Financial Consultant: Wealth Strategy & Client Growth

WealthBridge Financial Group; North Liberty (IA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health coverage

401(k) plan

Life and disability insurance

Wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group in North Liberty, IA is seeking 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, including investments, retirement planning, and wealth management.

This role leverages advanced financial tools and analytics to assess client needs, develop action plans, and help clients make informed decisions.

Qualifications

• Bachelor's degree in finance, accounting, or a related field.
• Experience in financial consulting or a similar role is preferred.
• Licenses or certifications in financial planning are a plus.

Skills

Analytical skills

Communication skills

Interpersonal skills

Problem-solving

Experience in financial consulting

Client relationship-building

Financial planning licenses

Education

Bachelor's degree in finance or related field

Job description

WealthBridge Financial Group in North Liberty, IA is seeking 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, including investments, retirement planning, and wealth management.

This role leverages advanced financial tools and analytics to assess client needs, develop action plans, and help clients make informed decisions.