Wealth Advisor & Retirement Planning Consultant

Wealthbridge-Financial-Group; Frontenac (KS); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Health coverage

401(k) company match

Life and disability insurance

Wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team and help clients achieve their financial objectives through tailored advice and strategic planning.

You will use advanced tools and analytics to assess client needs, develop action plans, and collaborate with experts to deliver comprehensive wealth management solutions. The role emphasizes client relationships and ongoing professional development.

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

• Understand client financial objectives and provide tailored strategies.
• Leverage financial expertise to offer comprehensive solutions including investments and retirement planning.
• Collaborate with industry experts to develop effective action plans for clients.
• Utilize advanced financial tools and analytics to assess client needs and guide decisions.

Skills

Analytical skills

Problem-solving

Communication skills

Interpersonal skills

Relationship building

Financial consulting experience

Education

Bachelor's degree in finance

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team and help clients achieve their financial objectives through tailored advice and strategic planning.

You will use advanced tools and analytics to assess client needs, develop action plans, and collaborate with experts to deliver comprehensive wealth management solutions. The role emphasizes client relationships and ongoing professional development.