Wealth Advisor & Financial Planning Specialist

WealthBridge Financial Group; Kenner (LA); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life and disability insurance

Wellness programs

Career growth

Job summary

WealthBridge Financial Group in Kenner, LA is seeking a Financial Consultant to help clients assess goals and provide tailored advice, including investments, retirement planning, and wealth management strategies.

You will analyze client needs with advanced financial tools, build action plans, and work with a network of industry experts to deliver comprehensive solutions and exceptional service.

Qualifications

• BA/BS in finance, accounting, or related field.
• Experience in financial consulting or similar role preferred.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal abilities to connect with clients.
• Licenses or certifications in financial planning are a plus.

Skills

Analytical thinking

Problem-solving

Communication skills

Interpersonal skills

Client relationships

Education

Bachelor's degree in finance or accounting

Job description

WealthBridge Financial Group in Kenner, LA is seeking a Financial Consultant to help clients assess goals and provide tailored advice, including investments, retirement planning, and wealth management strategies.

You will analyze client needs with advanced financial tools, build action plans, and work with a network of industry experts to deliver comprehensive solutions and exceptional service.