Wealth Builder: Client-Focused Financial Consultant

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

Benefits offered by this job

Health coverage

401(k) plan

Life & disability

Wellness programs

Training & growth

Job summary

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

You will leverage analytical tools and collaborate with a network of industry experts to develop actionable plans that help clients make informed decisions and achieve long-term financial success.

Qualifications

• Bachelor's degree in finance, accounting, or related field.
• Experience in financial consulting or similar role preferred.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills to 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 strategies.
• Provide investment, retirement, and wealth management guidance.
• Utilize financial analytics to assess client needs and develop action plans.
• Collaborate with network of industry experts to serve clients effectively.

Skills

Analytical skills

Problem solving

Communication skills

Interpersonal skills

Client relationships

Education

Bachelor's degree in finance or related field

Job description

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

You will leverage analytical tools and collaborate with a network of industry experts to develop actionable plans that help clients make informed decisions and achieve long-term financial success.