Wealth Advisor: Build Plans & Grow Client Relationships

WealthBridge Financial Group; Ellinwood (KS); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company 2x

Life and disability insurance

Wellness programs

Ongoing training

Job summary

WealthBridge Financial Group in Kansas is seeking a results-oriented Financial Consultant to join our team. You will engage with clients to understand their financial objectives, assess risk, and provide tailored advice and strategies that align with their goals, while building trust and delivering exceptional service.

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.

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, assess risk, and provide tailored advice and strategies.
• Leverage advanced financial tools and analytics to assess client needs and develop action plans.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationship building

Licenses in financial planning (plus)

Education

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

Job description

WealthBridge Financial Group in Kansas is seeking a results-oriented Financial Consultant to join our team. You will engage with clients to understand their financial objectives, assess risk, and provide tailored advice and strategies that align with their goals, while building trust and delivering exceptional service.

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.