Senior Financial Consultant: Wealth Planning

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

Benefits offered by this job

Health coverage

401(k) match

Life insurance

Disability insurance

Wellness programs

Training opportunities

Job summary

WealthBridge Financial Group seeks a results-oriented Financial Consultant to engage with clients, understand their financial objectives, and provide tailored advice and strategies aligned with their goals. The role leverages advanced financial tools to assess needs and develop action plans, supporting retirement planning and wealth management.

Join a collaborative team with access to industry experts and resources to empower clients to make informed financial decisions and achieve financial

Qualifications

• Bachelor's degree in finance, accounting, or a related field.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills to connect with clients.
• Demonstrated ability to build and maintain client relationships.
• Licenses or certifications in financial planning are a plus.

Skills

Analytical skills

Communication skills

Client relationship building

Education

Bachelor's degree in finance or accounting

Job description

WealthBridge Financial Group seeks a results-oriented Financial Consultant to engage with clients, understand their financial objectives, and provide tailored advice and strategies aligned with their goals. The role leverages advanced financial tools to assess needs and develop action plans, supporting retirement planning and wealth management.

Join a collaborative team with access to industry experts and resources to empower clients to make informed financial decisions and achieve financial