Financial Planner

WealthBridge Financial Group; Lee's Summit (MO); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement plan with matching

Life and disability insurance

Wellness programs

Job summary

WealthBridge Financial Group in Lee's Summit, MO is seeking a results-oriented Financial Consultant to engage with clients, understand their financial objectives, and offer tailored advice on investments, retirement planning, and wealth management. You will leverage your expertise to craft comprehensive solutions and empower clients to make informed decisions.

You will utilize advanced financial tools and analytics to assess client needs, develop effective action plans, and collaborate with a

Qualifications

• Bachelor’s degree in finance or accounting required.
• Experience in financial consulting or similar role preferred.
• Strong analytical and problem solving abilities.

Responsibilities

• Engage with clients to understand financial objectives.
• Provide tailored investment, retirement, and wealth management strategies.
• Utilize financial tools and analytics to develop actionable plans.
• Build and maintain long-term client relationships.

Skills

Client engagement

Analytical skills

Communication skills

Relationship building

Problem solving

Education

Bachelor's degree in Finance/Accounting

Job description

Description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively. Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.

Requirements

• 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.

Benefits

• Top-tier health coverage including medical, dental, and vision plans for you and your dependents
• 401(k) retirement plan with company match to help you build long-term security
• Life and disability insurance for added peace of mind
• Employee wellness programs and mental health resources
• Career growth opportunities and ongoing training support