Wealth Advisor: Investment & Retirement Planning

Wealthbridge-Financial-Group; Lexington (KY); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life and disability insurance

Wellness resources

Career growth & training

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. You will engage with clients to understand their financial objectives and provide tailored guidance across investments, retirement planning, and wealth management.

Using advanced tools and analytics, you will assess client needs and develop actionable plans. You will collaborate with a network of industry experts to deliver comprehensive solutions and build 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 connect with clients.
• Demonstrated ability to build and maintain client relationships.
• Licenses or certifications in financial planning are a plus.

Responsibilities

• Understand client financial objectives and provide tailored advice and strategies.
• Utilize advanced financial tools and analytics to assess client needs and develop action plans.
• Collaborate with a network of industry experts and resources to serve clients effectively.
• Join WealthBridge's team and help deliver exceptional client service.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationship building

Education

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

Tools

Financial planning software

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. You will engage with clients to understand their financial objectives and provide tailored guidance across investments, retirement planning, and wealth management.

Using advanced tools and analytics, you will assess client needs and develop actionable plans. You will collaborate with a network of industry experts to deliver comprehensive solutions and build long-term client relationships.