Wealth Planning Consultant

Wealthbridge-Financial-Group; Basehor (KS); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health coverage

401(k) plan with match

Life and disability insurance

Wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to engage with clients, understand their financial objectives, and provide tailored advice and strategies aligning with their goals.

You will leverage financial expertise to offer comprehensive solutions, including investments, retirement planning, and wealth management, while collaborating with industry experts and using advanced analytics to empower clients to make informed decisions.

Qualifications

• Bachelor's degree in finance, accounting, or a related field.
• Experience in financial consulting or a similar role is preferred.
• Licenses or certifications in financial planning are a plus.

Responsibilities

• Engage with clients to understand financial objectives and provide tailored advice and strategies.
• Utilize advanced financial tools and analytics to assess client needs and develop action plans.
• Collaborate with a network of industry experts and access cutting-edge resources to serve clients.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationship management

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 engage with clients, understand their financial objectives, and provide tailored advice and strategies aligning with their goals.

You will leverage financial expertise to offer comprehensive solutions, including investments, retirement planning, and wealth management, while collaborating with industry experts and using advanced analytics to empower clients to make informed decisions.