Investment Advisor & Retirement Planning Specialist

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

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness resources

Career growth opportunities

Job summary

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

You will leverage advanced analytics and collaborate with a network of industry experts to develop actionable plans and build lasting client relationships, delivering exceptional service and clear guidance.

Qualifications

• Bachelor's degree in finance, accounting, or related field.
• Experience in financial consulting or similar role 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 across investments, retirement planning, and wealth management strategies.
• Leverage financial tools and analytics to assess client needs and develop effective action plans.
• Collaborate with a network of industry experts to deliver comprehensive solutions and long-term client relationships.

Skills

Analytical

Problem-solving

Communication

Interpersonal skills

Client relationships

Licenses or certifications

Education

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

Job description

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

You will leverage advanced analytics and collaborate with a network of industry experts to develop actionable plans and build lasting client relationships, delivering exceptional service and clear guidance.