Financial Consultant & Wealth Planner for Growth

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

Benefits offered by this job

Health coverage

401(k) retirement plan with company/em

Life and disability insurance

Wellness programs and mental health

Career growth & training

Job summary

WealthBridge Financial Group in Newton, Kansas, 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 investments, retirement planning, and wealth management, while using advanced tools to assess needs and develop action plans.

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.
• Offer investment opportunities, retirement planning, and wealth management strategies.
• Utilize advanced financial tools and analytics to assess client needs and develop action plans.
• Build and maintain long-term client relationships through exceptional service.

Skills

Analytical

Problem-solving

Communication

Interpersonal skills

Client relationships

Financial products knowledge

Education

Bachelor's degree in finance or accounting

Licenses or certifications in financial planning

Job description

WealthBridge Financial Group in Newton, Kansas, 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 investments, retirement planning, and wealth management, while using advanced tools to assess needs and develop action plans.