Wealth Management Advisor | Client Growth & Planning

WealthBridge Financial Group; Brownsburg (IN); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health coverage including medical, etc

401(k) retirement plan with company-m

Life and disability insurance

Wellness programs

Career growth opportunities

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 across investments, retirement planning, and wealth management strategies.

You will leverage advanced financial tools and analytics to assess client needs and develop effective action plans while collaborating with a network of industry experts to deliver long-term client relationships and

Qualifications

• Bachelor’s degree in finance, accounting, or related field.
• Experience in financial consulting or a similar role is preferred.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills to connect with clients.
• Demonstrated ability to build and maintain client relationships.
• Licenses or certifications in financial planning are a plus.

Skills

Strong analytical

Problem solving

Excellent communication

Interpersonal skills

Client relationship skills

Education

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

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 across investments, retirement planning, and wealth management strategies.

You will leverage advanced financial tools and analytics to assess client needs and develop effective action plans while collaborating with a network of industry experts to deliver long-term client relationships and