Wealth & Retirement Planning Advisor

WealthBridge Financial Group; Park City (KS); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Top-tier health coverage including med

401(k) retirement plan with company匹ct

Life and disability insurance

Employee wellness programs

Ongoing training support

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this role, you will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals, including investment opportunities, retirement planning, and wealth management.

You will leverage advanced financial tools and analytics to assess client needs and develop effective action plans.

Qualifications

• Bachelor's degree in finance, accounting, or a 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

• Engage with clients to understand financial objectives and provide tailored advice.
• Offer investment opportunities, retirement planning, and wealth management strategies.
• Utilize financial tools and analytics to assess needs and develop action plans.
• Collaborate with industry experts to deliver comprehensive solutions.

Skills

Analytical skills

Communication

Interpersonal skills

Client relations

Education

Bachelor's degree in finance

Licenses or certifications in financial planning (plus)

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this role, you will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals, including investment opportunities, retirement planning, and wealth management.

You will leverage advanced financial tools and analytics to assess client needs and develop effective action plans.