Wealth Advisory Consultant | 401(k) Match

WealthBridge Financial Group

Warner Township (SD)

On-site

USD 70,000 - 100,000

Full time

10 days ago
Application generator

An application made for this job — a tailored resume and cover letter that speak straight to the posting.

Get past ATS filters

Benefits offered by this job

Health coverage
401(k) with match
Life and disability insurance
Wellness programs

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in the United States. You will engage with clients to understand their financial objectives and provide tailored advice, including investment opportunities and retirement planning.

You will leverage advanced financial tools and collaborate with a network of experts to develop effective action plans that help clients achieve financial success and 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 connect with clients.
  • Demonstrated ability to build and maintain client relationships.

Skills

Analytical skills
Communication skills
Interpersonal skills
Client relationship building
Problem-solving

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 the United States. You will engage with clients to understand their financial objectives and provide tailored advice, including investment opportunities and retirement planning.

You will leverage advanced financial tools and collaborate with a network of experts to develop effective action plans that help clients achieve financial success and long-term relationships.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Wealth Planning Advisor — 401(k) Match
Wealth Planning Advisor — 401(k) Match

Wealthbridge-Financial-Group • Fort Riley (KS)

On-site
USD 65,000 - 95,000
Top-tier health coverage
401(k) with company match
Life and disability insurance
+2
Wealth Advisor: Financial Planning & 401(k) Match
Wealth Advisor: Financial Planning & 401(k) Match

WealthBridge Financial Group • Modesto (CA)

On-site
USD 60,000 - 90,000
Health coverage
401(k) matching
Life & disability insurance
+2
Wealth Strategy Consultant — Retirement & Investments (401k Match)
Wealth Strategy Consultant — Retirement & Investments (401k Match)

WealthBridge Financial Group • Cabot (AR)

On-site
USD 55,000 - 85,000
Health coverage
401(k) with company match
Life and disability insurance
+2
Financial Consultant: Wealth Planning + 401(k) Match
Financial Consultant: Wealth Planning + 401(k) Match

Wealthbridge-Financial-Group • Hartford (KS)

On-site
USD 60,000 - 90,000
Health coverage
401(k) with company match
Life and disability insurance
+2
Financial Consultant: Wealth Planning + 401(k) Match
Financial Consultant: Wealth Planning + 401(k) Match

WealthBridge Financial Group • Fort Collins (CO)

On-site
USD 60,000 - 90,000
Top-tier health coverage
401(k) with company match
Life and disability insurance
+2
Wealth Management Consultant with 401(k) Match & Benefits
Wealth Management Consultant with 401(k) Match & Benefits

WealthBridge Financial Group • Carmel (IN)

On-site
USD 65,000 - 95,000
Health coverage
401(k) retirement plan with company 1:
Life and disability insurance
+2
Client-Focused Wealth Consultant - 401(k) Match
Client-Focused Wealth Consultant - 401(k) Match

WealthBridge Financial Group • Bowling Green (KY)

On-site
USD 60,000 - 90,000
Top-tier health coverage
401(k) with company match
Life and disability insurance
+2
Wealth Advisor & Financial Strategy Consultant
Wealth Advisor & Financial Strategy Consultant

WealthBridge Financial Group • Americus (KS)

On-site
USD 60,000 - 90,000
Health coverage
401(k) with company match
Life and disability insurance
+2
Wealth Advisor: Financial Planning & Retirement Strategy
Wealth Advisor: Financial Planning & Retirement Strategy

WealthBridge Financial Group • Lisbon (IA)

On-site
USD 65,000 - 95,000
Health coverage
401(k) matching
Life & disability insurance
+3
Wealth Management Advisor - Planning, Growth, 401(k) Match
Wealth Management Advisor - Planning, Growth, 401(k) Match

WealthBridge Financial Group • Plainfield (IN)

On-site
USD 70,000 - 100,000
Health coverage
401(k) retirement plan with company/EM
Life and disability insurance
+2