Wealth Advisor & Financial Planning Specialist

WealthBridge Financial Group; Saint Marys (KS); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Retirement plan with company match

Life and disability insurance

Wellness programs

Training and career 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 and strategies aligned with their goals.

You will leverage financial expertise to offer comprehensive solutions, including investments, retirement planning, and wealth management, while building long-term client relationships and delivering exceptional service.

Qualifications

• Bachelor's degree in finance, accounting, or related field.
• Experience in financial consulting or similar role 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

• Understand client financial objectives and provide tailored advice.
• Offer comprehensive solutions including investments, retirement planning, and wealth management.
• Utilize financial tools and analytics to assess client needs and plan actions.
• Collaborate with a network of industry experts to serve clients effectively.
• Develop long-term client relationships and provide ongoing support.

Skills

Analytical skills

Communication skills

Relationship building

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 engage with clients, understand their financial objectives, and provide tailored advice and strategies aligned with their goals.

You will leverage financial expertise to offer comprehensive solutions, including investments, retirement planning, and wealth management, while building long-term client relationships and delivering exceptional service.