Wealth Planner & Financial Advisor

WealthBridge Financial Group; Kansas City (MO); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Top-tier health coverage including medical, dental, and vision plans

401(k) retirement plan with company match

Life and disability insurance

Employee wellness programs and mental health resources

Career growth opportunities and ongoing training support

Job summary

WealthBridge Financial Group is looking for a results-oriented Financial Consultant in Kansas City. The successful candidate will engage clients to provide tailored financial advice and comprehensive solutions, including investment opportunities and retirement planning. Applicants should have a Bachelor's degree in finance or related field, with experience in consulting preferred. The role emphasizes building client relationships and utilizing advanced financial tools. WealthBridge offers top-tier health coverage, a 401(k) plan, and career growth opportunities.

Qualifications

• 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 provide tailored advice.
• Leverage financial expertise to offer comprehensive solutions, including investment opportunities.
• Utilize advanced financial tools and analytics to assess client needs and develop action plans.

Skills

Analytical skills

Interpersonal skills

Communication skills

Education

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

Job description

WealthBridge Financial Group is looking for a results-oriented Financial Consultant in Kansas City. The successful candidate will engage clients to provide tailored financial advice and comprehensive solutions, including investment opportunities and retirement planning. Applicants should have a Bachelor's degree in finance or related field, with experience in consulting preferred. The role emphasizes building client relationships and utilizing advanced financial tools. WealthBridge offers top-tier health coverage, a 401(k) plan, and career growth opportunities.