Financial Consultant: Wealth Planning & Client Growth

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

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Career training opportunities

Job summary

WealthBridge Financial Group seeks a results-oriented Financial Consultant to engage with clients, understand their financial objectives, and offer tailored advice and strategies that align with their goals.

You will leverage your financial expertise to present investment opportunities, retirement planning, and wealth management solutions, using tools and analytics to build action plans and long-term client 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 and provide tailored advice and strategies.
• Leverage advanced financial tools and analytics to assess client needs and develop actionable plans.
• Collaborate with a network of industry experts and resources to deliver comprehensive solutions.

Skills

Analytical skills

Problem-solving

Communication skills

Client relationship building

Education

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

Job description

WealthBridge Financial Group seeks a results-oriented Financial Consultant to engage with clients, understand their financial objectives, and offer tailored advice and strategies that align with their goals.

You will leverage your financial expertise to present investment opportunities, retirement planning, and wealth management solutions, using tools and analytics to build action plans and long-term client relationships.