Strategic Wealth Advisor & Planner

WealthBridge Financial Group; Terre Haute (IN); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health coverage

401(k) plan

Life and disability insurance

Wellness resources

Training and growth

Job summary

WealthBridge Financial Group seeks a Wealth Management Consultant to identify client financial goals and provide tailored strategies for investments, retirement planning and wealth management. You will analyze client needs with advanced tools and collaborate with industry experts to deliver actionable plans.

You will foster long-term relationships through clear communication, diligent service, and ongoing client support, helping clients achieve financial success and security.

Qualifications

• Bachelor's degree in finance, accounting, or related field.
• Experience in financial consulting or a similar role 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 tailor advice.
• Offer comprehensive solutions including investment opportunities, retirement planning and wealth management strategies.
• Utilize advanced financial tools and analytics to assess client needs and develop action plans.
• Collaborate with a network of industry experts and access to resources to serve clients effectively.
• Deliver exceptional service and foster long-term client relationships.

Skills

Analytical thinking

Communication skills

Interpersonal skills

Client relationship management

Education

Bachelor's degree in finance or related field

Tools

Financial planning software

Job description

WealthBridge Financial Group seeks a Wealth Management Consultant to identify client financial goals and provide tailored strategies for investments, retirement planning and wealth management. You will analyze client needs with advanced tools and collaborate with industry experts to deliver actionable plans.

You will foster long-term relationships through clear communication, diligent service, and ongoing client support, helping clients achieve financial success and security.