Wealth Planning Financial Consultant

WealthBridge Financial Group; Olpe (KS); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health coverage

401(k) retirement plan

Life and disability insurance

Wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this role, you will work with clients to understand their financial objectives and provide tailored advice across investments, retirement planning, and wealth management.

You will leverage strong analytical and interpersonal skills to build lasting client relationships, communicate complex concepts clearly, and support clients in making informed financial decisions. Bachelor's degree required.

Qualifications

• Bachelor's degree in finance, accounting, or related field.
• Experience in financial consulting or similar role preferred.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills to connect with clients.
• Demonstrated ability to build and maintain client relationships.
• Licenses or certifications in financial planning are a plus.

Responsibilities

• Understand clients' financial objectives and provide tailored advice across investments, retirement planning, and wealth management.
• Offer investment opportunities, retirement planning, and wealth management strategies.
• Collaborate with the wealth management team to deliver comprehensive solutions.

Skills

Analytical skills

Communication skills

Interpersonal skills

Licenses/certifications

Education

Bachelor's degree in finance/accounting

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this role, you will work with clients to understand their financial objectives and provide tailored advice across investments, retirement planning, and wealth management.

You will leverage strong analytical and interpersonal skills to build lasting client relationships, communicate complex concepts clearly, and support clients in making informed financial decisions. Bachelor's degree required.