Wealth Advisor & Planning Specialist

WealthBridge Financial Group; Park Hills (KY); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health coverage (medical, dental, and视

401(k) retirement plan with company **

Life and disability insurance

Wellness programs and mental health

Training and career growth

Job summary

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

Leverage your expertise to offer comprehensive solutions including investments, retirement planning, and wealth management strategies. Join WealthBridge to empower clients to make informed financial decisions, using advanced tools and analytics to assess needs and develop

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 effectively connect with clients.
• Demonstrated ability to build and maintain client relationships.
• Licenses or certifications in financial planning are a plus.

Responsibilities

• Engage with clients to understand their financial objectives and provide tailored advice and strategies.
• Leverage financial expertise to offer comprehensive solutions including investments, retirement planning and wealth management.
• Assess client needs using advanced tools and analytics and develop effective action plans.
• Collaborate with a network of industry experts and access cutting-edge resources to serve clients.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationship management

Financial planning licenses (plus)

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 engage with clients to understand their financial objectives and provide tailored advice aligned with their goals.

Leverage your expertise to offer comprehensive solutions including investments, retirement planning, and wealth management strategies. Join WealthBridge to empower clients to make informed financial decisions, using advanced tools and analytics to assess needs and develop