Strategic Wealth Advisor for Retirement & Investments

WealthBridge Financial Group; Canton (OH); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

Top-tier health coverage including med

401(k) retirement plan with company 1:

Life and disability insurance

Employee wellness programs

Job summary

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

As a Comprehensive Wealth Advisor, you will analyze client needs using advanced tools, develop action plans, and collaborate with a network of experts to deliver

Qualifications

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

Skills

Financial analysis

Client relationship management

Communication skills

Financial planning

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, delivering tailored advice and strategies to help clients meet their financial objectives. You will engage with clients to understand their goals and provide investment, retirement planning, and wealth management guidance.

As a Comprehensive Wealth Advisor, you will analyze client needs using advanced tools, develop action plans, and collaborate with a network of experts to deliver