Investment Advisor — Client Wealth & Retirement Planning

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

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company 4%

Life and disability insurance

Wellness programs and mental health

Career growth opportunities

Job summary

WealthBridge Financial Group in Cleveland seeks a results-oriented Registered Investment Advisor to engage with clients, understand their financial objectives and provide tailored advice, including investment opportunities and retirement planning.

You will leverage analytics to assess client needs, develop action plans, and collaborate with a network of industry experts to deliver comprehensive wealth management solutions and build 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.

Skills

Analytical and problem-solving skills

Communication and interpersonal skills

Client relationship management

Education

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

Job description

WealthBridge Financial Group in Cleveland seeks a results-oriented Registered Investment Advisor to engage with clients, understand their financial objectives and provide tailored advice, including investment opportunities and retirement planning.

You will leverage analytics to assess client needs, develop action plans, and collaborate with a network of industry experts to deliver comprehensive wealth management solutions and build long-term client relationships.