Financial Consultant: Grow Client Wealth & Retirement

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

Benefits offered by this job

Health coverage

401(k) match

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 objectives, and provide tailored advice aligned with their goals. As part of the WealthBridge team, you will leverage analytics and industry networks to develop strategies across investments, retirement planning, and wealth management, fostering long-term client relationships.

Join a collaborative culture focused on delivering exceptional service and measurable financial

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

Skills

Analytical skills

Communication

Interpersonal skills

Client relationships

Financial planning licenses

Financial consulting experience

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 objectives, and provide tailored advice aligned with their goals. As part of the WealthBridge team, you will leverage analytics and industry networks to develop strategies across investments, retirement planning, and wealth management, fostering long-term client relationships.

Join a collaborative culture focused on delivering exceptional service and measurable financial