Financial Consultant, Financial Advisor

WealthBridge Financial Group; Gresham (OR); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company match

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group in Gresham is looking for a results-oriented Financial Consultant to join their team. You will provide clients with tailored advice and strategies to meet their financial objectives, leveraging your expertise in investment opportunities, retirement planning, and wealth management. The position includes strong collaboration with industry experts and access to advanced financial tools. Preferred candidates will have a Bachelor's degree in finance or accounting and experience in financial consulting. Health coverage and a 401(k) plan are part of the benefits.

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 required.
• Excellent communication 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 to align with client goals.
• Utilize advanced financial tools and analytics to assess client needs.
• Collaborate with industry experts and resources to serve clients effectively.

Skills

Analytical skills

Problem-solving skills

Interpersonal skills

Communication skills

Client relationship management

Education

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

Tools

Financial planning software

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to 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.

We have a unique CPA partnership program to establish that COI for consistent new clients, premium financing to attract UHNW, wealth management (of course), and a proven digital marketing strategy designed to drive meaningful growth in today's market.

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.

If you are ready to grow your practice, apply today!

Requirements

• 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.

Benefits

• 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.