Holistic Wealth Advisor for Retirement & Growth

WealthBridge Financial Group; Dayton (OH); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health coverage

401(k) retirement plan with company •

Life and disability insurance

Wellness programs and mental health资源

Career growth opportunities and培训支持

Job summary

WealthBridge Financial Group in Dayton, OH seeks a Comprehensive Wealth Advisor to engage clients, understand their financial objectives, and provide tailored investment, retirement, and wealth management strategies. You will use advanced tools to assess needs and craft actionable plans while collaborating with industry experts to deliver exceptional service.

The role emphasizes building long-term client relationships through proactive guidance and trusted advisory leadership.

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.
• Licenses or certifications in financial planning are a plus.

Responsibilities

• Engage with clients to understand their financial objectives and provide tailored advice across investments, retirement planning, and wealth management strategies.
• Leverage advanced financial tools and analytics to assess client needs and develop actionable plans.
• Collaborate with a network of industry experts and resources to deliver exceptional service and build long-term client relationships.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationship skills

Education

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

Job description

WealthBridge Financial Group in Dayton, OH seeks a Comprehensive Wealth Advisor to engage clients, understand their financial objectives, and provide tailored investment, retirement, and wealth management strategies. You will use advanced tools to assess needs and craft actionable plans while collaborating with industry experts to deliver exceptional service.

The role emphasizes building long-term client relationships through proactive guidance and trusted advisory leadership.