Wealth Advisor: Personal Finance & Planning

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

Benefits offered by this job

Health coverage

401(k) match

Life and disability insurance

Wellness programs

Training & growth

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to help clients reach their financial objectives through tailored advice and strategic planning.

You will deliver investment guidance, retirement planning, and wealth management solutions, using advanced tools and analytics to assess needs and craft actionable plans, while building lasting client relationships and delivering exceptional service.

Qualifications

• Bachelor's degree required.
• Experience in financial consulting preferred.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Licenses or certifications in financial planning are a plus.

Responsibilities

• Understand clients' financial objectives and provide tailored advice.
• Offer investment opportunities, retirement planning, and wealth management strategies.
• Use advanced tools and analytics to assess needs and develop action plans.
• Collaborate with a network of industry experts.
• Foster long-term client relationships through exceptional service.

Skills

Excellent communication

Analytical skills

Client relationship building

Interpersonal skills

Education

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

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to help clients reach their financial objectives through tailored advice and strategic planning.

You will deliver investment guidance, retirement planning, and wealth management solutions, using advanced tools and analytics to assess needs and craft actionable plans, while building lasting client relationships and delivering exceptional service.