Wealth Advisor: Retirement & Investment Strategy

WealthBridge Financial Group; Waverly (NE); On-site; USD 55,000 - 80,000; Full time

Benefits offered by this job

Health coverage (medical, dental, and?

401(k) retirement plan with company?

Life and disability insurance

Wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our Nebraska team. You will engage with clients to understand their financial objectives and provide tailored advice across investments, retirement planning, and wealth management.

You will use analytical tools to assess client needs, develop action plans, and help clients make informed decisions. Strong communication and relationship-building skills are essential to building long-term client trust.

Qualifications

• Bachelor's degree in finance, accounting, or a related field.
• Experience in financial consulting or a similar role is preferred.
• Licenses or certifications in financial planning are a plus.

Responsibilities

• Engage with clients to understand their financial objectives and provide tailored advice across investments, retirement planning, and wealth management.
• Use analytical tools to assess client needs and develop effective action plans.
• Help clients make informed financial decisions and build long-term relationships with WealthBridge clients.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationships

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 Nebraska team. You will engage with clients to understand their financial objectives and provide tailored advice across investments, retirement planning, and wealth management.

You will use analytical tools to assess client needs, develop action plans, and help clients make informed decisions. Strong communication and relationship-building skills are essential to building long-term client trust.