Financial Planner

WealthBridge Financial Group; Liberty (MO); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with match

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

A financial advisory firm located in Liberty, Missouri is seeking a results-oriented Financial Consultant. In this role, you will engage with clients to understand their financial goals and provide tailored advice. You'll utilize advanced financial tools and collaborate with industry experts to enhance service delivery. The ideal candidate should have a Bachelor's degree in finance or accounting and experience in financial consulting. The position offers comprehensive benefits including health coverage, a 401(k) plan, and growth opportunities.

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.

Responsibilities

• Engage with clients to understand their financial objectives.
• Utilize advanced financial tools and analytics to assess client needs.
• Collaborate with industry experts to enhance service delivery.
• Deliver exceptional service and foster long-term client relationships.

Skills

Analytical skills

Interpersonal skills

Problem-solving skills

Client relationship management

Education

Bachelor's degree in finance, accounting, or a related field

Job description

Overview

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 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.

Responsibilities

• Engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals.
• Utilize advanced financial 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 service delivery.
• Deliver exceptional service and foster long-term client 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.

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.