Strategic Wealth Advisor — Client Growth & Planning

WealthBridge Financial Group; Lewis Center (OH); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Career growth/support

Job summary

WealthBridge Financial Group seeks a Strategic Wealth Advisor to understand clients' financial goals and craft tailored strategies across investments, retirement planning, and wealth management. You will translate complex data into clear guidance and help clients secure long-term security.

Working with a network of experts and cutting-edge resources, you will develop actionable plans, foster lasting relationships, and empower clients to achieve sustained financial success.

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 financial objectives and provide tailored advice.
• Leverage financial expertise to offer comprehensive solutions including investments, retirement planning, and wealth management.
• Collaborate with a network of industry experts to develop action plans and deliver informed financial guidance.

Skills

Analytical thinking

Communication skills

Client relationship building

Education

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

Job description

WealthBridge Financial Group seeks a Strategic Wealth Advisor to understand clients' financial goals and craft tailored strategies across investments, retirement planning, and wealth management. You will translate complex data into clear guidance and help clients secure long-term security.

Working with a network of experts and cutting-edge resources, you will develop actionable plans, foster lasting relationships, and empower clients to achieve sustained financial success.