Financial Consultant | Client‑Focused Wealth Advisor

WealthBridge Financial Group; Stewartville (MN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health coverage

401(k) plan

Life and disability insurance

Wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to engage with clients, understand their financial objectives, and provide tailored strategies across investments, retirement planning, and wealth management. You will use advanced tools and collaborate with a network of experts to deliver comprehensive financial solutions and empower clients to achieve their goals.

Join a passionate team dedicated to exceptional service, building long-term client relationships, and

Qualifications

• 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 connect with clients.
• Demonstrated ability to build and maintain client relationships.
• Licenses or certifications in financial planning are a plus.

Skills

Analytical skills

Communication skills

Relationship management

Licenses/certifications a plus

Education

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

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to engage with clients, understand their financial objectives, and provide tailored strategies across investments, retirement planning, and wealth management. You will use advanced tools and collaborate with a network of experts to deliver comprehensive financial solutions and empower clients to achieve their goals.

Join a passionate team dedicated to exceptional service, building long-term client relationships, and