Wealth Advisor: Financial Planning & Retirement Strategy

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

Benefits offered by this job

Health coverage

401(k) matching

Life & disability insurance

Wellness programs

Career growth

Training & development

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in the United States. You will engage with clients to understand their objectives and provide tailored advice across investments, retirement planning, and wealth management strategies.

You will leverage advanced financial tools and analytics, collaborate with a network of industry experts, and help clients make informed financial decisions for long-term security and success.

Qualifications

• Bachelor’s degree in finance, accounting, or a related field.
• Experience in financial consulting or a similar role preferred.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills to effectively connect with clients.
• Licenses or certifications in financial planning are a plus.

Responsibilities

• Engage with clients to understand financial objectives and tailor advice.
• Provide investment, retirement planning, and wealth management strategies.
• Utilize financial tools and analytics to assess client needs and develop action plans.
• Build and maintain long-term client relationships.

Skills

Analytical skills

Communication skills

Interpersonal skills

Problem-solving

Education

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

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in the United States. You will engage with clients to understand their objectives and provide tailored advice across investments, retirement planning, and wealth management strategies.

You will leverage advanced financial tools and analytics, collaborate with a network of industry experts, and help clients make informed financial decisions for long-term security and success.