Wealth Advisor & Retirement Planning Specialist

WealthBridge Financial Group; Bellingham (WA); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Health coverage

401(k) company match

Life and disability insurance

Wellness programs

Ongoing training

Job summary

WealthBridge Financial Group in Washington state is seeking a results-oriented Financial Consultant to help clients define their financial objectives and deliver tailored advice across investments, retirement planning and wealth management.

You will use advanced tools to assess client needs, develop action plans, and collaborate with a network of industry experts to ensure exceptional service and long-term relationships.

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 advanced financial tools and analytics to assess client needs and develop effective action plans.
• Collaborate with a network of industry experts to deliver comprehensive solutions and foster long-term client relationships.

Skills

Communication

Analytical skills

Interpersonal skills

Problem solving

Education

Bachelor's degree in finance/accounting

Tools

Financial planning software

Job description

WealthBridge Financial Group in Washington state is seeking a results-oriented Financial Consultant to help clients define their financial objectives and deliver tailored advice across investments, retirement planning and wealth management.

You will use advanced tools to assess client needs, develop action plans, and collaborate with a network of industry experts to ensure exceptional service and long-term relationships.