Wealth Planning Consultant

WealthBridge Financial Group; Lexington (KY); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Top-tier health coverage including med

401(k) retirement plan with company

Life and disability insurance

Wellness programs and mental health

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a Financial Consultant to engage with clients, assess objectives, and provide tailored financial strategies. You will leverage advanced tools to design investment, retirement, and wealth management plans.

Join a team focused on exceptional service, collaborative problem solving, and long-term client relationships. If you are driven by results and dedicated to helping clients achieve financial success, we want to hear from you.

Qualifications

• Bachelor's degree in finance or accounting.
• Experience in financial consulting or a similar role is preferred.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills to effectively 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 and present investment, retirement, and wealth management strategies.
• Collaborate with experts and leverage resources to deliver solutions.

Skills

Analytical skills

Communication

Interpersonal skills

Client relationships

Financial planning licenses

Education

Bachelor's degree in finance or accounting

Job description

WealthBridge Financial Group is seeking a Financial Consultant to engage with clients, assess objectives, and provide tailored financial strategies. You will leverage advanced tools to design investment, retirement, and wealth management plans.

Join a team focused on exceptional service, collaborative problem solving, and long-term client relationships. If you are driven by results and dedicated to helping clients achieve financial success, we want to hear from you.