Wealth Planner & Investment Advisor

WealthBridge Financial Group; Evans (CO); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Training support

Job summary

WealthBridge Financial Group in Colorado is seeking a Financial Consultant to engage with clients, understand objectives, and provide tailored advice aligning with goals. You will leverage financial expertise to offer investment opportunities, retirement planning, and wealth management strategies to empower informed decisions.

You will use analytics to assess needs and develop action plans, collaborating with industry experts for client growth.

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.

Responsibilities

• Provide tailored financial advice to clients and understand their objectives.
• Develop investment, retirement, and wealth management strategies aligned with client goals.
• Assess client needs using financial tools and analytics to craft actionable plans.
• Collaborate with a network of industry experts to deliver comprehensive solutions.

Skills

Analytical skills

Communication skills

Relationship building

Education

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

Job description

WealthBridge Financial Group in Colorado is seeking a Financial Consultant to engage with clients, understand objectives, and provide tailored advice aligning with goals. You will leverage financial expertise to offer investment opportunities, retirement planning, and wealth management strategies to empower informed decisions.

You will use analytics to assess needs and develop action plans, collaborating with industry experts for client growth.