Wealth Management Consultant

Wealthbridge-Financial-Group; Franklin (IN); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life & disability insurance

Wellness programs

Training opportunities

Job summary

WealthBridge Financial Group in Franklin, IN, seeks a Wealth Management Consultant to engage clients, understand their financial objectives, and deliver tailored advice for investments, retirement planning, and wealth management. You will use advanced financial tools to develop effective action plans and collaborate with industry experts to enhance client outcomes.

A Bachelor's degree in finance or related field is required, with strong analytical, communication, and relationship-building

Qualifications

• Bachelor's degree in finance, accounting, or a related field.
• Experience in financial consulting or a similar role 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.

Responsibilities

• Engage with clients to understand their financial objectives.
• Provide tailored advice and strategies that align with clients' goals (investments, retirement planning, wealth management).
• Leverage advanced financial tools and analytics to assess client needs.
• Collaborate with a network of industry experts to deliver comprehensive solutions.

Skills

Financial analysis

Client relationships

Communication

Problem solving

Financial planning

Education

Bachelor's degree in finance/related field

Job description

WealthBridge Financial Group is seeking a results-oriented Wealth Management Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.

As a Wealth Management Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

• 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