Wealth Advisor & Retirement Planning Specialist

WealthBridge Financial Group; Leawood (KS); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health coverage

401(k) retirement plan

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. You will engage with clients to understand their financial objectives and provide tailored advice and strategies aligned with their goals.

In this role, you will use advanced financial tools and analytics to assess client needs and develop action plans, collaborating with a network of industry experts to deliver comprehensive investment opportunities, retirement planning, and wealth management

Qualifications

• Bachelor's degree as required in finance, accounting, or related field.
• Experience in financial consulting or similar role preferred.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills to 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

Client relationship management

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 team. You will engage with clients to understand their financial objectives and provide tailored advice and strategies aligned with their goals.

In this role, you will use advanced financial tools and analytics to assess client needs and develop action plans, collaborating with a network of industry experts to deliver comprehensive investment opportunities, retirement planning, and wealth management