Wealth Advisor: Strategic Financial Planning

WealthBridge Financial Group; Edmond (OK); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Career growth & training

Job summary

WealthBridge Financial Group seeks a results-oriented Financial Consultant to engage clients, understand goals, and deliver tailored advice across investments, retirement planning, and wealth management. You will use advanced tools to analyze client needs and craft action plans, collaborating with a network of industry experts to enhance service quality and outcomes.

In this role, you will play a pivotal part in helping clients make informed financial decisions, build relationships, and achieve

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

• Engage with clients to understand financial objectives and tailor advice.
• Provide strategies including investments, retirement planning, and wealth management.
• Leverage tools and analytics to assess client needs and develop action plans.
• Collaborate with industry experts and resources to serve clients effectively.
• Build long-term client relationships through exceptional service.

Skills

Analytical skills

Communication

Interpersonal skills

Problem-solving

Client relation management

Education

Bachelor's degree in finance or accounting

Job description

WealthBridge Financial Group seeks a results-oriented Financial Consultant to engage clients, understand goals, and deliver tailored advice across investments, retirement planning, and wealth management. You will use advanced tools to analyze client needs and craft action plans, collaborating with a network of industry experts to enhance service quality and outcomes.

In this role, you will play a pivotal part in helping clients make informed financial decisions, build relationships, and achieve