Wealth Advisor & Retirement Planning Specialist

WealthBridge Financial Group; Saint Paul (MN); In loco; USD 65.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health coverage

401(k) match

Life and disability insurance

Wellness programs

Career growth and training

Descrizione del lavoro

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in Saint Paul, MN. You will engage with clients to understand their financial objectives and provide tailored advice and strategies aligned with their goals.

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management, while building long-term client relationships.

Competenze

• 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 connect with clients.
• Demonstrated ability to build and maintain client relationships.
• Licenses or certifications in financial planning are a plus.
• Top-tier health coverage including medical, dental, and vision plans for you and your dependents
• 401(k) retirement plan with company match to help you build long-term security
• Life and disability insurance for added peace of mind
• Employee wellness programs and mental health resources
• Career growth opportunities and ongoing training support

Conoscenze

Analytical thinking

Communication skills

Relationship building

Formazione

Bachelor’s degree in finance, accounting, or related field

Descrizione del lavoro

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in Saint Paul, MN. You will engage with clients to understand their financial objectives and provide tailored advice and strategies aligned with their goals.

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management, while building long-term client relationships.