Wealth Advisor: Retirement & Investment Strategy

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

Benefits offered by this job

Top-tier health coverage including medical, dental, and vision

401(k) retirement plan with company match

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a motivated Financial Consultant based in Liberal, Kansas. In this role, you will work closely with clients to understand their financial goals and provide tailored advice that includes investment opportunities and retirement planning. Ideal candidates will hold a Bachelor's degree in finance or accounting and have strong analytical and communication skills. The position offers competitive benefits, including health coverage and a 401(k) retirement plan.

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.

Responsibilities

• Engage with clients to understand their financial objectives.
• Provide tailored advice and strategies that align with client goals.
• Leverage financial expertise to offer investment opportunities and retirement planning.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationship building

Education

Bachelor's degree in finance or accounting

Job description

WealthBridge Financial Group is seeking a motivated Financial Consultant based in Liberal, Kansas. In this role, you will work closely with clients to understand their financial goals and provide tailored advice that includes investment opportunities and retirement planning. Ideal candidates will hold a Bachelor's degree in finance or accounting and have strong analytical and communication skills. The position offers competitive benefits, including health coverage and a 401(k) retirement plan.