Strategic Wealth Advisor - Investments & Retirement Planning

WealthBridge Financial Group; Centerville (OH); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health coverage

401(k) matching

Life insurance

Disability insurance

Wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group in Centerville, Ohio is seeking a results-oriented Comprehensive Wealth Advisor to help clients achieve their financial objectives and provide tailored strategies across investments, retirement planning, and wealth management.

You will leverage advanced tools and analytics, engage with clients to build long-term relationships, and collaborate with a network of industry experts to deliver exceptional service.

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 provide tailored advice and strategies.
• Utilize advanced financial tools and analytics to assess client needs and develop action plans.
• Collaborate with a network of industry experts to deliver comprehensive wealth management solutions.

Skills

Analytical skills

Communication skills

Interpersonal skills

Problem solving

Education

Bachelor's degree in finance/accounting/related

Job description

WealthBridge Financial Group in Centerville, Ohio is seeking a results-oriented Comprehensive Wealth Advisor to help clients achieve their financial objectives and provide tailored strategies across investments, retirement planning, and wealth management.

You will leverage advanced tools and analytics, engage with clients to build long-term relationships, and collaborate with a network of industry experts to deliver exceptional service.