Wealth Planning Consultant for Growth & Client Impact

Wealthbridge-Financial-Group; Bucklin (KS); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health coverage

401(k) with match

Life & disability insurance

Wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is looking for a Financial Consultant who will engage with clients to understand their financial objectives and provide tailored advice aligned with their goals.

You will use advanced financial tools to assess needs and develop action plans, collaborating with a network of experts to deliver comprehensive wealth management solutions and exceptional service.

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 and strategies.
• 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

Analytical skills

Communication skills

Interpersonal skills

Client relationship building

Education

Bachelor's degree in Finance/Accounting or related field

Job description

WealthBridge Financial Group is looking for a Financial Consultant who will engage with clients to understand their financial objectives and provide tailored advice aligned with their goals.

You will use advanced financial tools to assess needs and develop action plans, collaborating with a network of experts to deliver comprehensive wealth management solutions and exceptional service.