Wealth Advisor: 401k Match & Strategic Planning

WealthBridge Financial Group; Eagle (ID); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health coverage

401(k) with match

Life & disability insurance

Wellness programs

Training & growth

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to help clients achieve their financial objectives through tailored advice on investments, retirement planning, and wealth management. You will analyze client needs with advanced tools, develop action plans, collaborate with industry experts, and build lasting relationships to deliver exceptional service and outcomes.

This role offers a collaborative environment with ongoing training and access to cutting-edge

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 strategies.
• Use advanced tools and analytics to assess client needs and develop action plans.
• Collaborate with a network of industry experts to deliver optimal service and outcomes.
• Build long-term client relationships and empower informed financial decisions.

Skills

Analytical thinking

Communication

Interpersonal skills

Problem solving

Education

Bachelor's degree in finance or related field

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to help clients achieve their financial objectives through tailored advice on investments, retirement planning, and wealth management. You will analyze client needs with advanced tools, develop action plans, collaborate with industry experts, and build lasting relationships to deliver exceptional service and outcomes.

This role offers a collaborative environment with ongoing training and access to cutting-edge