Wealth Advisor & Financial Planning Consultant

WealthBridge Financial Group; Maplewood (MN); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Training opportunities

Job summary

WealthBridge Financial Group in Minnesota is seeking a results-oriented Financial Consultant to join the team, helping clients understand their financial objectives and offering tailored advice across investments, retirement planning, and wealth management strategies.

You will utilize advanced financial tools and collaborate with industry experts to develop actionable plans, empowering clients to achieve their long-term goals while delivering exceptional service.

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 and provide tailored advice across investments, retirement planning, and wealth management.
• Leverage financial tools and analytics to assess client needs and develop actionable plans.
• Collaborate with a network of industry experts and resources to deliver comprehensive solutions.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationship management

Education

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

Tools

Financial tools & analytics

Job description

WealthBridge Financial Group in Minnesota is seeking a results-oriented Financial Consultant to join the team, helping clients understand their financial objectives and offering tailored advice across investments, retirement planning, and wealth management strategies.

You will utilize advanced financial tools and collaborate with industry experts to develop actionable plans, empowering clients to achieve their long-term goals while delivering exceptional service.