Wealth Advisor: Personal Finance & Planning

WealthBridge Financial Group; Ankeny (IA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health coverage and wellness plans

401(k) retirement plan with company 
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Life and disability insurance

Wellness programs and mental health

Training and career growth

Job summary

WealthBridge Financial Group in Ankeny, IA, is looking for a Financial Consultant who will engage with clients to understand their objectives and provide tailored financial guidance. You will use advanced tools to craft investment, retirement, and wealth management strategies, and collaborate with a network of industry experts to deliver comprehensive solutions.

Join a team dedicated to exceptional service and building long-term client relationships through proactive planning and ongoing

Qualifications

• Experience in financial consulting or similar role is preferred

Skills

Analytical skills

Communication skills

Interpersonal skills

Relationship building

Education

Bachelor's degree in finance or related field

Licenses or certifications in financial planning (preferred)

Job description

WealthBridge Financial Group in Ankeny, IA, is looking for a Financial Consultant who will engage with clients to understand their objectives and provide tailored financial guidance. You will use advanced tools to craft investment, retirement, and wealth management strategies, and collaborate with a network of industry experts to deliver comprehensive solutions.

Join a team dedicated to exceptional service and building long-term client relationships through proactive planning and ongoing