Wealth Advisor & Financial Planning Consultant

WealthBridge Financial Group; Pretty Prairie (KS); 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

Career growth and training

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 aligned with goals.

You will leverage financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management. This role emphasizes collaboration, advanced analytics, and long-term client relationships.

Qualifications

• Bachelor's degree in finance, accounting, or related field.
• Experience in financial consulting or similar role preferred.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills to 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.
• Offer investment, retirement planning and wealth management strategies.
• Use financial tools and analytics to assess client needs and develop action plans.
• Collaborate with a network of industry experts and resources to serve clients.

Skills

Analytical thinking

Communication

Interpersonal skills

Client relationship management

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 aligned with goals.

You will leverage financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management. This role emphasizes collaboration, advanced analytics, and long-term client relationships.