Wealth Advisor & Financial Planning Consultant

WealthBridge Financial Group; Harvey (IL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with company match

Life and disability insurance

Wellness programs

Ongoing training opportunities

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant 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, including investments, retirement planning, and wealth management.

Join WealthBridge and leverage advanced tools to assess client needs and develop actionable plans. You will collaborate with a network of industry experts and benefit from ongoing training,

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 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 financial objectives and provide tailored advice and strategies.
• Offer comprehensive solutions including investments, retirement planning, and wealth management.
• Utilize financial tools and analytics to assess client needs and develop action plans.
• Collaborate with a network of industry experts to deliver client-focused results.

Skills

Analytical skills

Communication skills

Relationship building

Education

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

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant 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, including investments, retirement planning, and wealth management.

Join WealthBridge and leverage advanced tools to assess client needs and develop actionable plans. You will collaborate with a network of industry experts and benefit from ongoing training,