Wealth Planning Advisor

Wealthbridge-Financial-Group; Toledo (OH); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Health coverage

401(k) plan with company match

Life and disability insurance

Wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a results-oriented Wealth Planning Advisor to join our team in Toledo, OH. You will engage with clients to understand their financial objectives and provide tailored advice across investments, retirement planning, and wealth management strategies.

You will leverage advanced financial tools and analytics, build lasting client relationships, and collaborate with a network of industry experts to deliver comprehensive solutions and ongoing support.

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 across investments, retirement planning, and wealth management strategies.
• Leverage advanced financial tools and analytics to assess client needs and develop effective action plans.
• Collaborate with a network of industry experts to deliver comprehensive solutions and ongoing client support.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationships

Education

Bachelor's degree in finance or related field

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