Strategic Wealth Advisor — Financial Planning & Growth

WealthBridge Financial Group; Woodbury (MN); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement plan with company k

Life and disability insurance

Employee wellness programs

Career growth opportunities andongoing

Job summary

WealthBridge Financial Group in Minnesota is seeking a Financial Consultant to engage with clients to understand their financial objectives and provide tailored advice including investment opportunities, retirement planning, and wealth management strategies.

You will utilize financial tools and analytics to assess client needs, build long-term relationships, and support clients in achieving financial success through informed decisions.

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 their financial objectives and tailor advice and strategies
• Offer solutions including investment opportunities, retirement planning, and wealth management
• Utilize advanced financial tools and analytics to assess client needs and develop action plans
• Collaborate with a network of industry experts to deliver comprehensive service
• Build long-term client relationships and empower clients to make informed decisions

Skills

Analytical thinking

Communication

Interpersonal skills

Relationship building

Education

Bachelor's degree in finance or related field

Job description

WealthBridge Financial Group in Minnesota is seeking a Financial Consultant to engage with clients to understand their financial objectives and provide tailored advice including investment opportunities, retirement planning, and wealth management strategies.

You will utilize financial tools and analytics to assess client needs, build long-term relationships, and support clients in achieving financial success through informed decisions.