Financial Consultant – Wealth Planning & 401(k) Match

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

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Career growth & training

Job summary

WealthBridge Financial Group seeks a details-driven Financial Consultant to engage with clients, understand their financial objectives, and tailor advice and strategies that align with goals.

You will offer investment opportunities, retirement planning, and wealth management solutions, using advanced tools to assess needs and develop actionable plans. Join a team dedicated to delivering exceptional service and fostering long-term client relationships.

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.
• 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 provide tailored advice.
• Offer investment opportunities, retirement planning, and wealth management strategies.
• Assess client needs using financial tools and analytics to develop action plans.
• Collaborate with industry experts to serve clients effectively.
• Build long-term client relationships through exceptional service.

Skills

Analytical skills

Communication skills

Interpersonal skills

Problem-solving

Education

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

Licenses or certifications in financial planning

Job description

WealthBridge Financial Group seeks a details-driven Financial Consultant to engage with clients, understand their financial objectives, and tailor advice and strategies that align with goals.

You will offer investment opportunities, retirement planning, and wealth management solutions, using advanced tools to assess needs and develop actionable plans. Join a team dedicated to delivering exceptional service and fostering long-term client relationships.