Wealth Advisor: Client-Focused Financial Planning

WealthBridge Financial Group; Lexington (KY); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

Top-tier health coverage including med

401(k) retirement plan with company…

Life and disability insurance

Wellness programs

Career growth and training

Job summary

WealthBridge Financial Group seeks a results-oriented Financial Consultant to engage clients, understand their objectives, and deliver tailored advice aligned with their goals.

You will leverage financial expertise to offer investments, retirement planning, and wealth management strategies, using analytics to assess needs and develop actionable plans.

Join a passionate team focused on exceptional service and lasting client relationships, with ongoing training and career growth opportunities.

Qualifications

• Bachelor's degree in finance, accounting, or related field.
• Experience in financial consulting or similar role preferred.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills to connect with clients.
• Demonstrated ability to build and maintain client relationships.
• Licenses or certifications in financial planning are a plus.

Responsibilities

• Assess client financial objectives and tailor strategies.
• Provide investment opportunities, retirement planning and wealth management solutions.
• Collaborate with experts and leverage advanced tools to assess needs and develop action plans.

Skills

Analytical skills

Communication skills

Client relationships

Problem solving

Education

Bachelor's degree in finance/accounting

Job description

WealthBridge Financial Group seeks a results-oriented Financial Consultant to engage clients, understand their objectives, and deliver tailored advice aligned with their goals.

You will leverage financial expertise to offer investments, retirement planning, and wealth management strategies, using analytics to assess needs and develop actionable plans.

Join a passionate team focused on exceptional service and lasting client relationships, with ongoing training and career growth opportunities.