Wealth Planning Consultant - Client-Focused Financial Advisor

WealthBridge Financial Group; Billings (MT); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Training and career growth

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in Billings. You will engage with clients to understand their financial objectives and provide tailored advice and strategies aligned with their goals.

You will leverage advanced financial tools and analytics to assess client needs and develop action plans, collaborating with a network of industry experts to deliver comprehensive wealth management solutions.

Qualifications

• Bachelor’s degree in finance, accounting, or related field.
• Experience in financial consulting or a similar role preferred.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills to connect with clients.

Responsibilities

• Engage with clients to understand their financial objectives and risk tolerance.
• Provide tailored financial advice and strategies aligned with clients' goals.
• Leverage financial tools and analytics to assess client needs and develop action plans.
• Collaborate with a network of industry experts and access to resources to serve clients effectively.

Skills

Financial analysis

Client communication

Relationship building

Problem solving

Education

Bachelor's degree in finance, accounting, or related field

Tools

Financial planning software

Analytics tools

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in Billings. You will engage with clients to understand their financial objectives and provide tailored advice and strategies aligned with their goals.

You will leverage advanced financial tools and analytics to assess client needs and develop action plans, collaborating with a network of industry experts to deliver comprehensive wealth management solutions.