Wealth Advisor & Financial Planning Consultant

WealthBridge Financial Group; Liberal (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 results-oriented Financial Consultant to engage with clients in Liberal, Kansas. In this role, you will provide tailored financial advice, leverage financial tools, and develop effective strategies for investment and retirement planning. A Bachelor's degree in finance or related field is required, along with strong analytical skills and excellent communication abilities. The company offers top-tier health coverage, a 401(k) plan, and opportunities for career growth. Join our passionate team to help clients achieve financial success.

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 and provide tailored advice.
• Leverage financial expertise to offer comprehensive solutions including investment opportunities.
• Utilize advanced financial tools to assess client needs and develop effective action plans.

Skills

Strong analytical and problem-solving skills

Excellent communication and interpersonal skills

Demonstrated 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 results-oriented Financial Consultant to engage with clients in Liberal, Kansas. In this role, you will provide tailored financial advice, leverage financial tools, and develop effective strategies for investment and retirement planning. A Bachelor's degree in finance or related field is required, along with strong analytical skills and excellent communication abilities. The company offers top-tier health coverage, a 401(k) plan, and opportunities for career growth. Join our passionate team to help clients achieve financial success.