Senior Investment Advisor | Client Wealth & Strategy

WealthBridge Financial Group; Terre Haute (IN); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Training opportunities

Job summary

WealthBridge Financial Group seeks a results-oriented Registered Investment Advisor to join our team in Terre Haute, IN. You will engage with clients to understand their financial objectives and provide tailored advice and strategies aligned with their goals.

You will leverage your expertise to offer comprehensive wealth management solutions, including investment opportunities, retirement planning, and ongoing client support.

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 effectively 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 their financial objectives and provide tailored advice.
• Utilize financial tools and analytics to assess client needs and develop effective action plans.
• Collaborate with a network of industry experts and resources to deliver comprehensive wealth management solutions.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationships

Education

Bachelor's degree in finance or accounting

Job description

WealthBridge Financial Group seeks a results-oriented Registered Investment Advisor to join our team in Terre Haute, IN. You will engage with clients to understand their financial objectives and provide tailored advice and strategies aligned with their goals.

You will leverage your expertise to offer comprehensive wealth management solutions, including investment opportunities, retirement planning, and ongoing client support.