Financial Consultant - Build Wealth & Retirement Plans

WealthBridge Financial Group; Auburn (KS); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life insurance

Disability insurance

Wellness programs

Training & growth

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant. You will engage with clients to understand their financial objectives and provide tailored advice and strategies aligned with their goals.

You will leverage your financial expertise to offer comprehensive solutions, including investments, retirement planning, and wealth management strategies, while using analytics to assess client needs and develop action plans.

Qualifications

• Bachelor's degree in finance, accounting, or related field.
• Experience in financial consulting or similar role preferred.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills to connect with clients.

Responsibilities

• Engage with clients to understand financial objectives and provide tailored advice.
• Utilize financial tools to assess needs and develop effective action plans.
• Collaborate with a network of industry experts to access cutting-edge resources.

Skills

Analytical thinking

Effective communication

Interpersonal skills

Client relationships

Education

Bachelor's degree in finance/accounting/related field

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant. You will engage with clients to understand their financial objectives and provide tailored advice and strategies aligned with their goals.

You will leverage your financial expertise to offer comprehensive solutions, including investments, retirement planning, and wealth management strategies, while using analytics to assess client needs and develop action plans.