Strategic Financial Consultant for Wealth & Retirement

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

Benefits offered by this job

Health insurance

401(k) match

Life and disability insurance

Wellness programs

Career growth

Job summary

WealthBridge Financial Group in Kansas seeks a results-driven Financial Consultant to engage with clients, understand their financial objectives, and offer tailored strategies aligned with their goals. You will apply advanced financial tools to assess client needs and craft action plans for investments, retirement planning, and wealth management while fostering long-term client relationships.

Join a team dedicated to exceptional service, ongoing training, and growth opportunities, with a strong

Qualifications

• Bachelor's degree in finance, accounting, or a related field.
• Experience in financial consulting or 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.
• Develop strategies aligned with client goals, including investments and retirement planning.
• Leverage financial tools and analytics to assess client needs.
• Collaborate with a network of industry experts to serve clients effectively.
• Build and maintain long-term client relationships.

Skills

Analytical skills

Communication skills

Client relationships

Education

Bachelor's degree in finance/accounting/related field

Job description

WealthBridge Financial Group in Kansas seeks a results-driven Financial Consultant to engage with clients, understand their financial objectives, and offer tailored strategies aligned with their goals. You will apply advanced financial tools to assess client needs and craft action plans for investments, retirement planning, and wealth management while fostering long-term client relationships.

Join a team dedicated to exceptional service, ongoing training, and growth opportunities, with a strong