Financial Consultant - Wealth Planning & Client Impact

WealthBridge Financial Group; Dodge City (KS); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Top-tier health coverage including medical, dental, and vision

401(k) retirement plan with company match

Life and disability insurance

Employee wellness programs and mental health resources

Career growth opportunities and ongoing training support

Job summary

WealthBridge Financial Group based in Dodge City, Kansas is looking for a results-oriented Financial Consultant to join their team. The role involves engaging with clients, understanding their financial objectives, and providing tailored strategies for investment, retirement planning, and wealth management. The ideal candidate will have a Bachelor's degree in finance or a related field and possess excellent analytical and communication skills. Competitive benefits include top-tier health coverage and a 401(k) retirement plan.

Qualifications

• A Bachelor's degree in finance, accounting, or related fields is required.
• Experience in financial consulting or similar roles preferred.
• Strong analytical and problem-solving skills are essential.

Responsibilities

• Engage with clients to understand their financial objectives.
• Provide tailored financial advice and strategies.
• Utilize financial tools to assess client needs.

Skills

Analytical skills

Communication skills

Interpersonal skills

Problem-solving skills

Client relationship management

Education

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

Tools

Financial planning software

Job description

WealthBridge Financial Group based in Dodge City, Kansas is looking for a results-oriented Financial Consultant to join their team. The role involves engaging with clients, understanding their financial objectives, and providing tailored strategies for investment, retirement planning, and wealth management. The ideal candidate will have a Bachelor's degree in finance or a related field and possess excellent analytical and communication skills. Competitive benefits include top-tier health coverage and a 401(k) retirement plan.