Holistic Wealth Advisor | Retirement & Investment Strategy

WealthBridge Financial Group

Toledo (OH)

On-site

USD 85,000 - 120,000

Full time

3 days ago

Be an early applicant

Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Benefits offered by this job

Health coverage (medical, dental, and视

401(k) with company match

Life and disability insurance

Wellness programs

Career growth and training

Job summary

WealthBridge Financial Group is seeking a results-oriented Comprehensive Wealth Advisor to join our team in Toledo, OH. You will engage with clients to understand their financial objectives and provide tailored advice across investments, retirement planning, and wealth management.

You will leverage advanced financial tools and analytics to assess client needs and develop action plans, collaborating with a network of industry experts and accessing cutting-edge resources to empower clients to make

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.

Responsibilities

Engage with clients to understand their financial objectives and provide tailored advice and strategies across investments, retirement planning, and wealth management.
Utilize advanced financial tools and analytics to assess client needs and develop effective action plans.
Collaborate with a network of industry experts and access cutting-edge resources to serve clients effectively.
Deliver exceptional service and foster long-term client relationships.