Financial Consultant: Wealth Strategy & Client Growth

WealthBridge Financial Group; Park Hills (KY); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company  |

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to engage with clients, understand their objectives, and provide tailored advice aligned with their goals. You will guide investment opportunities, retirement planning, and wealth management strategies to help clients achieve financial success.

You will leverage analytical tools to assess client needs, develop action plans, and empower informed decision-making.

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 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 and strategies.
• Leverage financial expertise to offer comprehensive solutions, including investments, retirement planning, and wealth management.
• Utilize tools and analytics to assess client needs and develop effective action plans.
• Collaborate with a network of industry experts and access to resources to enhance client outcomes.

Skills

Analytical skills

Problem solving

Excellent communication

Interpersonal skills

Client relationships

Licenses/certifications

Education

Bachelor's degree in finance or related field

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to engage with clients, understand their objectives, and provide tailored advice aligned with their goals. You will guide investment opportunities, retirement planning, and wealth management strategies to help clients achieve financial success.

You will leverage analytical tools to assess client needs, develop action plans, and empower informed decision-making.