Wealth Advisor & Financial Planning Specialist

WealthBridge Financial Group; Eagan (MN); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life & disability insurance

Wellness programs

Training opportunities

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in Minnesota. You will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals.

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities and retirement planning, while building long-term client relationships.

Qualifications

• Bachelor's degree in finance, accounting, or a related field.
• Experience in financial consulting or a similar role is preferred.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills to effectively connect with clients.
• Demonstrated ability to build and maintain client relationships.

Skills

Analytical skills

Communication skills

Relationship building

Education

Bachelor's degree in finance or related field

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in Minnesota. You will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals.

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities and retirement planning, while building long-term client relationships.