Strategic Wealth Consultant

WealthBridge Financial Group; Eudora (KS); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health coverage

401(k) plan

Life insurance

Disability insurance

Wellness programs

Training & growth

Job summary

WealthBridge Financial Group seeks a results-oriented Financial Consultant to help clients define financial goals and deliver tailored strategies across investments, retirement planning, and wealth management.

You will work with a network of experts, use advanced tools to assess client needs, and develop actionable plans, while building long-term relationships through exceptional service. Join a team dedicated to empowering clients with smart, accessible guidance.

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

Skills

Analytical skills

Communication skills

Client relationship management

Education

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

Tools

Certifications in financial planning

Job description

WealthBridge Financial Group seeks a results-oriented Financial Consultant to help clients define financial goals and deliver tailored strategies across investments, retirement planning, and wealth management.

You will work with a network of experts, use advanced tools to assess client needs, and develop actionable plans, while building long-term relationships through exceptional service. Join a team dedicated to empowering clients with smart, accessible guidance.