Wealth Advisor & Retirement Planner

WealthBridge Financial Group; Mountain Home (ID); 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 and mental health resources

Career growth opportunities and ongoing training support

Job summary

WealthBridge Financial Group is seeking a motivated Financial Consultant to engage with clients and provide tailored advice that aligns with their financial goals. The role involves leveraging financial expertise to offer solutions across investment opportunities, retirement planning, and wealth management strategies.

As a Financial Consultant, you'll assess client needs using advanced tools and develop effective action plans. The position offers benefits including health coverage, retirement plans, and ongoing training to empower your success in helping clients.

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.
• Provide tailored advice and strategies that align with client goals.
• Leverage financial expertise to offer comprehensive solutions.
• Utilize advanced financial tools and analytics to assess client needs.
• Develop effective action plans for clients.

Skills

Analytical skills

Problem-solving skills

Communication skills

Interpersonal skills

Client relationship management

Education

Bachelor's degree in finance, accounting or related field

Job description

WealthBridge Financial Group is seeking a motivated Financial Consultant to engage with clients and provide tailored advice that aligns with their financial goals. The role involves leveraging financial expertise to offer solutions across investment opportunities, retirement planning, and wealth management strategies.

As a Financial Consultant, you'll assess client needs using advanced tools and develop effective action plans. The position offers benefits including health coverage, retirement plans, and ongoing training to empower your success in helping clients.