Wealth & Retirement Planner | Financial Consultant

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

Job summary

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

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies, empowering clients to make informed decisions.

Qualifications

• Bachelor's degree in finance, accounting, or related field.
• Experience in financial consulting or a similar role preferred.
• Strong analytical and problem-solving abilities.
• Excellent written and verbal communication with clients.

Skills

Analytical thinking

Communication skills

Client relationship building

Education

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

Job description

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

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies, empowering clients to make informed decisions.