Strategic Wealth Advisor & Retirement Planner

Wealthbridge-Financial-Group; Greenfield (IN); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Career growth & training

Job summary

WealthBridge Financial Group is seeking a results-oriented Wealth Management Consultant to join our Indianapolis-area team. You will engage with clients to understand their financial objectives and provide tailored advice aligned with their goals.

You will leverage your expertise to offer comprehensive solutions, including investments, retirement planning, and ongoing wealth management, while collaborating with industry experts and leveraging advanced resources.

Qualifications

• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills to effectively connect with clients.
• Demonstrated ability to build and maintain client relationships.
• Licences or certifications in financial planning are a plus.
• Bachelor's degree in finance, accounting, or related field.

Responsibilities

• Engage with clients to understand their financial objectives and provide tailored advice and strategies.
• Leverage financial expertise to offer comprehensive solutions, including investments, retirement planning, and wealth management strategies.
• Utilize advanced financial tools and analytics to assess client needs and develop effective action plans.
• Collaborate with a network of industry experts and access cutting-edge resources to serve clients effectively.

Skills

Analytical skills

Problem-solving

Communication skills

Interpersonal skills

Client relationship skills

Education

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

Job description

WealthBridge Financial Group is seeking a results-oriented Wealth Management Consultant to join our Indianapolis-area team. You will engage with clients to understand their financial objectives and provide tailored advice aligned with their goals.

You will leverage your expertise to offer comprehensive solutions, including investments, retirement planning, and ongoing wealth management, while collaborating with industry experts and leveraging advanced resources.