Wealth Planner & Investment Advisor

WealthBridge Financial Group; Cottage Grove (MN); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health coverage

401(k) plan with company match

Life and disability insurance

Wellness programs and mental health资源

Job summary

WealthBridge Financial Group in Cottage Grove, MN seeks a results-driven Financial Consultant to help clients achieve financial objectives through tailored investment, retirement, and wealth management strategies.

You will assess client needs with advanced tools and analytics, craft action plans, and collaborate with a network of industry experts to deliver exceptional service and build long-term relationships.

Qualifications

• Bachelor's degree in finance, accounting, or related field.
• Experience in financial consulting or similar role preferred.
• Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills.
• Ability to build and maintain client relationships.
• Licenses or certifications in financial planning are a plus.

Responsibilities

• Engage with clients to understand financial objectives and provide tailored advice.
• Offer investment opportunities, retirement planning, and wealth management strategies.
• Use financial tools and analytics to assess client needs and develop action plans.
• Collaborate with a network of industry experts to serve clients.
• Build long-term client relationships and drive results.

Skills

Analytical skills

Communication skills

Client relationship management

Problem-solving

Education

Bachelor's degree in Finance or related field

Job description

WealthBridge Financial Group in Cottage Grove, MN seeks a results-driven Financial Consultant to help clients achieve financial objectives through tailored investment, retirement, and wealth management strategies.

You will assess client needs with advanced tools and analytics, craft action plans, and collaborate with a network of industry experts to deliver exceptional service and build long-term relationships.