Wealth Advisor: Client-Focused Financial Planning

WealthBridge Financial Group; Roseville (MN); On-site; USD 65,000 - 95,000; Full time

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. You will work with clients to understand financial objectives and deliver tailored advice across investments, retirement planning, and wealth management.

Leveraging advanced tools, you will assess needs and create action plans while collaborating with industry experts. The role prioritizes client relationships, clear communication, and proactive guidance to empower informed financial decisions.

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

• Engage with clients to understand financial objectives and tailor advice.
• Provide strategies across investments, retirement planning, and wealth management.
• Utilize financial tools and analytics to assess needs and develop action plans.
• Collaborate with a network of industry experts to serve clients effectively.

Skills

Analytical thinking

Communication

Interpersonal skills

Client relationships

Education

Bachelor's degree in finance or related field

Finance certifications (preferred)

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. You will work with clients to understand financial objectives and deliver tailored advice across investments, retirement planning, and wealth management.

Leveraging advanced tools, you will assess needs and create action plans while collaborating with industry experts. The role prioritizes client relationships, clear communication, and proactive guidance to empower informed financial decisions.