Strategic Wealth Advisor: Investments & Planning

WealthBridge Financial Group; Blue Ash (OH); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k) plan with company match

Life and disability insurance

Wellness programs

Training and growth opportunities

Job summary

WealthBridge Financial Group in Blue Ash, Ohio is seeking a results-oriented Comprehensive Wealth Advisor to engage with clients, understand financial objectives, and provide tailored advice across investments, retirement planning, and wealth management.

You will analyze client needs using advanced tools, develop actionable plans, and collaborate with a network of experts to deliver holistic strategies. Join a team committed to exceptional service and long-term client relationships.

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 across investments, retirement planning, and wealth management.
• Utilize advanced tools and analytics to assess client needs and develop effective action plans.
• Collaborate with a network of industry experts to deliver comprehensive wealth management strategies.

Skills

Client relationships

Financial analysis

Communication skills

Problem solving

Education

Bachelor's degree in finance or related field

Job description

WealthBridge Financial Group in Blue Ash, Ohio is seeking a results-oriented Comprehensive Wealth Advisor to engage with clients, understand financial objectives, and provide tailored advice across investments, retirement planning, and wealth management.

You will analyze client needs using advanced tools, develop actionable plans, and collaborate with a network of experts to deliver holistic strategies. Join a team committed to exceptional service and long-term client relationships.