Strategic Wealth Advisor: Client-Centric Planning & Growth

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

Benefits offered by this job

Health coverage

401(k) match

Life insurance

Disability insurance

Wellness programs

Training opportunities

Job summary

WealthBridge Financial Group in Powell, OH, is seeking a Strategic Wealth Advisor to help clients achieve financial goals through tailored advice and comprehensive wealth plans.

You will analyze client needs, propose investment and retirement strategies, and collaborate with a broad network of experts to deliver exceptional service and long-term relationships.

The role offers growth opportunities and access to cutting-edge resources.

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.
• Top-tier health coverage including medical, dental, and vision plans for you and your dependents
• 401(k) retirement plan with company match to help you build long-term security
• Life and disability insurance for added peace of mind
• Employee wellness programs and mental health resources
• Career growth opportunities and ongoing training support

Responsibilities

• Develop tailored financial plans and investment strategies for clients.
• Collaborate with a network of industry experts to deliver comprehensive wealth solutions.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationship management

Financial planning licenses

Education

Bachelor's degree in finance or accounting or related field

Job description

WealthBridge Financial Group in Powell, OH, is seeking a Strategic Wealth Advisor to help clients achieve financial goals through tailored advice and comprehensive wealth plans.

You will analyze client needs, propose investment and retirement strategies, and collaborate with a broad network of experts to deliver exceptional service and long-term relationships.

The role offers growth opportunities and access to cutting-edge resources.