Financial Consultant - Wealth Planning & Client Advisory

WealthBridge Financial Group; Manhattan (KS); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Health coverage (medical, dental, and,

401(k) retirement plan with company 0

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to engage with clients, assess their financial objectives, and tailor strategies that align with goals.

You will leverage advanced financial tools to provide comprehensive solutions, including investments, retirement planning, and wealth management, while building long-term client relationships in a dynamic team environment.

Qualifications

• Bachelor's degree in finance, accounting, or related field.
• Experience in financial consulting or a similar role preferred.
• Licenses or certifications in financial planning are a plus.

Responsibilities

• Engage with clients to understand their financial objectives and provide tailored advice and strategies.
• Offer comprehensive solutions including investments, retirement planning, and wealth management.
• Collaborate with a network of industry experts and leverage advanced tools to assess client needs and develop action plans.

Skills

Analytical skills

Problem solving

Communication skills

Interpersonal skills

Client relationship management

Education

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

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to engage with clients, assess their financial objectives, and tailor strategies that align with goals.

You will leverage advanced financial tools to provide comprehensive solutions, including investments, retirement planning, and wealth management, while building long-term client relationships in a dynamic team environment.