Financial Consultant — Wealth Management & Client Impact

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

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company-m"

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group in Bozeman, MT seeks a Financial Consultant to guide clients toward their financial objectives, offering tailored advice on investments, retirement planning, and wealth strategies. You will engage with clients to understand their financial objectives and risk tolerance, providing tailored advice and strategies aligned with their goals.

You will leverage advanced financial tools and analytics to assess client needs and develop action plans, collaborating with a

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 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 risk tolerance.
• Provide tailored financial advice and strategies that align with clients' goals.
• Leverage financial tools and analytics to assess client needs and develop action plans.
• Collaborate with a network of industry experts and access to resources to serve clients effectively.

Skills

Analytical skills

Communication skills

Client relationship building

Education

Bachelor's degree in finance/accounting

Tools

Financial tools & analytics

Job description

WealthBridge Financial Group in Bozeman, MT seeks a Financial Consultant to guide clients toward their financial objectives, offering tailored advice on investments, retirement planning, and wealth strategies. You will engage with clients to understand their financial objectives and risk tolerance, providing tailored advice and strategies aligned with their goals.

You will leverage advanced financial tools and analytics to assess client needs and develop action plans, collaborating with a