Strategic Wealth Advisor

Wealthbridge-Financial-Group; Basehor (KS); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is searching for a results-oriented Financial Consultant to join our team. In this role, you will connect with clients to understand their financial objectives and provide customized advice and strategies that align with their goals.

You will leverage your expertise to offer solutions including investment opportunities, retirement planning, and wealth management. As a Financial Consultant, you will play a critical role in empowering clients to make informed

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 aligned with goals.
• Utilize advanced financial tools and analytics for assessments.

Skills

Analytical skills

Communication skills

Interpersonal skills

Problem-solving skills

Education

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

Job description

WealthBridge Financial Group is searching for a results-oriented Financial Consultant to join our team. In this role, you will connect with clients to understand their financial objectives and provide customized advice and strategies that align with their goals.

You will leverage your expertise to offer solutions including investment opportunities, retirement planning, and wealth management. As a Financial Consultant, you will play a critical role in empowering clients to make informed