Wealth Advisor & Financial Planning Specialist

WealthBridge Financial Group; Bend (OR); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Top-tier health coverage including medical, dental, and vision

401(k) retirement plan with company match

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is looking for a Financial Consultant in Bend, Oregon. This results-oriented role emphasizes client engagement and financial strategy development. Candidates should have a Bachelor's degree in finance or accounting and be skilled in analytics and communication. The position offers benefits like top-tier health coverage and a 401(k) plan with company match, ensuring long-term security. Join a passionate team dedicated to exceptional client services and achieving financial success!

Qualifications

• Experience in financial consulting or a similar role is preferred.
• Demonstrated ability to build and maintain client relationships.

Responsibilities

• Engage with clients to understand their financial objectives.
• Provide tailored advice and strategies that align with their goals.
• Utilize advanced financial tools and analytics to assess client needs.

Skills

Analytical skills

Problem‑solving skills

Communication skills

Interpersonal skills

Client relationship management

Education

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

Licenses or certifications in financial planning

Job description

WealthBridge Financial Group is looking for a Financial Consultant in Bend, Oregon. This results-oriented role emphasizes client engagement and financial strategy development. Candidates should have a Bachelor's degree in finance or accounting and be skilled in analytics and communication. The position offers benefits like top-tier health coverage and a 401(k) plan with company match, ensuring long-term security. Join a passionate team dedicated to exceptional client services and achieving financial success!