Wealth Advisor: Grow Clients' Finances + 401(k) Match

WealthBridge Financial Group; Lexington (KY); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this role, you will engage with clients to understand their financial objectives and provide tailored advice and strategies aligned with their goals.

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies, using advanced tools and analytics to assess client needs and develop action

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.

Skills

Analytical skills

Communication

Client relationships

Financial knowledge

Financial planning licenses

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 this role, you will engage with clients to understand their financial objectives and provide tailored advice and strategies aligned with their goals.

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies, using advanced tools and analytics to assess client needs and develop action