Wealth Advisor & Client-Focused Financial Planning

WealthBridge Financial Group; Toledo (OH); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life insurance

Disability insurance

Wellness program

Career training & growth

Job summary

WealthBridge Financial Group is seeking a registered investment advisor to engage with clients, understand financial objectives, and provide tailored investment advice and strategies. You will offer comprehensive solutions including retirement planning and wealth management while leveraging advanced tools to assess client needs.

Join our team to empower clients, collaborate with industry experts, and deliver exceptional service aimed at building long-term relationships and client success.

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 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 provide tailored advice.
• Develop investment strategies, retirement planning, and wealth management plans.
• Leverage advanced tools and analytics to assess client needs and actions.
• Collaborate with a network of industry experts to serve clients effectively.
• Foster long-term client relationships through exceptional service.

Skills

Analytical skills

Problem-solving

Communication skills

Interpersonal skills

Relationship management

Team collaboration

Education

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

Certifications in financial planning (e.g., CFP)

Tools

Financial planning software

Job description

WealthBridge Financial Group is seeking a registered investment advisor to engage with clients, understand financial objectives, and provide tailored investment advice and strategies. You will offer comprehensive solutions including retirement planning and wealth management while leveraging advanced tools to assess client needs.

Join our team to empower clients, collaborate with industry experts, and deliver exceptional service aimed at building long-term relationships and client success.