Wealth Management Advisor – Client-Focused Planning

WealthBridge Financial Group; Town of Whitestown (NY); On-site; USD 95,000 - 140,000; Full time

Benefits offered by this job

Top-tier health coverage including med

401(k) retirement plan with company 2%

Life and disability insurance

Job summary

WealthBridge Financial Group is seeking a results-oriented Wealth Management Consultant to join our team. You will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals.

As a Wealth Management Consultant at WealthBridge, you will empower clients to make informed financial decisions by leveraging advanced tools and analytics, collaborating with a network of industry experts, and delivering comprehensive wealth

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.
• Top-tier health coverage including medical, dental, and vision plans for you and your dependents
• 401(k) retirement plan with company match to help you build long-term security
• Life and disability insurance for added peace of mind
• Employee wellness programs and mental health resources
• Career growth opportunities and ongoing training support

Skills

Analytical thinking

Communication skills

Financial consulting experience

Education

Bachelor’s degree in finance or accounting

Job description

WealthBridge Financial Group is seeking a results-oriented Wealth Management Consultant to join our team. You will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals.

As a Wealth Management Consultant at WealthBridge, you will empower clients to make informed financial decisions by leveraging advanced tools and analytics, collaborating with a network of industry experts, and delivering comprehensive wealth