Strategic Financial Consultant - Wealth & Retirement

WealthBridge Financial Group; Louisville (KY); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Career training and growth

Job summary

WealthBridge Financial Group in Louisville, KY, seeks a results-oriented Financial Consultant to engage clients, understand their financial objectives, and provide tailored advice aligned with their goals.

You will use advanced financial tools to assess needs and develop investment, retirement, and wealth management strategies, collaborating with a network of experts to deliver comprehensive solutions.

Qualifications

• 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.
• Licenses or certifications in financial planning are a plus.

Responsibilities

• Engage with clients to understand financial objectives and provide tailored advice.
• Assess client needs using financial tools and analytics to develop action plans.
• Develop investment, retirement, and wealth management strategies for clients.
• Collaborate with a network of experts to deliver comprehensive solutions.

Skills

Analytical thinking

Communication skills

Client relationships

Problem-solving

Education

Bachelor's degree in finance/accounting

Job description

WealthBridge Financial Group in Louisville, KY, seeks a results-oriented Financial Consultant to engage clients, understand their financial objectives, and provide tailored advice aligned with their goals.

You will use advanced financial tools to assess needs and develop investment, retirement, and wealth management strategies, collaborating with a network of experts to deliver comprehensive solutions.