Wealth Advisor: Strategic Financial Planning for Clients

WealthBridge Financial Group; Oronoco (MN); On-site; USD 70,000 - 100,000; 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 is seeking a results-oriented Financial Consultant to join our team in Minnesota. You will engage with clients to understand their financial objectives and provide tailored advice across investments, retirement planning, and wealth management strategies.

You will leverage advanced financial tools and analytics, build long-term client relationships, and collaborate with a network of industry experts to deliver exceptional service and personalized financial plans.

Qualifications

• Bachelor's degree in finance, accounting, or a related field.
• Experience in financial consulting or related role preferred.
• Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills.
• 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 across investments, retirement planning, and wealth management.
• Use financial tools and analytics to assess client needs and create action plans.
• Collaborate with a network of industry experts and resources.
• Deliver exceptional service and build long-term client relationships.

Skills

Analytical skills

Problem-solving

Communication skills

Interpersonal skills

Client relationships

Financial consulting experience

Education

Bachelor's degree in finance, accounting, or a related field

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in Minnesota. You will engage with clients to understand their financial objectives and provide tailored advice across investments, retirement planning, and wealth management strategies.

You will leverage advanced financial tools and analytics, build long-term client relationships, and collaborate with a network of industry experts to deliver exceptional service and personalized financial plans.