Strategic Wealth Advisor | Investments & Planning

WealthBridge Financial Group; Windsor (CT); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision coverage

401(k) with company match

Life and disability insurance

Employee wellness programs

Job summary

WealthBridge Financial Group is seeking a Financial Consultant to help clients achieve their financial goals through tailored advice in investments, retirement planning, and wealth management. You will engage clients to understand objectives and develop strategic plans using advanced tools and expert collaboration.

The role emphasizes relationship-building, analytical problem-solving, and delivering exceptional service with ongoing training opportunities.

Qualifications

• Bachelor’s degree in finance, accounting, or related field.
• Experience in financial consulting or a similar role.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills to engage clients.
• Ability to build and maintain client relationships.
• Licenses or certifications in financial planning are a plus.
• Health, dental, and vision insurance for you and dependents.
• 401(k) retirement plan with company match.
• Life and disability insurance.
• Employee wellness programs and mental health resources.
• Career growth opportunities and ongoing training.

Responsibilities

• Engage with clients to understand financial objectives and tailor advice.
• Provide investment, retirement planning and wealth management strategies.
• Use advanced financial tools to assess needs and develop action plans.
• Collaborate with a network of industry experts to serve clients.

Skills

Analytical skills

Communication skills

Client relationships

Financial consulting experience

Education

Bachelor's degree in finance or related field

Job description

WealthBridge Financial Group is seeking a Financial Consultant to help clients achieve their financial goals through tailored advice in investments, retirement planning, and wealth management. You will engage clients to understand objectives and develop strategic plans using advanced tools and expert collaboration.

The role emphasizes relationship-building, analytical problem-solving, and delivering exceptional service with ongoing training opportunities.