Wealth Growth Advisor | Strategic Financial Planning

Wealthbridge-Financial-Group; Shawnee (KS); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Top-tier health coverage including on/

401(k) retirement plan with company

Life and disability insurance

Employee wellness programs and mental

Career growth opportunities and培训

Job summary

WealthBridge Financial Group seeks a results-oriented Financial Consultant. You will work with clients to understand financial objectives and offer tailored advice across investments, retirement planning, and wealth strategies.

Using advanced tools and analytics, you will assess needs, develop actionable plans, and collaborate with a network of experts to deliver comprehensive solutions that help clients achieve their goals.

Qualifications

• Bachelor's degree in finance, accounting, or related field required.
• Experience in financial consulting or similar role preferred.
• Licenses or certifications in financial planning are a plus.

Responsibilities

• Engage with clients to understand financial objectives and provide tailored advice.
• Leverage analytics to assess needs and develop effective action plans.

Skills

Analytical skills

Communication and interpersonal skills

Client relationship management

Financial acumen

Education

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

Job description

WealthBridge Financial Group seeks a results-oriented Financial Consultant. You will work with clients to understand financial objectives and offer tailored advice across investments, retirement planning, and wealth strategies.

Using advanced tools and analytics, you will assess needs, develop actionable plans, and collaborate with a network of experts to deliver comprehensive solutions that help clients achieve their goals.