Financial Consultant: Wealth Growth & Client Impact

WealthBridge Financial Group; Lexington (KY); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health coverage

401(k) company match

Life and disability insurance

Wellness resources

Career growth & training

Job summary

WealthBridge Financial Group in Lexington, KY is seeking a results-oriented Financial Consultant to join our team. You will engage with clients to understand their financial objectives and offer tailored advice and strategies that align with their goals.

You will use advanced financial tools and analytics to assess client needs and develop action plans, collaborating with a network of experts to deliver comprehensive investment, retirement, and wealth management solutions.

Qualifications

• 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 are a plus.

Responsibilities

• Engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals.
• Leverage financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.
• Utilize advanced financial tools and analytics to assess client needs and develop effective action plans.
• Collaborate with a network of industry experts and access to cutting-edge resources to serve clients effectively.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationship management

Education

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

Job description

WealthBridge Financial Group in Lexington, KY is seeking a results-oriented Financial Consultant to join our team. You will engage with clients to understand their financial objectives and offer tailored advice and strategies that align with their goals.

You will use advanced financial tools and analytics to assess client needs and develop action plans, collaborating with a network of experts to deliver comprehensive investment, retirement, and wealth management solutions.