Strategic Wealth Consultant & Retirement Planner

Wealthbridge-Financial-Group; Victoria (KS); On-site; USD 70,000 - 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 Financial Consultant to join our team. You will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals.

As a Financial Consultant at WealthBridge, you will apply your financial expertise to offer comprehensive solutions, including investments, retirement planning, and wealth management.

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 connect with clients.
• Licenses or certifications in financial planning are a plus.

Responsibilities

• Engage with clients to understand financial objectives and tailor advice.
• Develop action plans using financial tools and analytics.
• Build and maintain long-term client relationships.

Skills

Analytical thinking

Problem solving

Communication

Relationship building

Education

Bachelor's degree in finance or related field

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. You will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals.

As a Financial Consultant at WealthBridge, you will apply your financial expertise to offer comprehensive solutions, including investments, retirement planning, and wealth management.