Strategic Wealth Advisor

WealthBridge Financial Group; Bowling Green (KY); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life & disability insurance

Wellness programs

Training opportunities

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in Kentucky. You will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals, including investment opportunities, retirement planning, and wealth management.

You will leverage your analytical skills and industry knowledge to assess client needs, develop action plans, and collaborate with a network of experts to deliver

Qualifications

• Bachelor's degree in finance, accounting, or a related field is required.
• Experience in financial consulting or a similar role is preferred.
• Strong analytical and problem-solving skills are essential.
• Excellent communication and interpersonal skills to effectively connect with clients.
• Demonstrated ability to build and maintain client relationships; licenses/certifications in financial planning are a plus.

Responsibilities

• Engage with clients to understand their financial objectives and provide tailored advice and strategies.
• Offer comprehensive solutions including investment opportunities, retirement planning, and wealth management.
• Collaborate with a network of industry experts and utilize advanced financial tools to assess needs and develop action plans.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationships

Education

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

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in Kentucky. You will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals, including investment opportunities, retirement planning, and wealth management.

You will leverage your analytical skills and industry knowledge to assess client needs, develop action plans, and collaborate with a network of experts to deliver