Wealth Consultant & Planning Specialist

WealthBridge Financial Group; Garden City (KS); On-site; USD 55,000 - 85,000; Full time

Job summary

WealthBridge Financial Group in Kansas seeks a results-oriented Financial Consultant to engage with clients, understand their financial objectives, and provide tailored advice aligned with their goals.

You will offer investment opportunities, retirement planning, and wealth management strategies, using analytics to assess needs and develop action plans, collaborating with industry experts to foster long-term client relationships.

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.
• 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 provide tailored advice.
• Offer investment opportunities, retirement planning, and wealth management strategies.
• Collaborate with a network of industry experts and use analytics to develop action plans.

Skills

Analytical skills

Problem-solving

Communication

Interpersonal skills

Client relationships

Experience in financial consulting

Education

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

Licenses or certifications in financial planning

Job description

WealthBridge Financial Group in Kansas seeks a results-oriented Financial Consultant to engage with clients, understand their financial objectives, and provide tailored advice aligned with their goals.

You will offer investment opportunities, retirement planning, and wealth management strategies, using analytics to assess needs and develop action plans, collaborating with industry experts to foster long-term client relationships.