Wealth Advisor: Personal Finance & Growth Opportunities

Wealthbridge-Financial-Group; Hoisington (KS); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life insurance

Disability insurance

Wellness programs

Career growth

Job summary

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

You will leverage advanced financial tools and analytics, collaborate with a network of experts, and help clients achieve long-term financial success through proactive planning and exceptional service.

Qualifications

• Bachelor's degree in finance, accounting, or a related field.
• Experience in financial consulting or a similar role is preferred.
• Licenses or certifications in financial planning are a plus.

Responsibilities

• Engage with clients to understand financial objectives and provide tailored advice.
• Develop strategies across investments, retirement planning, and wealth management.
• Utilize advanced financial tools and analytics to assess client needs and actions.
• Collaborate with a network of industry experts to serve clients effectively.
• Build and maintain long-term client relationships through exceptional service.

Skills

Analytical thinking

Communication skills

Interpersonal skills

Client relationship building

Education

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

Experience in financial consulting or similar role

Licenses or certifications in financial planning (plus)

Job description

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

You will leverage advanced financial tools and analytics, collaborate with a network of experts, and help clients achieve long-term financial success through proactive planning and exceptional service.