Wealth Advisor: Investment & Retirement Planning

Wealthbridge-Financial-Group; Edmond (OK); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Training & career growth

Job summary

WealthBridge Financial Group seeks a results-oriented Financial Consultant to join our team. You will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals.

You will leverage your financial expertise to offer investment opportunities, retirement planning, and wealth management solutions while building long-term client relationships.

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

• Assess client needs and develop tailored action plans.
• Provide comprehensive financial advice including investments, retirement planning, and wealth management strategies.
• Collaborate with a network of experts and utilize advanced tools to serve clients effectively.

Skills

Financial analysis

Client relationships

Communication skills

Licenses/certifications

Education

Bachelor's degree

Job description

WealthBridge Financial Group seeks a results-oriented Financial Consultant to join our team. You will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals.

You will leverage your financial expertise to offer investment opportunities, retirement planning, and wealth management solutions while building long-term client relationships.