Wealth Planning Consultant | Growth & Retirement Expert

WealthBridge Financial Group; Baton Rouge (LA); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Top-tier health coverage including med

401(k) retirement plan with company 0%

Life and disability insurance

Wellness programs and mental health

Career growth opportunities and培训

Job summary

WealthBridge Financial Group in Baton Rouge is seeking a results-oriented Financial Consultant to help clients achieve their financial objectives. You will provide tailored advice across investments, retirement planning, and wealth management, using your financial expertise to build comprehensive solutions.

Join a team that leverages advanced tools and analytics, collaborates with industry experts, and supports your growth through ongoing training and strong benefits.

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 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 tailor strategies.
• Provide investment, retirement, and wealth management advice.
• Use financial tools and analytics to assess client needs and develop action plans.
• Collaborate with a network of industry experts to serve clients effectively.

Skills

Analytical thinking

Communication skills

Interpersonal skills

Client relationships

Problem solving

Education

Bachelors in Finance

Accounting degree

Job description

WealthBridge Financial Group in Baton Rouge is seeking a results-oriented Financial Consultant to help clients achieve their financial objectives. You will provide tailored advice across investments, retirement planning, and wealth management, using your financial expertise to build comprehensive solutions.

Join a team that leverages advanced tools and analytics, collaborates with industry experts, and supports your growth through ongoing training and strong benefits.