Senior Wealth Advisor - Strategic Client Wealth & Planning

WealthBridge Financial Group; Akron (OH); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Top-tier health coverage including medical, dental, and vision plans

401(k) retirement plan with company match

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a results-oriented Senior Wealth Advisor to join our team in Akron, Ohio. In this position, you will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions encompassing investment opportunities, retirement planning, and wealth management strategies.

The role includes utilizing advanced financial tools to assess client needs, collaborating with industry experts, and accessing cutting-edge resources to enhance client service.

Top-tier health coverage, 401(k) retirement plan, and career growth opportunities are part of the benefits offered.

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.

Responsibilities

• Engage with clients to understand their financial objectives.
• Provide tailored advice and strategies that align with their goals.
• Utilize advanced financial tools and analytics to assess client needs.

Skills

Strong analytical skills

Excellent communication

Interpersonal skills

Problem-solving skills

Education

Bachelor's degree in finance, accounting, or a related field

Job description

WealthBridge Financial Group is seeking a results-oriented Senior Wealth Advisor to join our team in Akron, Ohio. In this position, you will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions encompassing investment opportunities, retirement planning, and wealth management strategies.

The role includes utilizing advanced financial tools to assess client needs, collaborating with industry experts, and accessing cutting-edge resources to enhance client service.

Top-tier health coverage, 401(k) retirement plan, and career growth opportunities are part of the benefits offered.