Wealth Advisor & Financial Planning Consultant

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

Benefits offered by this job

Top-tier health coverage including medical, dental, and vision plans

401(k) retirement plan with company match

Life and disability insurance

Employee wellness programs and mental health resources

Career growth opportunities and ongoing training support

Job summary

WealthBridge Financial Group is seeking a Financial Consultant in Great Bend, Kansas, to engage clients, provide tailored financial advice, and enhance decision-making with advanced tools. Ideal candidates will have a bachelor's degree in a related field, experience in financial consulting, and strong analytical skills. Benefits include comprehensive health coverage, a 401(k) plan with a company match, and opportunities for career growth and training.

Qualifications

• Experience in financial consulting or a similar role is preferred.
• 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 advanced financial tools and analytics to assess client needs.

Skills

Strong analytical and problem‑solving skills

Excellent communication and interpersonal skills

Ability to build and maintain client relationships

Education

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

Job description

WealthBridge Financial Group is seeking a Financial Consultant in Great Bend, Kansas, to engage clients, provide tailored financial advice, and enhance decision-making with advanced tools. Ideal candidates will have a bachelor's degree in a related field, experience in financial consulting, and strong analytical skills. Benefits include comprehensive health coverage, a 401(k) plan with a company match, and opportunities for career growth and training.