Senior Wealth Advisor - Strategic Client Wealth & Planning

WealthBridge Financial Group

Brownsburg (IN)

On-site

USD 70,000 - 100,000

Full time

14 days+

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Benefits offered by this job

Top-tier health coverage

401(k) retirement plan

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is looking for a results-oriented Senior Wealth Advisor in Brownsburg, Indiana. You will engage with clients to understand their financial objectives and provide tailored advice, leveraging your expertise for comprehensive solutions like investment opportunities and retirement planning.

In this role, you will utilize advanced tools to develop effective action plans and enhance client service through collaboration with industry experts.

Competitive benefits include top-tier health coverage, a 401(k) retirement plan, and career growth opportunities.

Qualifications

Experience in financial consulting or a similar role preferred.
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.
Provide tailored advice and strategies that align with clients' goals.
Utilize advanced financial tools and analytics to assess client needs.

Skills

Analytical skills

Communication skills

Problem-solving skills

Education

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

Job description

In this role, you will utilize advanced tools to develop effective action plans and enhance client service through collaboration with industry experts.

Competitive benefits include top-tier health coverage, a 401(k) retirement plan, and career growth opportunities.

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