Wealth Advisor: Investments & Retirement Planning

WealthBridge Financial Group; Liberal (KS); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Life and disability insurance

Wellness programs

Career growth & training

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Professional to join our team in Kansas. You will engage with clients to understand their financial objectives and provide tailored advice and strategies aligned with their goals.

As a Financial Consultant, you will offer investment opportunities, retirement planning, and wealth management strategies, empowering clients to make informed decisions.

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.

Responsibilities

• Consult with clients to understand financial objectives and tailor strategies.
• Provide investment, retirement planning, and wealth management options.
• Leverage tools to assess client needs and build action plans.
• Collaborate with a network of industry experts to serve clients effectively.

Skills

Client engagement

Financial analysis

Relationship building

Communication skills

Education

Bachelor's degree in Finance/Accounting

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Professional to join our team in Kansas. You will engage with clients to understand their financial objectives and provide tailored advice and strategies aligned with their goals.

As a Financial Consultant, you will offer investment opportunities, retirement planning, and wealth management strategies, empowering clients to make informed decisions.