Strategic Wealth Planner

WealthBridge Financial Group; Topeka (KS); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Health coverage including medical, 
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401(k) retirement plan with company 
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Life and disability insurance

Wellness programs and mental health

Career growth opportunities and培训

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in Topeka. You will engage with clients to understand their financial objectives and provide tailored advice spanning investments, retirement planning, and wealth management strategies.

You will leverage advanced tools and analytics to assess client needs, develop actionable plans, and empower clients to make informed decisions.

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.

Responsibilities

• Engage with clients to understand their financial objectives and provide tailored advice.
• Offer comprehensive solutions including investment opportunities, retirement planning, and wealth management.
• Utilize advanced financial tools and analytics to assess client needs and develop action plans.
• Collaborate with a network of industry experts to deliver best-in-class service.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationship building

Problem solving

Licenses or certifications infinancial

Education

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

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in Topeka. You will engage with clients to understand their financial objectives and provide tailored advice spanning investments, retirement planning, and wealth management strategies.

You will leverage advanced tools and analytics to assess client needs, develop actionable plans, and empower clients to make informed decisions.