Wealth Advisor & Financial Planning Consultant

WealthBridge Financial Group; Dodge City (KS); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group, located in Dodge City, Kansas, is looking for a Financial Consultant to engage with clients and offer tailored financial advice. This role emphasizes building long-term client relationships and delivering comprehensive financial solutions, including investment opportunities and retirement planning. Candidates should possess a bachelor's degree in finance or accounting and exhibit strong analytical and communication skills. This position offers robust health benefits, a retirement plan with company match, and opportunities for career growth.

Qualifications

• Experience in financial consulting or a similar role is preferred.
• 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.
• Provide tailored advice and strategies that align with client goals.
• Utilize financial tools and analytics to assess client needs.

Skills

Analytical skills

Interpersonal skills

Problem-solving skills

Communication skills

Education

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

Job description

WealthBridge Financial Group, located in Dodge City, Kansas, is looking for a Financial Consultant to engage with clients and offer tailored financial advice. This role emphasizes building long-term client relationships and delivering comprehensive financial solutions, including investment opportunities and retirement planning. Candidates should possess a bachelor's degree in finance or accounting and exhibit strong analytical and communication skills. This position offers robust health benefits, a retirement plan with company match, and opportunities for career growth.