Financial Consultant: Wealth, Retirement & Client Strategy

WealthBridge Financial Group; Owensboro (KY); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Top-tier health coverage including med

401(k) retirement plan with company

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 investments, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make

Qualifications

• Bachelor's degree or higher in finance, accounting, or related field.
• Experience in financial consulting or similar role preferred.
• Strong analytical and problem‑solving skills.

Responsibilities

• Engage with clients to understand financial objectives and tailor advice.
• Develop and present wealth management strategies including investments and retirement planning.
• Collaborate with a network of industry experts to deliver comprehensive solutions.
• Build and maintain long‑term client relationships and provide exceptional service.

Skills

Analytical thinking

Communication skills

Client relationship building

Financial analysis

Education

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

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 investments, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make