Wealth Advisor & Financial Planning Consultant

WealthBridge Financial Group; Pawnee Rock (KS); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Life & disability insurance

Wellness programs

Career growth opportunities

Job summary

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

You will leverage your financial expertise to offer comprehensive solutions, including investments, retirement planning, and wealth management, while collaborating with a network of industry experts to deliver effective plans and ongoing support.

Qualifications

• Bachelor’s degree in finance, accounting, or related field required.
• Experience in financial consulting or a similar role preferred.
• Licenses or certifications in financial planning are a plus.

Responsibilities

• Engage with clients to understand financial objectives and tailor advice.
• Develop comprehensive solutions including investments, retirement planning, and wealth management.
• Collaborate with a network of industry experts to deliver actionable plans and ongoing support.

Skills

Analytical skills

Communication skills

Client relationship skills

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, understand their financial objectives, and provide tailored advice aligned with their goals.

You will leverage your financial expertise to offer comprehensive solutions, including investments, retirement planning, and wealth management, while collaborating with a network of industry experts to deliver effective plans and ongoing support.