Strategic Financial Consultant - Wealth & Retirement Planning

WealthBridge Financial Group; Greeley (CO); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health coverage (medical, dental, and

401(k) with company match

Life and disability insurance

Wellness programs

Training & career growth

Job summary

WealthBridge Financial Group seeks a results-oriented Financial Consultant to engage with clients, assess objectives, and offer tailored advice across investments, retirement planning, and wealth management. You will leverage advanced tools and analytics, collaborate with a network of experts, and deliver actionable plans that help clients achieve long-term financial success.

Join a team focused on exceptional service, proactive guidance, and building lasting client relationships in a dynamic

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 risk tolerance.
• Provide tailored financial advice and strategies that align with clients' goals.
• Leverage 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.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationship management

Problem-solving

Education

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

Job description

WealthBridge Financial Group seeks a results-oriented Financial Consultant to engage with clients, assess objectives, and offer tailored advice across investments, retirement planning, and wealth management. You will leverage advanced tools and analytics, collaborate with a network of experts, and deliver actionable plans that help clients achieve long-term financial success.

Join a team focused on exceptional service, proactive guidance, and building lasting client relationships in a dynamic