Strategic Financial Consultant - Build Wealth & Plans

WealthBridge Financial Group; Rossville Township (KS); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life and disability insurance

Wellness programs

Career growth & training

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team and help clients achieve their financial goals with tailored strategies.

You will engage with clients to assess objectives, provide comprehensive advice on investments, retirement planning, and wealth management, and leverage advanced analytics to develop action plans. Join a collaborative network of experts and access to cutting-edge resources.

Qualifications

• Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills to 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.
• Provide tailored advice and strategies aligned with client goals.
• Offer investment opportunities, retirement planning, and wealth management guidance.
• Use financial tools and analytics to assess client needs and develop action plans.
• Collaborate with a network of industry experts to enhance service.

Skills

Analytical thinking

Communication skills

Interpersonal skills

Licenses or certifications (financial)

Education

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

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team and help clients achieve their financial goals with tailored strategies.

You will engage with clients to assess objectives, provide comprehensive advice on investments, retirement planning, and wealth management, and leverage advanced analytics to develop action plans. Join a collaborative network of experts and access to cutting-edge resources.