Wealth Planning Advisor

WealthBridge Financial Group; Town of Howard (WI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Top-tier health coverage (medical,  d​

401(k) with company match

Life and disability insurance

Wellness programs and mental health资源

Career growth opportunities and培训

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.

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies, and collaborate with a network of experts to deliver exceptional service.

Qualifications

• Bachelor’s degree in finance, accounting, or related field.
• Experience in financial consulting or similar role 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 financial objectives and provide tailored advice.
• Develop strategies across investments, retirement planning, and wealth management.
• Collaborate with a network of industry experts and access cutting-edge resources.
• Empower clients to make informed financial decisions.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationship mgmt

Licenses/certs in financial planning

Education

Bachelor's degree in finance, accounting, or 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.

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies, and collaborate with a network of experts to deliver exceptional service.