-edge resources to