Wealth Advisor | Financial Planning & Growth

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

Benefits offered by this job

Health coverage

401(k) matching

Life & disability insurance

Wellness programs

Training & growth

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to engage with clients, understand their financial objectives, and provide tailored advice across investments, retirement planning, and wealth management.

You will utilize advanced financial tools and analytics to assess client needs and develop action plans, collaborating with industry experts to deliver comprehensive solutions and empower informed decisions.

Qualifications

• Bachelor’s degree in finance, accounting, or related field.
• Experience in financial consulting or similar role is 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 tailor strategies.
• Provide tailored advice across investments, retirement planning, and wealth management.
• Leverage advanced financial tools and analytics to assess client needs and develop action plans.
• Collaborate with a network of industry experts and resources to serve clients effectively.
• Build long-term client relationships through exceptional service and trust.

Skills

Financial analysis

Communication skills

Interpersonal skills

Client relationship building

Problem-solving

Education

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

Tools

Financial planning software

Analytics tools

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to engage with clients, understand their financial objectives, and provide tailored advice across investments, retirement planning, and wealth management.

You will utilize advanced financial tools and analytics to assess client needs and develop action plans, collaborating with industry experts to deliver comprehensive solutions and empower informed decisions.