Wealth Planning Consultant — 401(k) Match

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

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Career growth and training

Job summary

WealthBridge Financial Group in the United States seeks a results-oriented Financial Consultant to engage with clients, understand their objectives, and tailor strategies for investments, retirement, and wealth management. You will leverage advanced analytics to develop action plans and deliver comprehensive financial solutions.

Join a collaborative team focused on long-term client relationships, ongoing training, and access to industry experts to empower clients to achieve financial success.

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.
• 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 their financial objectives and provide tailored advice.
• Develop strategies for investments, retirement planning, and wealth management.
• Utilize advanced financial tools and analytics to assess client needs and create action plans.
• Collaborate with industry experts and leverage resources to serve clients effectively.
• Foster long-term client relationships through exceptional service and ongoing guidance.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationship management

Problem-solving

Education

Bachelor's degree in finance/related field

Job description

WealthBridge Financial Group in the United States seeks a results-oriented Financial Consultant to engage with clients, understand their objectives, and tailor strategies for investments, retirement, and wealth management. You will leverage advanced analytics to develop action plans and deliver comprehensive financial solutions.

Join a collaborative team focused on long-term client relationships, ongoing training, and access to industry experts to empower clients to achieve financial success.