Wealth Advisor: Tailored Financial Planning

WealthBridge Financial Group; Boise (ID); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health coverage

401(k) company match

Life and disability insurance

Wellness programs

Ongoing training opportunities

Job summary

WealthBridge Financial Group in Boise, Idaho is seeking a results-oriented Financial Consultant to work with clients to understand their financial objectives and provide tailored advice across investments, retirement planning, and wealth management.

You will leverage advanced tools and analytics to assess client needs, develop action plans, and build long-term relationships through exceptional service. The role offers a collaborative environment and exposure to cutting-edge resources for growth.

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 and risk tolerance.
• Provide tailored financial advice and strategies that align with clients' goals.
• Leverage financial tools and analytics to assess client needs and develop action plans.
• Collaborate with a network of industry experts and access to resources to serve clients effectively.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationship management

Financial planning knowledge

Education

Bachelor's degree in finance or accounting

Job description

WealthBridge Financial Group in Boise, Idaho is seeking a results-oriented Financial Consultant to work with clients to understand their financial objectives and provide tailored advice across investments, retirement planning, and wealth management.

You will leverage advanced tools and analytics to assess client needs, develop action plans, and build long-term relationships through exceptional service. The role offers a collaborative environment and exposure to cutting-edge resources for growth.