Strategic Financial Consultant for Retirement & Wealth

WealthBridge Financial Group; Girard (KS); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Health coverage and dental/vision

Company 401(k) with match

Life and disability insurance

Wellness programs and mental health

Career growth and training

Job summary

WealthBridge Financial Group seeks a results-driven Financial Consultant to engage clients, assess financial goals, and provide tailored investment, retirement, and wealth management strategies. You will analyze client needs and develop actionable plans with полular tools and industry experts to drive informed decisions.

Join a team focused on exceptional service, client relationships, and long-term financial success, with opportunities for professional growth and career advancement in Kansas.

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.
• Excellent communication and interpersonal skills to effectively 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 and provide tailored advice and strategies.
• Offer comprehensive solutions including investment opportunities, retirement planning, and wealth management strategies.
• Utilize advanced financial tools and analytics to assess client needs and develop action plans.
• Collaborate with a network of industry experts and access to resources to serve clients effectively.
• Contribute to delivering exceptional service and fostering long-term client relationships.

Skills

Analytical skills

Communication skills

Relationship building

Financial consulting experience

Client-focused approach

Education

Bachelor's degree in finance or accounting

Licenses/certifications in financial planning (preferred)

Tools

Financial planning tools

Job description

WealthBridge Financial Group seeks a results-driven Financial Consultant to engage clients, assess financial goals, and provide tailored investment, retirement, and wealth management strategies. You will analyze client needs and develop actionable plans with полular tools and industry experts to drive informed decisions.

Join a team focused on exceptional service, client relationships, and long-term financial success, with opportunities for professional growth and career advancement in Kansas.