Financial Consultant: Wealth & Retirement Planner

WealthBridge Financial Group; Monument (CO); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company-m​

Life and disability insurance

Wellness programs and mental health

Career growth opportunities and on‑the

Job summary

WealthBridge Financial Group seeks 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, while collaborating with a network of industry experts to deliver exceptional service and build long-term

Qualifications

• Bachelor's degree in finance, accounting, or related field.
• Experience in financial consulting or similar role preferred.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills to connect with clients.
• Licenses or certifications in financial planning are a plus.

Responsibilities

• Engage with clients to understand financial objectives and provide tailored advice.
• Develop strategies aligning with clients' goals across investments, retirement, and wealth management.
• Utilize financial tools and analytics to assess client needs and craft action plans.
• Collaborate with a network of industry experts to enhance service.
• Deliver exceptional service and foster long-term client relationships.

Skills

Analytical skills

Communication

Interpersonal skills

Client relationship management

Education

Bachelor's degree in finance or accounting

Job description

WealthBridge Financial Group seeks 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, while collaborating with a network of industry experts to deliver exceptional service and build long-term