Wealth Planning Advisor

WealthBridge Financial Group; Dayton (OH); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Top-tier health coverage including med

401(k) retirement plan with company 50

Life and disability insurance

Employee wellness programs

Career growth and training

Job summary

WealthBridge Financial Group in Dayton, OH seeks a Wealth Planning Advisor to help clients meet financial goals with tailored advice and wealth management strategies.

You will use advanced analytics to assess needs, craft investment and retirement plans, and collaborate with trusted experts to deliver comprehensive solutions. Strong communication and relationship-building skills are essential.

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 financial objectives and provide tailored advice and strategies.
• Offer comprehensive solutions including investments, retirement planning, and wealth management.
• Leverage advanced financial tools and analytics to assess needs and develop action plans.
• Collaborate with a network of industry experts to enhance client service.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationships

Financial analysis

Education

Bachelor's degree in finance/accounting/related field

Experience in financial consulting or similar role

Job description

WealthBridge Financial Group is seeking a results-oriented Wealth Planning Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.

As a Wealth Planning Advisor at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.

• 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.

• Top-tier health coverage including medical, dental, and vision plans for you and your dependents
• 401(k) retirement plan with company match to help you build long-term security
• Life and disability insurance for added peace of mind
• Employee wellness programs and mental health resources
• Career growth opportunities and ongoing training support