Financial Consultant: Wealth Planning & Client Growth

WealthBridge Financial Group; Newport (KY); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) with company match

Life and disability insurance

Wellness programs and mental health

Career growth and training

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to help clients define their financial objectives and receive tailored advice and strategies across investments, retirement planning, and wealth management. You will assess client needs using advanced tools and collaborate with a network of industry experts to deliver effective action plans.

Join a team dedicated to exceptional service, empowering clients to make informed decisions, and building long‑term

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 tailor advice.
• Provide investment opportunities, retirement planning, and wealth management strategies.
• Utilize advanced financial tools and analytics to assess client needs and develop action plans.
• Collaborate with a network of industry experts and resources to serve clients effectively.

Skills

Analytical skills

Communication

Client relationships

Education

Bachelor's degree in finance or accounting

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to help clients define their financial objectives and receive tailored advice and strategies across investments, retirement planning, and wealth management. You will assess client needs using advanced tools and collaborate with a network of industry experts to deliver effective action plans.

Join a team dedicated to exceptional service, empowering clients to make informed decisions, and building long‑term