Financial Consultant: Build Wealth & Retirement Plans

WealthBridge Financial Group; Maple Grove (MN); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company  +

Life and disability insurance

Wellness programs

Job summary

WealthBridge Financial Group seeks a results-oriented Financial Consultant to engage clients, understand their objectives, and provide tailored financial strategies. You will offer investments, retirement planning, and wealth management solutions, using advanced tools to assess needs and develop action plans.

Join a collaborative team focused on long-term client success. This role emphasizes strong communication, relationship-building, and a commitment to helping clients achieve financial goals

Qualifications

• Bachelor's degree in finance, accounting, or related field required or preferred.
• Strong analytical and problem-solving abilities are essential.
• 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 provide tailored advice.
• Offer comprehensive solutions including investments, retirement planning, and wealth management.
• Utilize financial tools and analytics to assess client needs and develop action plans.
• Collaborate with a network of industry experts to serve clients effectively.
• Build long-term client relationships through exceptional service.

Skills

Analytical skills

Communication skills

Client relationship building

Education

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

Job description

WealthBridge Financial Group seeks a results-oriented Financial Consultant to engage clients, understand their objectives, and provide tailored financial strategies. You will offer investments, retirement planning, and wealth management solutions, using advanced tools to assess needs and develop action plans.

Join a collaborative team focused on long-term client success. This role emphasizes strong communication, relationship-building, and a commitment to helping clients achieve financial goals