Wealth Advisor — Strategic Financial Planning & Growth

WealthBridge Financial Group; Gladstone (MO); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health coverage

401(k) plan with company match

Life and disability insurance

Wellness programs

Training & career growth

Job summary

WealthBridge Financial Group is a client-focused advisory firm seeking a Financial Consultant to understand clients' financial objectives and provide tailored strategies that align with their goals.

You will leverage your financial expertise to offer investment opportunities, retirement planning, and wealth management solutions, empowering clients to make informed decisions and build long-term relationships.

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 their financial objectives.
• Provide tailored advice and strategies that align with their goals.
• Leverage financial expertise to offer investment opportunities, retirement planning, and wealth management strategies.
• Utilize advanced financial tools and analytics to assess client needs and develop effective action plans.

Skills

Financial analysis

Client relationship management

Communication skills

Problem solving

Education

Bachelor's degree in finance/accounting or related field

Job description

WealthBridge Financial Group is a client-focused advisory firm seeking a Financial Consultant to understand clients' financial objectives and provide tailored strategies that align with their goals.

You will leverage your financial expertise to offer investment opportunities, retirement planning, and wealth management solutions, empowering clients to make informed decisions and build long-term relationships.