Financial Consultant - Wealth & Retirement Advisory

WealthBridge Financial Group; Lansing (KS); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company/m

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking 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 that align with their goals.

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering

Qualifications

• Bachelor's degree or higher in finance, accounting, or related field.
• Experience in financial consulting or a similar role is preferred.
• Strong analytical and problem-solving skills are essential.
• 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 and strategies.
• Leverage financial tools to assess needs and develop action plans for investments, retirement, and wealth management.
• Collaborate with a network of experts and resources to deliver comprehensive financial solutions.

Skills

Analytical thinking

Problem solving

Communication

Interpersonal skills

Client relationships

Education

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

Licenses or certifications in financial planning

Job description

WealthBridge Financial Group is seeking 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 that align with their goals.

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering