Financial Consultant: Wealth & Retirement Planner

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

Benefits offered by this job

Top-tier health coverage

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 results-oriented Financial Consultant in Kansas City to engage clients and provide tailored financial strategies. You'll leverage financial expertise to offer investment opportunities, retirement planning, and wealth management solutions.

The role involves utilizing advanced financial tools for assessments and developing effective action plans, all while fostering long-term client relationships. Comprehensive benefits include top-tier health coverage and a 401(k) retirement plan.

Qualifications

• Experience in financial consulting or similar role preferred.
• Strong analytical and problem-solving skills required.
• Excellent communication skills needed to connect with clients.

Responsibilities

• Engage with clients to understand their financial objectives.
• Provide tailored advice and strategies aligned with client goals.
• Utilize advanced financial tools and analytics for client assessments.

Skills

Analytical skills

Interpersonal skills

Problem-solving skills

Education

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

Tools

Financial planning software

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant in Kansas City to engage clients and provide tailored financial strategies. You'll leverage financial expertise to offer investment opportunities, retirement planning, and wealth management solutions.

The role involves utilizing advanced financial tools for assessments and developing effective action plans, all while fostering long-term client relationships. Comprehensive benefits include top-tier health coverage and a 401(k) retirement plan.