Financial Consultant: Wealth Planning & Client Growth

WealthBridge Financial Group; Everett (WA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Top-tier health coverage including med

401(k) retirement plan with company‑m

Life and disability insurance

Employee wellness programs and mental

Career growth opportunities andongoing

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to engage with clients, 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, while building long-term client relationships.

Qualifications

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

Skills

Analytical skills

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, 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, while building long-term client relationships.