Financial Consultant: Wealth Management & Retirement Planning

WealthBridge Financial Group; Gresham (OR); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health coverage

401(k) with match

Life insurance

Disability insurance

Wellness programs

Career training

Job summary

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

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies, while collaborating with a network of industry experts to serve clients effectively.

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.

Responsibilities

• Engage with clients to understand their financial objectives and provide tailored advice and strategies.
• Leverage financial expertise to offer comprehensive solutions, including investments and retirement planning.
• Collaborate with industry experts and resources to serve clients effectively.
• Support CPA partnership and premium financing initiatives to attract UHNW clients.

Skills

Analytical

Communication

Interpersonal

Client relationships

Problem solving

Education

Bachelor's degree in finance or accounting

Job description

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

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies, while collaborating with a network of industry experts to serve clients effectively.