Strategic Financial Consultant & Wealth Planner

Wealthbridge-Financial-Group; Derby (KS); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health coverage

401(k) plan with company match

Life and disability insurance

Wellness programs

Job summary

WealthBridge Financial Group in Kansas is seeking a results-oriented Financial Consultant to engage with clients, assess objectives, and provide tailored advice across investments, retirement planning, and wealth management. You will leverage analytical tools to develop actionable plans and meet client goals.

Collaborate with a network of industry experts and leverage WealthBridge resources to deliver exceptional service, build lasting relationships, and support clients in achieving financial

Qualifications

• Bachelor's degree in finance, accounting, or 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 financial objectives and tailor advice.
• Provide comprehensive solutions across investments, retirement planning, and wealth management.
• Use analytics to assess client needs and develop actionable plans.
• Collaborate with industry experts and WealthBridge resources to serve clients effectively.

Skills

Analytical thinking

Communication skills

Relationship management

Financial planning knowledge

Financial consulting experience

Education

Bachelor's degree in finance/accounting

Job description

WealthBridge Financial Group in Kansas is seeking a results-oriented Financial Consultant to engage with clients, assess objectives, and provide tailored advice across investments, retirement planning, and wealth management. You will leverage analytical tools to develop actionable plans and meet client goals.

Collaborate with a network of industry experts and leverage WealthBridge resources to deliver exceptional service, build lasting relationships, and support clients in achieving financial