Wealth Planner & Investment Consultant

Wealthbridge-Financial-Group; Hadley (KY); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health coverage including medical, but

401(k) retirement plan with company 2x

Life and disability insurance

Employee wellness programs and mental

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. You will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals, including investments, retirement planning, and wealth management.

As a Financial Consultant at WealthBridge, you will use advanced tools and analytics to assess client needs and develop effective action plans, collaborating with a network of industry experts

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

• Engage with clients to understand their financial objectives and provide tailored advice and strategies.
• Leverage financial expertise to offer comprehensive solutions including investments, retirement planning, and wealth management.
• Collaborate with a network of industry experts and utilize advanced tools to assess client needs and develop action plans.

Skills

Analytical

Problem solving

Communication

Interpersonal skills

Client relationship building

Education

Bachelor's degree in finance/accounting/related field

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. You will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals, including investments, retirement planning, and wealth management.

As a Financial Consultant at WealthBridge, you will use advanced tools and analytics to assess client needs and develop effective action plans, collaborating with a network of industry experts