Wealth Advisor & Financial Planning Consultant

WealthBridge Financial Group; Manhattan (KS); On-site; USD 70,000 - 100,000; 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 looking for a Financial Consultant to join their team in Manhattan, Kansas. In this role, you'll engage with clients to tailor financial advice and strategies based on their goals. Your expertise will help offer comprehensive solutions for investment, retirement planning, and wealth management.

You'll collaborate with industry experts and utilize advanced tools to empower clients in making informed financial decisions. Join a passionate team dedicated to exceptional service and client relationships.

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 their financial objectives.
• Provide tailored advice and financial strategies.
• Leverage financial expertise for comprehensive solutions.
• Utilize financial tools to assess client needs and develop action plans.
• Collaborate with industry experts to serve clients effectively.

Skills

Analytical skills

Communication skills

Interpersonal skills

Problem-solving skills

Relationship building

Education

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

Job description

WealthBridge Financial Group is looking for a Financial Consultant to join their team in Manhattan, Kansas. In this role, you'll engage with clients to tailor financial advice and strategies based on their goals. Your expertise will help offer comprehensive solutions for investment, retirement planning, and wealth management.

You'll collaborate with industry experts and utilize advanced tools to empower clients in making informed financial decisions. Join a passionate team dedicated to exceptional service and client relationships.