Wealth Advisor & Financial Planning Consultant

WealthBridge Financial Group; Neosho Rapids (KS); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health coverage

401k match

Life insurance

Disability insurance

Wellness resources

Training programs

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to engage with clients, understand their financial objectives, and provide tailored advice and strategies that align with their goals.

You will use analytical tools to assess client needs, develop action plans, and collaborate with a network of experts to deliver investment opportunities, retirement planning, and wealth management solutions that support long-term financial success.

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.

Skills

Analytical thinking

Problem solving

Communication

Interpersonal skills

Client relationship building

Education

Bachelor's degree in finance or accounting

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to engage with clients, understand their financial objectives, and provide tailored advice and strategies that align with their goals.

You will use analytical tools to assess client needs, develop action plans, and collaborate with a network of experts to deliver investment opportunities, retirement planning, and wealth management solutions that support long-term financial success.