Senior Wealth Advisor & Client Impact Champion

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

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Ongoing training

Career growth opportunities

Job summary

WealthBridge Financial Group in Indiana seeks a results-oriented Wealth Management Consultant to engage with clients, understand financial objectives, and provide tailored advice across investments, retirement planning, and wealth strategies.

You will use advanced tools and collaborate with an expert network to develop actionable plans, build long-term relationships, and empower clients to make informed financial decisions.

Qualifications

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

Responsibilities

• Advise clients on investment opportunities and retirement planning.
• Assess client objectives and tailor financial strategies.
• Collaborate with network of industry experts to deliver solutions.
• Build long-term relationships through consistent service.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationship management

Education

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

Job description

WealthBridge Financial Group in Indiana seeks a results-oriented Wealth Management Consultant to engage with clients, understand financial objectives, and provide tailored advice across investments, retirement planning, and wealth strategies.

You will use advanced tools and collaborate with an expert network to develop actionable plans, build long-term relationships, and empower clients to make informed financial decisions.