Wealth Planning Advisor

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

Benefits offered by this job

Health coverage

401(k) match

Life insurance

Disability insurance

Wellness programs

Job summary

WealthBridge Financial Group is seeking a Financial Consultant to empower clients in Wisconsin with tailored advice across investments, retirement planning, and wealth management. You will assess client needs using advanced tools and analytics to craft comprehensive strategies.

Join a team dedicated to exceptional service and lifelong client relationships, with opportunities for growth, ongoing training, and access to extensive resources to support client success.

Qualifications

• Bachelor's degree in finance, accounting, or a related field.
• Experience in financial consulting or similar role is 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 aligning with client goals.
• Leverage financial tools and analytics to assess client needs.
• Develop effective action plans and long-term wealth strategies.
• Collaborate with a network of industry experts and resources.

Skills

Analytical skills

Communication skills

Client relationships

Problem solving

Licenses/Certifications

Education

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

Job description

WealthBridge Financial Group is seeking a Financial Consultant to empower clients in Wisconsin with tailored advice across investments, retirement planning, and wealth management. You will assess client needs using advanced tools and analytics to craft comprehensive strategies.

Join a team dedicated to exceptional service and lifelong client relationships, with opportunities for growth, ongoing training, and access to extensive resources to support client success.