Wealth Advisor & Financial Strategy Consultant

WealthBridge Financial Group; Gresham (OR); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company match

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group in Gresham is looking for a results-oriented Financial Consultant to join their team. You will provide clients with tailored advice and strategies to meet their financial objectives, leveraging your expertise in investment opportunities, retirement planning, and wealth management. The position includes strong collaboration with industry experts and access to advanced financial tools. Preferred candidates will have a Bachelor's degree in finance or accounting and experience in financial consulting. Health coverage and a 401(k) plan are part of the benefits.

Qualifications

• Bachelor's degree in finance, accounting, or a related field.
• Experience in financial consulting or a similar role preferred.
• Strong analytical and problem-solving skills required.
• Excellent communication skills to 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.
• Provide tailored advice and strategies to align with client goals.
• Utilize advanced financial tools and analytics to assess client needs.
• Collaborate with industry experts and resources to serve clients effectively.

Skills

Analytical skills

Problem-solving skills

Interpersonal skills

Communication skills

Client relationship management

Education

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

Tools

Financial planning software

Job description

WealthBridge Financial Group in Gresham is looking for a results-oriented Financial Consultant to join their team. You will provide clients with tailored advice and strategies to meet their financial objectives, leveraging your expertise in investment opportunities, retirement planning, and wealth management. The position includes strong collaboration with industry experts and access to advanced financial tools. Preferred candidates will have a Bachelor's degree in finance or accounting and experience in financial consulting. Health coverage and a 401(k) plan are part of the benefits.