Personal Wealth Planner & Client-Focused Strategist

WealthBridge Financial Group; Alcoa (WA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) plan with company match

Life and disability insurance

Wellness programs

Career growth opportunities

Ongoing training

Job summary

WealthBridge Financial Group seeks a dedicated Financial Consultant to craft personalized financial plans and guide clients toward long-term goals. You will perform analyses of investments, risk management, retirement planning, and tax optimization to enhance client outcomes.

The ideal candidate combines strong financial product knowledge with excellent communication and relationship-building skills to grow our client base and support financial well-being.

Qualifications

• Bachelor’s degree in finance or related field.
• Experience in financial consulting or similar role.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal abilities.

Responsibilities

• Develop personalized financial plans for clients.
• Guide clients through financial decisions to reach goals.
• Conduct comprehensive analyses including investments and retirement planning.

Skills

Financial analysis

Client relationships

Communication skills

Problem solving

Financial products

Education

Bachelor's degree

Tools

Financial planning software

Job description

WealthBridge Financial Group seeks a dedicated Financial Consultant to craft personalized financial plans and guide clients toward long-term goals. You will perform analyses of investments, risk management, retirement planning, and tax optimization to enhance client outcomes.

The ideal candidate combines strong financial product knowledge with excellent communication and relationship-building skills to grow our client base and support financial well-being.