Wealth Planning Advisor | Client-Focused Financial Consultant

WealthBridge Financial Group; Liberty (MO); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with match

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

A financial advisory firm located in Liberty, Missouri is seeking a results-oriented Financial Consultant. In this role, you will engage with clients to understand their financial goals and provide tailored advice. You'll utilize advanced financial tools and collaborate with industry experts to enhance service delivery. The ideal candidate should have a Bachelor's degree in finance or accounting and experience in financial consulting. The position offers comprehensive benefits including health coverage, a 401(k) plan, and growth opportunities.

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.

Responsibilities

• Engage with clients to understand their financial objectives.
• Utilize advanced financial tools and analytics to assess client needs.
• Collaborate with industry experts to enhance service delivery.
• Deliver exceptional service and foster long-term client relationships.

Skills

Analytical skills

Interpersonal skills

Problem-solving skills

Client relationship management

Education

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

Job description

A financial advisory firm located in Liberty, Missouri is seeking a results-oriented Financial Consultant. In this role, you will engage with clients to understand their financial goals and provide tailored advice. You'll utilize advanced financial tools and collaborate with industry experts to enhance service delivery. The ideal candidate should have a Bachelor's degree in finance or accounting and experience in financial consulting. The position offers comprehensive benefits including health coverage, a 401(k) plan, and growth opportunities.