Wealth Advisor & Financial Strategy Consultant

WealthBridge Financial Group; Lawrence (KS); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Life & disability insurance

Wellness programs

Career growth & training

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in Kansas. You will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals, including investments, retirement planning, and wealth management.

You will leverage advanced financial tools to assess needs and develop effective action plans, collaborating with a network of experts to deliver exceptional service and build

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 financial objectives and provide tailored advice and strategies
• Leverage financial expertise to offer comprehensive solutions including investments, retirement planning, and wealth management
• Utilize analytics to assess client needs and develop actionable plans
• Collaborate with a network of industry experts to enhance client outcomes

Skills

Analytical thinking

Problem-solving

Communication

Interpersonal skills

Client relationships

Education

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

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in Kansas. You will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals, including investments, retirement planning, and wealth management.

You will leverage advanced financial tools to assess needs and develop effective action plans, collaborating with a network of experts to deliver exceptional service and build