Wealth Strategy Advisor

WealthBridge Financial Group; Greenwood (IN); On-site; USD 70,000 - 105,000; Full time

Job summary

WealthBridge Financial Group is seeking a results-oriented Wealth Management Consultant to engage with clients to understand their financial objectives and provide tailored advice across investments, retirement planning, and wealth strategies.

You will analyze client needs with advanced tools, collaborate with a network of experts, and deliver actionable plans that help clients achieve financial success while building long-term relationships at WealthBridge.

Qualifications

• Strong analytical and problem-solving skills required.
• Excellent communication and interpersonal skills to connect with clients.
• Demonstrated ability to build and maintain client relationships.

Skills

Analytical thinking

Problem-solving

Communication

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 engage with clients to understand their financial objectives and provide tailored advice across investments, retirement planning, and wealth strategies.

You will analyze client needs with advanced tools, collaborate with a network of experts, and deliver actionable plans that help clients achieve financial success while building long-term relationships at WealthBridge.