Wealth Planning Advisor — Client-Focused Wealth Strategist

WealthBridge Financial Group; Kansas; On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Life & disability insurance

Wellness programs

Training & growth

Job summary

WealthBridge Financial Group in the United States seeks a results-oriented Wealth Planning Advisor to help clients achieve their financial goals through personalized guidance in investments, retirement planning, and holistic wealth management.

You will analyse client needs, develop action plans, and collaborate with experts to deliver tailored solutions while building lasting relationships and delivering exceptional client service.

Qualifications

• Bachelor's degree in finance, accounting, or a related field.
• Experience in financial consulting or advisory roles preferred.
• Strong analytical and communication skills.
• Ability to build and maintain client relationships.

Responsibilities

• Engage with clients to understand their financial objectives.
• Provide tailored strategies across investments, retirement planning, and wealth management.
• Utilize financial tools and analytics to develop action plans.
• Collaborate with a network of industry experts.

Skills

Client relations

Financial analysis

Communication

Problem solving

Education

Bachelor's degree in finance or related field

Job description

WealthBridge Financial Group in the United States seeks a results-oriented Wealth Planning Advisor to help clients achieve their financial goals through personalized guidance in investments, retirement planning, and holistic wealth management.

You will analyse client needs, develop action plans, and collaborate with experts to deliver tailored solutions while building lasting relationships and delivering exceptional client service.