Retirement-Ready Financial Consultant & Planner

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

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company 22

Life and disability insurance

Employee wellness programs

Career growth opportunities and on‑go

Job summary

WealthBridge Financial Group in Louisville, KY is seeking a results-oriented Financial Consultant to help clients achieve their financial objectives through tailored advice and strategies. You will analyze client needs, present investment opportunities, retirement planning, and wealth management solutions, and collaborate with a network of industry experts to enhance outcomes.

This role focuses on building long-term client relationships, delivering exceptional service, and guiding clients toward

Qualifications

• Bachelor’s degree in finance, accounting, or related field.
• Experience in financial consulting or similar role preferred.
• Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills.
• Licenses or certifications in financial planning are a plus.

Responsibilities

• Engage with clients to understand their financial objectives and provide tailored advice and strategies.
• Offer comprehensive solutions including investment opportunities, retirement planning, and wealth management strategies.
• Collaborate with a network of industry experts and leverage resources to enhance client outcomes.
• Develop action plans and empower clients to make informed financial decisions.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationships

Education

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

Job description

WealthBridge Financial Group in Louisville, KY is seeking a results-oriented Financial Consultant to help clients achieve their financial objectives through tailored advice and strategies. You will analyze client needs, present investment opportunities, retirement planning, and wealth management solutions, and collaborate with a network of industry experts to enhance outcomes.

This role focuses on building long-term client relationships, delivering exceptional service, and guiding clients toward