Wealth Advisor: Investment & Retirement Planning

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

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Training and career growth

Job summary

WealthBridge Financial Group in Ridgeland, MS, invites experienced professionals to join our team as Financial Consultant. You will work with clients to understand their financial objectives and deliver tailored advice, investment opportunities, retirement planning, and wealth management strategies.

Leverage analytic tools to assess client needs, develop action plans, and collaborate with a network of industry experts.

Qualifications

• Bachelor's degree in finance, accounting, or related field required.
• Experience in financial consulting or a similar role preferred.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal abilities to connect with clients.
• Demonstrated ability to build and maintain client relationships.
• Licenses or certifications in financial planning are a plus.

Responsibilities

• Engage clients to understand financial objectives and provide tailored advice and strategies.
• Utilize financial tools and analytics to assess client needs and develop effective action plans.
• Collaborate with a network of industry experts to deliver comprehensive solutions.

Skills

Analytical thinking

Interpersonal communication

Client relationship building

Financial acumen

Problem solving

Education

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

Licenses/certifications in financial planning (plus)

Job description

WealthBridge Financial Group in Ridgeland, MS, invites experienced professionals to join our team as Financial Consultant. You will work with clients to understand their financial objectives and deliver tailored advice, investment opportunities, retirement planning, and wealth management strategies.

Leverage analytic tools to assess client needs, develop action plans, and collaborate with a network of industry experts.