Wealth Advisor: Investment & Retirement Planning

WealthBridge Financial Group; Kansas City (MO); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Top‑tier health coverage

401(k) retirement plan

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in Kansas City, MO. You will engage with clients to understand their financial objectives and provide tailored advice and strategies. Your role will empower clients to make informed financial decisions while leveraging advanced tools and resources.

Join a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Experience in financial consulting and strong communication skills are essential for this role.

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.
• Provide tailored advice and strategies that align with client goals.
• Utilize advanced financial tools and analytics to assess client needs.
• Develop effective action plans for clients.
• Collaborate with industry experts to enhance service delivery.

Skills

Analytical skills

Problem‑solving skills

Communication skills

Interpersonal skills

Client relationship management

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 City, MO. You will engage with clients to understand their financial objectives and provide tailored advice and strategies. Your role will empower clients to make informed financial decisions while leveraging advanced tools and resources.

Join a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Experience in financial consulting and strong communication skills are essential for this role.