Strategic Financial Planner & Client Growth Advisor

WealthBridge Financial Group; North Kansas City (MO); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Top-tier health coverage including medical, dental, and vision plans

401(k) retirement plan with company match

Life and disability insurance

Employee wellness programs

Career growth opportunities and ongoing training support

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to engage with clients and provide tailored financial advice and strategies. The role involves assessing client needs using advanced financial tools, offering investment opportunities, retirement planning, and wealth management strategies. Ideal candidates will have a bachelor's degree in finance or related field, strong analytical and communication skills, and experience in financial consulting. Join a passionate team dedicated to exceptional service and long-term client relationships.

Qualifications

• Experience in financial consulting or a similar role is preferred.
• 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.
• Provide tailored advice and strategies for wealth management.
• Utilize advanced financial tools and analytics to assess client needs.

Skills

Analytical skills

Communication skills

Interpersonal skills

Problem-solving skills

Relationship building

Education

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

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to engage with clients and provide tailored financial advice and strategies. The role involves assessing client needs using advanced financial tools, offering investment opportunities, retirement planning, and wealth management strategies. Ideal candidates will have a bachelor's degree in finance or related field, strong analytical and communication skills, and experience in financial consulting. Join a passionate team dedicated to exceptional service and long-term client relationships.