Wealth & Financial Planning Consultant

WealthBridge Financial Group; Idaho Falls (ID); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life and disability insurance

Wellness programs

Career growth opportunities

Job summary

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

At WealthBridge, you will empower clients to make informed decisions using advanced tools and analytics. You will collaborate with industry experts to develop actionable plans and build 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 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

Financial analysis

Client communication

Relationship building

Problem solving

Licenses or certifications

Education

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

Job description

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

At WealthBridge, you will empower clients to make informed decisions using advanced tools and analytics. You will collaborate with industry experts to develop actionable plans and build long-term relationships.