Financial Consultant: Wealth & Retirement Planner

WealthBridge Financial Group; Overland Park (KS); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Life and disability insurance

Wellness programs

Career development

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to engage with clients, understand their financial objectives, and provide tailored strategies for investments, retirement planning, and wealth management.

You will leverage advanced financial tools to assess client needs, develop effective action plans, and collaborate with a network of industry experts to deliver exceptional service and long-term relationships.

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.
• Excellent communication and interpersonal skills to effectively connect with clients.
• Demonstrated ability to build and maintain client relationships.
• Licenses or certifications in financial planning are a plus.

Responsibilities

• Engage clients to understand financial objectives and tailor advice.
• Provide investment opportunities and retirement planning strategies.
• Develop action plans using analytical tools and resources.
• Build long-term client relationships through ongoing support.

Skills

Analytical skills

Communication skills

Interpersonal skills

Licenses/certifications in financial​-

Financial consulting experience

Education

Bachelor's degree in finance/accounting/related field

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to engage with clients, understand their financial objectives, and provide tailored strategies for investments, retirement planning, and wealth management.

You will leverage advanced financial tools to assess client needs, develop effective action plans, and collaborate with a network of industry experts to deliver exceptional service and long-term relationships.