Wealth & Financial Planning Advisor

Wealthbridge-Financial-Group; Akers (LA); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs and mental health

Career growth and ongoing training

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team, delivering tailored advice on investments, retirement planning, and wealth management to help clients achieve their goals.

You will assess client needs using financial tools, build action plans with our experts, and foster long-term relationships through excellent service and ongoing training.

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 provide tailored advice and strategies.
• Utilize advanced financial tools and analytics to assess client needs and develop effective 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

Problem solving

Licenses or certifications (financial)

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, delivering tailored advice on investments, retirement planning, and wealth management to help clients achieve their goals.

You will assess client needs using financial tools, build action plans with our experts, and foster long-term relationships through excellent service and ongoing training.