Financial Consultant: Wealth & Retirement Planner

WealthBridge Financial Group; Garden City (ID); 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

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a Financial Consultant in Garden City, Idaho, to engage clients and provide tailored financial advice. The ideal candidate will have a Bachelor's degree in finance or accounting, with strong analytical and communication skills. Responsibilities include understanding client objectives and leveraging financial expertise for investment and wealth management solutions. The position offers excellent benefits such as top-tier health coverage and a 401(k) retirement plan with company match.

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.

Responsibilities

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

Skills

Analytical skills

Problem-solving skills

Interpersonal skills

Communication skills

Client relationship management

Education

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

Job description

WealthBridge Financial Group is seeking a Financial Consultant in Garden City, Idaho, to engage clients and provide tailored financial advice. The ideal candidate will have a Bachelor's degree in finance or accounting, with strong analytical and communication skills. Responsibilities include understanding client objectives and leveraging financial expertise for investment and wealth management solutions. The position offers excellent benefits such as top-tier health coverage and a 401(k) retirement plan with company match.