Strategic Financial Advisor for Wealth & Planning

WealthBridge Financial Group; South Dakota; On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) with company match

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. You will engage with clients to understand their financial objectives and provide tailored advice spanning investments, retirement planning, and wealth management.

Using advanced tools and analytics, you will assess client needs, develop action plans, and build long-term relationships through clear communication and expert guidance.

Qualifications

• Bachelor's degree in finance, accounting, or a related field.
• Experience in financial consulting or similar role preferred.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills to connect with clients.
• Demonstrated ability to build and maintain client relationships.

Responsibilities

• Provide tailored financial advice and strategies to clients.
• Assess client needs using financial tools and analytics.
• Collaborate with network of industry experts to serve clients.
• Support clients in investment opportunities, retirement planning, and wealth management.

Skills

Analytical skills

Communication skills

Client relationship building

Problem-solving

Financial knowledge

Education

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

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. You will engage with clients to understand their financial objectives and provide tailored advice spanning investments, retirement planning, and wealth management.

Using advanced tools and analytics, you will assess client needs, develop action plans, and build long-term relationships through clear communication and expert guidance.