Wealth & Retirement Planning Consultant

WealthBridge Financial Group; Park Hills (KY); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Health coverage

401(k) matching

Life insurance

Disability insurance

Wellness programs

Training opportunities

Job summary

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

Your expertise will support investment, retirement planning, and wealth management decisions. As a Financial Consultant, you will analyze client needs with advanced tools and collaborate with a network of industry experts to deliver effective

Qualifications

• Bachelor's degree in finance, accounting, or a related field.
• Experience in financial consulting or similar role preferred.
• Licenses or certifications in financial planning are a plus.

Responsibilities

• Engage with clients to understand financial objectives and provide tailored advice.
• Utilize advanced financial tools and analytics to assess needs and develop action plans.
• Collaborate with industry experts to deliver comprehensive wealth-management strategies.

Skills

Analytical skills

Problem solving

Communication skills

Interpersonal skills

Client relationships

Education

Bachelor's degree in finance or related field

Job description

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

Your expertise will support investment, retirement planning, and wealth management decisions. As a Financial Consultant, you will analyze client needs with advanced tools and collaborate with a network of industry experts to deliver effective