Senior Financial Consultant: Wealth Planning & Growth

WealthBridge Financial Group; Raytown (MO); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life Insurance

Disability Insurance

Wellness programs

Training & growth

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to engage with clients, understand their objectives, and provide tailored advice that aligns with their goals.

You will leverage advanced tools to craft investment, retirement, and wealth management strategies, collaboratively supporting clients and building long-term relationships. You will work with a network of industry experts and access cutting-edge resources to enhance your ability to serve clients effectively.

Qualifications

• Bachelor's degree in finance, accounting, or a related field.
• Experience in financial consulting or a similar role is preferred.
• 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.

Responsibilities

• Engage with clients to understand financial objectives and tailor advice.
• Provide investment opportunities, retirement planning, and wealth management strategies.
• Leverage advanced financial tools to assess client needs and develop plans.
• Collaborate with a network of industry experts to serve clients effectively.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationships

Education

Bachelor's degree in Finance/Accounting

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to engage with clients, understand their objectives, and provide tailored advice that aligns with their goals.

You will leverage advanced tools to craft investment, retirement, and wealth management strategies, collaboratively supporting clients and building long-term relationships. You will work with a network of industry experts and access cutting-edge resources to enhance your ability to serve clients effectively.