Financial Consultant: Wealth Planner & Client Advisor

WealthBridge Financial Group; Box Elder (SD); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Life & disability insurance

Wellness programs

Training & career growth

Job summary

WealthBridge Financial Group in Box Elder, SD 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 on investments, retirement planning, and wealth management strategies.

You will use advanced financial tools and analytics, building strong client relationships and guiding clients toward informed financial decisions.

Qualifications

• 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

Skills

Analytical skills

Communication skills

Client relationship management

Education

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

Job description

WealthBridge Financial Group in Box Elder, SD 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 on investments, retirement planning, and wealth management strategies.

You will use advanced financial tools and analytics, building strong client relationships and guiding clients toward informed financial decisions.