Financial Consultant: Growth, Planning & Client Impact

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

Benefits offered by this job

Health insurance

401(k) plan with company match

Life and disability insurance

Wellness programs

Training and career growth

Job summary

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

You will leverage advanced financial tools and analytics, collaborate with a network of industry experts, and develop actionable plans that empower clients to reach their goals and build long-term relationships.

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 for client engagement.
• Demonstrated ability to build and maintain client relationships.
• Licenses or certifications in financial planning are a plus.

Responsibilities

• Understand client financial objectives and tailor advice.
• Offer investment, retirement, and wealth management strategies.
• Assess client needs with financial tools and analytics.
• Collaborate with network of industry experts and resources.
• Foster long-term client relationships and positive service delivery.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationships

Financial planning licenses (plus)

Experience in financial consulting (pl

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 advice across investments, retirement planning, and wealth management.

You will leverage advanced financial tools and analytics, collaborate with a network of industry experts, and develop actionable plans that empower clients to reach their goals and build long-term relationships.