Senior Financial Consultant: Grow Clients’ Wealth & Plans

WealthBridge Financial Group; Blue Springs (MO); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health coverage

Retirement plan with company match

Life and disability insurance

Wellness programs

Career growth & training

Job summary

WealthBridge Financial Group in Missouri seeks a results-oriented Financial Consultant to engage with clients, understand their objectives, and provide tailored financial strategies, including investments, retirement planning, and wealth management.

You will leverage analytics and collaborate with a network of experts to deliver comprehensive solutions and foster long-term client relationships, with a strong commitment to client success.

Qualifications

• Bachelor's degree in finance, accounting or related field.
• Experience in financial consulting or similar role preferred.
• Strong analytical, problem-solving and interpersonal skills.

Responsibilities

• Engage with clients to understand financial objectives and provide tailored advice.
• Develop actionable wealth management strategies and investment plans.

Skills

Analytical skills

Problem-solving

Communication

Interpersonal skills

Relationship-building

Education

Bachelor's degree in finance or related field

Job description

WealthBridge Financial Group in Missouri seeks a results-oriented Financial Consultant to engage with clients, understand their objectives, and provide tailored financial strategies, including investments, retirement planning, and wealth management.

You will leverage analytics and collaborate with a network of experts to deliver comprehensive solutions and foster long-term client relationships, with a strong commitment to client success.