Wealth & Retirement Planning Financial Consultant

WealthBridge Financial Group; Meridian (ID); On-site; USD 50,000 - 90,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life insurance

Wellness programs

Career growth

Job summary

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in Idaho. You will engage with clients to understand their financial objectives and provide tailored advice spanning investments, retirement planning, and wealth management strategies.

Leverage advanced tools and analytics to assess client needs, develop action plans, and empower clients to make informed decisions.

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

• Engage clients to understand financial objectives and tailor strategies.
• Provide investment opportunities, retirement planning, and wealth management guidance.
• Use financial tools and analytics to assess client needs.
• Develop actionable plans and monitor progress with clients.
• Collaborate with a network of industry experts to deliver comprehensive solutions.

Skills

Strong analytical and problem-solving

Excellent communication

Client relationship building

Financial planning awareness

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 Idaho. You will engage with clients to understand their financial objectives and provide tailored advice spanning investments, retirement planning, and wealth management strategies.

Leverage advanced tools and analytics to assess client needs, develop action plans, and empower clients to make informed decisions.