Financial Consultant: Wealth & Retirement Planning

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

Benefits offered by this job

Health coverage

401(k) retirement plan with company**

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group seeks a results-oriented Financial Consultant to engage with clients, understand their financial objectives, and provide tailored advice and strategies that align with their goals.

You will leverage advanced tools and analytics to assess client needs, offer investment opportunities, retirement planning, and wealth management guidance, while collaborating with a network of industry experts to serve clients effectively.

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 with clients to understand their financial objectives and provide tailored advice.
• Leverage financial expertise to offer comprehensive solutions including investment opportunities, retirement planning, and wealth management strategies.
• Collaborate with a network of industry experts and access to resources to serve clients effectively.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationships

Education

Bachelor's degree in finance or related field

Job description

WealthBridge Financial Group seeks a results-oriented Financial Consultant to engage with clients, understand their financial objectives, and provide tailored advice and strategies that align with their goals.

You will leverage advanced tools and analytics to assess client needs, offer investment opportunities, retirement planning, and wealth management guidance, while collaborating with a network of industry experts to serve clients effectively.