Wealth Planning Advisor — Investments & Retirement Strategy

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

Benefits offered by this job

Health coverage

401(k) plan

Life & disability insurance

Wellness programs

Training opportunities

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, including investment opportunities, retirement planning, and wealth management.

You will use advanced financial tools to assess client needs, develop action plans, and collaborate with a network of industry experts to deliver holistic solutions and build

Qualifications

• Bachelor's degree in finance, accounting, or related field.
• Experience in financial consulting or related role.
• 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.

Skills

Analytical skills

Communication skills

Relationship building

Problem-solving

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, including investment opportunities, retirement planning, and wealth management.

You will use advanced financial tools to assess client needs, develop action plans, and collaborate with a network of industry experts to deliver holistic solutions and build