Wealth Advisor: Client-Focused Investment & Planning

WealthBridge Financial Group; Akron (OH); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health coverage

401(k) retirement plan with company 2%

Life and disability insurance

Employee wellness programs

Career growth and training

Job summary

WealthBridge Financial Group in Akron, OH is seeking a results-oriented Registered Investment Advisor to join our team. You will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals.

You will use advanced financial tools to assess needs and develop action plans. This role emphasizes building long-term client relationships through clear communication, thoughtful planning, and collaborative problem solving.

Qualifications

• Bachelor's degree in finance, accounting, or 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 and provide tailored advice and strategies.
• Leverage financial tools and analytics to assess client needs and develop action plans.
• Collaborate with a network of industry experts to deliver comprehensive wealth management solutions.

Skills

Excellent communication

Interpersonal skills

Analytical thinking

Client relationship management

Education

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

Job description

WealthBridge Financial Group in Akron, OH is seeking a results-oriented Registered Investment Advisor to join our team. You will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals.

You will use advanced financial tools to assess needs and develop action plans. This role emphasizes building long-term client relationships through clear communication, thoughtful planning, and collaborative problem solving.