Financial Consultant: Grow Client Impact & Transition

WealthBridge Financial Group; Spokane (WA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company 2x

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group in Spokane seeks a results-oriented Financial Consultant to engage with clients, understand their objectives, and provide tailored advice across investments, retirement planning, and wealth management.

You will use advanced financial tools and collaborate with a network of experts to develop action plans and empower clients to make informed decisions, while building long-term relationships.

Qualifications

• Bachelor's degree required in finance 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.
• 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 across investments, retirement planning, and wealth management.
• Leverage financial tools and analytics to assess client needs and develop effective action plans.
• Collaborate with a network of industry experts and access to resources to serve clients effectively.
• Build long-term client relationships through exceptional service and guidance.

Skills

Analytical skills

Communication skills

Relationship building

Client advisory

Education

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

Job description

WealthBridge Financial Group in Spokane seeks a results-oriented Financial Consultant to engage with clients, understand their objectives, and provide tailored advice across investments, retirement planning, and wealth management.

You will use advanced financial tools and collaborate with a network of experts to develop action plans and empower clients to make informed decisions, while building long-term relationships.