Strategic Wealth Consultant

WealthBridge Financial Group; Jefferson City (MO); On-site; USD 65,000 - 100,000; Full time

Job summary

WealthBridge Financial Group is seeking a results-driven Financial Consultant to engage with clients, assess their financial objectives, and tailor advice across investments, retirement planning, and wealth management.

You will use advanced financial tools and analytics, develop action plans, and collaborate with a network of experts to help clients achieve their goals. Strong communication and relationship-building skills are essential to succeed in this client-facing role.

Qualifications

• Bachelor's degree in finance, accounting, or a related field is required or preferred.
• Experience in financial consulting or similar role is preferred.
• Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills to connect with clients.
• Demonstrated ability to build and maintain client relationships.
• Licenses or certifications in financial planning are a plus.

Responsibilities

• Understand clients' financial objectives and tailor advice across investments, retirement planning and wealth management.
• Analyze client needs using financial tools and analytics to develop effective action plans.
• Collaborate with a network of industry professionals to deliver comprehensive solutions.
• Build long-term client relationships and provide ongoing guidance.

Skills

Analytical skills

Problem solving

Communication skills

Interpersonal skills

Client relationships

Financial consulting experience

Education

Bachelor's degree in finance or accounting

Related field

Job description

WealthBridge Financial Group is seeking a results-driven Financial Consultant to engage with clients, assess their financial objectives, and tailor advice across investments, retirement planning, and wealth management.

You will use advanced financial tools and analytics, develop action plans, and collaborate with a network of experts to help clients achieve their goals. Strong communication and relationship-building skills are essential to succeed in this client-facing role.