Wealth Advisor & Retirement Planning Expert

WealthBridge Financial Group; Kansas City (MO); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health coverage

401(k) 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 in Kansas City. You will engage with clients to assess financial objectives and provide tailored strategies, including investments, retirement planning, and wealth management solutions.

You will leverage advanced financial tools to evaluate client needs and develop actionable plans, collaborating with a network of industry experts and accessing cutting-edge resources to enhance service quality.

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.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationship management

Education

Bachelor's degree in finance/accounting/related field

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in Kansas City. You will engage with clients to assess financial objectives and provide tailored strategies, including investments, retirement planning, and wealth management solutions.

You will leverage advanced financial tools to evaluate client needs and develop actionable plans, collaborating with a network of industry experts and accessing cutting-edge resources to enhance service quality.