Wealth Advisor: Investment & Retirement Planning

WealthBridge Financial Group; Wichita (KS); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Top-tier health coverage including medical, dental, and vision plans

401(k) retirement plan with company match

Life and disability insurance

Employee wellness programs

Career growth opportunities and ongoing training support

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to engage with clients in Wichita, Kansas. This role involves understanding client financial objectives and providing tailored advice on investment opportunities, retirement planning, and wealth management. You will utilize advanced financial tools to assess client needs, build relationships, and empower clients in making informed decisions. The position offers top-tier health coverage, 401(k) matching, and numerous career growth opportunities.

Qualifications

• Experience in financial consulting or a similar role is preferred.
• 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 and provide tailored advice.
• Leverage financial expertise to offer comprehensive investment and wealth management solutions.
• Utilize advanced financial tools to assess client needs and develop action plans.

Skills

Analytical skills

Communication skills

Interpersonal skills

Problem-solving skills

Client relationship management

Education

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

Tools

Financial analytics tools

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to engage with clients in Wichita, Kansas. This role involves understanding client financial objectives and providing tailored advice on investment opportunities, retirement planning, and wealth management. You will utilize advanced financial tools to assess client needs, build relationships, and empower clients in making informed decisions. The position offers top-tier health coverage, 401(k) matching, and numerous career growth opportunities.