Strategic Investment Advisor | Wealth Growth & Planning

WealthBridge Financial Group; Dayton (OH); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company 5

Life and disability insurance

Wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group in Dayton, Ohio is seeking a results-oriented Registered Investment Advisor to join our team. You will work directly with clients to understand their financial objectives and craft tailored investment advice and wealth management strategies.

You will leverage advanced financial tools and analytics to assess client needs and develop effective action plans, collaborating with a network of industry experts to deliver comprehensive retirement planning and ongoing

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 provide tailored advice.
• Offer comprehensive wealth management strategies including investment opportunities and retirement planning.
• Leverage financial tools and analytics to assess client needs and develop action plans.
• Collaborate with a network of industry experts to enhance client service.
• Foster long-term client relationships through exceptional service.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationships

Education

Bachelor's degree in Finance/Accounting

Job description

WealthBridge Financial Group in Dayton, Ohio is seeking a results-oriented Registered Investment Advisor to join our team. You will work directly with clients to understand their financial objectives and craft tailored investment advice and wealth management strategies.

You will leverage advanced financial tools and analytics to assess client needs and develop effective action plans, collaborating with a network of industry experts to deliver comprehensive retirement planning and ongoing