Wealth Advisor: Client-Focused Financial Planning

WealthBridge Financial Group; City of Johnstown (NY); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

Health coverage

401(k) retirement plan

Life and disability insurance

Wellness programs

Career growth and training

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this role, you will engage with clients to understand their financial objectives and provide tailored advice across investments, retirement planning, and wealth management.

You will leverage advanced financial tools and analytics to assess client needs, develop actionable plans, and collaborate with a network of industry experts to deliver comprehensive solutions.

Qualifications

• Bachelor's degree in finance, accounting, or a related field.
• Experience in financial consulting or a similar role 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.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationship building

Education

Bachelor's degree in finance or accounting

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this role, you will engage with clients to understand their financial objectives and provide tailored advice across investments, retirement planning, and wealth management.

You will leverage advanced financial tools and analytics to assess client needs, develop actionable plans, and collaborate with a network of industry experts to deliver comprehensive solutions.