Financial Consultant: Wealth Growth & Retirement Planning

WealthBridge Financial Group; Buhler (KS); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life insurance

Disability insurance

Wellness resources

Training opportunities

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to engage with clients, understand their financial objectives, and provide tailored advice and strategies aligned with goals.

You will analyze client needs with advanced financial tools, develop action plans, and collaborate with a network of experts to deliver investment opportunities, retirement planning, and wealth management solutions.

Qualifications

• Bachelor's degree in finance, accounting, or a related field.
• Experience in financial consulting or a 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 tailor advice.
• Utilize financial tools to assess needs and craft action plans.

Skills

Analytical thinking

Communication skills

Interpersonal skills

Client relationships

Financial planning licenses

Education

Bachelor's degree in finance 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 and strategies aligned with goals.

You will analyze client needs with advanced financial tools, develop action plans, and collaborate with a network of experts to deliver investment opportunities, retirement planning, and wealth management solutions.