Strategic Wealth Planner: Client-Focused Advisor

WealthBridge Financial Group

Dayton (KY)

On-site

USD 70,000 - 110,000

Full time

14 days+

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Benefits offered by this job

Health insurance

401(k) match

Life & disability insurance

Wellness programs

Career growth

Job summary

WealthBridge Financial Group is seeking a results-oriented Wealth Planning Advisor to join our team in Kentucky. You will engage with clients to understand their financial objectives and provide tailored advice that aligns with your goals, including investment opportunities and retirement planning.

You will use advanced tools and collaborate with a network of experts to develop actionable plans. We offer comprehensive benefits, career growth, and a supportive environment dedicated to delivering

Qualifications

Bachelor's degree in finance, accounting, or related field.
Experience in financial consulting or a similar role preferred.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal skills.
Licenses or certifications in financial planning are a plus.

Responsibilities

Engage with clients to understand their financial objectives.
Provide tailored advice and strategies aligned with goals.
Assist with investment opportunities, retirement planning, and wealth management.
Collaborate with a network of industry experts to deliver optimal solutions.

Skills

Analytical skills

Communication skills

Client relationships

Financial consulting

Education

Bachelor's degree in finance or related field

Job description

You will use advanced tools and collaborate with a network of experts to develop actionable plans. We offer comprehensive benefits, career growth, and a supportive environment dedicated to delivering

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