Wealth Advisor & Financial Planning Specialist

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

Benefits offered by this job

Top-tier health coverage including med

401(k) retirement plan with company

Life and disability insurance

Wellness programs

Career growth and training

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in Salina, Kansas. You will engage with clients to understand their financial objectives and provide tailored advice aligned with their goals, including investment opportunities and retirement planning.

You will use advanced financial tools to assess client needs, develop action plans, and collaborate with industry experts to deliver comprehensive wealth management solutions.

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.
• Licenses or certifications in financial planning are a plus.

Responsibilities

• Engage with clients to understand their financial objectives and provide tailored advice and strategies.
• Leverage financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.
• Utilize advanced financial tools and analytics to assess client needs and develop effective action plans.
• Collaborate with a network of industry experts and access to cutting-edge resources to serve clients effectively.

Skills

Analytical skills

Problem-solving

Communication

Interpersonal skills

Client relationships

Financial planning licenses

Education

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

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in Salina, Kansas. You will engage with clients to understand their financial objectives and provide tailored advice aligned with their goals, including investment opportunities and retirement planning.

You will use advanced financial tools to assess client needs, develop action plans, and collaborate with industry experts to deliver comprehensive wealth management solutions.