Financial Consultant — Wealth Planning & Client Growth

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

Benefits offered by this job

Top-tier health coverage including med

401(k) retirement plan with company 5

Life and disability insurance

Employee wellness programs and mental

Career growth opportunities andongoing

Job summary

WealthBridge Financial Group seeks 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 aligned with their goals.

You will leverage your financial expertise to offer comprehensive solutions, including investments, retirement planning, and wealth-management strategies. Join WealthBridge to deliver exceptional service and build long-term client relationships.

Qualifications

• Bachelor's degree in finance, accounting, or a related field.
• Experience in financial consulting or a similar role preferred.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills to 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 comprehensive solutions including investments, retirement planning and wealth-management strategies.
• Utilize financial tools and analytics to assess client needs and develop action plans.
• Collaborate with a network of industry experts to enhance service quality.

Skills

Analytical skills

Communication

Relationship building

Problem solving

Education

Bachelor's degree in finance or related field

Job description

WealthBridge Financial Group seeks 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 aligned with their goals.

You will leverage your financial expertise to offer comprehensive solutions, including investments, retirement planning, and wealth-management strategies. Join WealthBridge to deliver exceptional service and build long-term client relationships.