Wealth Advisor: Personal Finance & Growth Strategy

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

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Training opportunities

Job summary

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

You will use advanced tools and collaborate with industry experts to develop effective action plans and build lasting client relationships.

Qualifications

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

Responsibilities

• Engage with clients to understand objectives and provide tailored advice.
• Develop investment, retirement, and wealth management strategies.
• Collaborate with industry experts to deliver comprehensive solutions.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationship building

Licenses/certifications

Education

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

Job description

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

You will use advanced tools and collaborate with industry experts to develop effective action plans and build lasting client relationships.