Wealth Strategy Advisor

WealthBridge Financial Group; Bloomington (IN); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health coverage

401(k) with match

Life and disability insurance

Wellness programs

Career growth & training

Job summary

WealthBridge Financial Group is seeking a results-oriented Wealth Management 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.

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

Qualifications

• Bachelor's degree in finance, accounting, or related field required.
• Experience in financial consulting or a similar role preferred.
• Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills to connect with clients.
• Ability to build and maintain client relationships.

Responsibilities

• Engage with clients to understand financial objectives and tailor advice.
• Develop strategies aligned with clients' goals and risk tolerance.
• Leverage financial tools to assess needs and create action plans.
• Collaborate with a network of experts to deliver comprehensive solutions.
• Maintain long-term client relationships through ongoing service and support.

Skills

Analytical thinking

Communication skills

Interpersonal skills

Client relationship building

Education

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

Job description

WealthBridge Financial Group is seeking a results-oriented Wealth Management 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.

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