Strategic Wealth Advisor: Client Growth & Planning

Wealthbridge-Financial-Group; Akron (OH); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs and mental health

Career growth opportunities

Job summary

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

You will leverage advanced financial tools to assess client needs and develop action plans, collaborate with a network of experts, and help clients make informed decisions while

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.

Skills

Analytical skills

Communication skills

Client relationship skills

Problem-solving

Education

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

Job description

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

You will leverage advanced financial tools to assess client needs and develop action plans, collaborate with a network of experts, and help clients make informed decisions while