Wealth Advisor: Retirement & Investment Strategy

WealthBridge Financial Group; Emporia (KS); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company match

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is looking for a results-oriented Financial Consultant in Emporia, Kansas. This role involves engaging with clients to provide tailored financial advice and leveraging financial expertise for comprehensive solutions, including investment and retirement planning. The ideal candidate holds a Bachelor's degree in finance or related fields and has strong analytical, communication, and interpersonal skills. Benefits include top-tier health coverage, 401(k) match, life insurance, and career growth opportunities.

Qualifications

• Experience in financial consulting or a similar role is preferred.
• 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.
• Provide tailored advice and strategies that align with client goals.
• Utilize advanced financial tools and analytics to assess client needs.

Skills

Analytical skills

Communication skills

Interpersonal skills

Education

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

Job description

WealthBridge Financial Group is looking for a results-oriented Financial Consultant in Emporia, Kansas. This role involves engaging with clients to provide tailored financial advice and leveraging financial expertise for comprehensive solutions, including investment and retirement planning. The ideal candidate holds a Bachelor's degree in finance or related fields and has strong analytical, communication, and interpersonal skills. Benefits include top-tier health coverage, 401(k) match, life insurance, and career growth opportunities.