Financial Consultant & Wealth Planning Advisor

WealthBridge Financial Group; New Hampshire; On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Employee wellness programs

Career growth opportunities

Ongoing 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 across investments, retirement planning, and wealth management.

You will leverage advanced financial tools and analytics to assess client needs and develop actionable plans. Collaborating with a network of industry experts and accessing cutting-edge resources will help you build long-term relationships

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.
• Provide tailored advice and strategies across investments, retirement planning, and wealth management.
• Utilize financial tools and analytics to assess client needs and develop effective action plans.
• Collaborate with a network of industry experts and access cutting-edge resources to enhance client service.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationship building

Education

Bachelor’s degree in finance or related field

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 across investments, retirement planning, and wealth management.

You will leverage advanced financial tools and analytics to assess client needs and develop actionable plans. Collaborating with a network of industry experts and accessing cutting-edge resources will help you build long-term relationships