Financial Consultant: Personal Wealth & Retirement Planning

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

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness resources

Training opportunities

Job summary

WealthBridge Financial Group in Kansas is seeking a results-driven Financial Consultant to engage with clients, understand their financial objectives, and deliver tailored advice and strategies in investments, retirement planning, and wealth management.

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

Qualifications

• Bachelor's degree in finance, accounting, or related field.
• Experience in financial consulting or similar role preferred.
• Strong analytical and problem-solving abilities.
• 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.

Skills

Analytical thinking

Interpersonal communication

Client relationship management

Education

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

Job description

WealthBridge Financial Group in Kansas is seeking a results-driven Financial Consultant to engage with clients, understand their financial objectives, and deliver tailored advice and strategies in investments, retirement planning, and wealth management.

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