Wealth Planning Advisor

WealthBridge Financial Group; Allouez (WI); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Top-tier health coverage including med

401(k) retirement plan with company0

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to help clients achieve their financial objectives through tailored guidance in investments, retirement planning, and wealth management.

You will analyze client needs, develop actionable strategies, and collaborate with a network of financial experts to deliver comprehensive solutions while maintaining strong client relationships and delivering exceptional service.

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.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationship management

Licenses or certifications

Education

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

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to help clients achieve their financial objectives through tailored guidance in investments, retirement planning, and wealth management.

You will analyze client needs, develop actionable strategies, and collaborate with a network of financial experts to deliver comprehensive solutions while maintaining strong client relationships and delivering exceptional service.