Strategic Wealth Advisor | Growth, Planning & 401(k) Match

WealthBridge Financial Group; Indiana (PA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Top-tier health coverage including medical, dental, and vision plans

401(k) retirement plan with company match

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group, based in Indiana, Pennsylvania, is seeking a Financial Consultant to join their team. In this role, you will engage with clients to understand their financial goals and provide personalized advice and strategies. Ideal candidates will have a bachelor's degree in finance or a related field and strong analytical and communication skills. The position offers top-tier health coverage, a 401(k) plan, life insurance, and career growth opportunities.

Qualifications

• Experience in financial consulting or a similar role is preferred.
• 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.
• Provide tailored financial advice and strategies to clients.
• Utilize advanced financial tools and analytics to assess client needs.

Skills

Analytical skills

Problem-solving skills

Communication skills

Interpersonal skills

Client relationship building

Education

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

Job description

WealthBridge Financial Group, based in Indiana, Pennsylvania, is seeking a Financial Consultant to join their team. In this role, you will engage with clients to understand their financial goals and provide personalized advice and strategies. Ideal candidates will have a bachelor's degree in finance or a related field and strong analytical and communication skills. The position offers top-tier health coverage, a 401(k) plan, life insurance, and career growth opportunities.