Wealth Strategy Advisor

Wealthbridge-Financial-Group; Terre Haute (IN); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health coverage including medical, and

401(k) retirement plan with company 2%

Life and disability insurance

Employee wellness programs

Career growth opportunities and培训

Job summary

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

You will leverage advanced financial tools to assess client needs, develop action plans, and collaborate with a network of industry experts to deliver comprehensive solutions and build long-term relationships.

Qualifications

• Bachelor's degree required in finance, accounting, or related field.
• Experience in financial consulting or a 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.
• Licences or certifications in financial planning are a plus.

Responsibilities

• Engage with clients to understand financial objectives and provide tailored advice across investments, retirement planning, and wealth management strategies.
• Leverage advanced financial tools and analytics to assess client needs and develop actionable plans.
• Collaborate with a network of industry experts and utilize cutting-edge resources to serve clients effectively.

Skills

Analytical skills

Problem-solving

Communication skills

Interpersonal skills

Client relationship management

Financial planning knowledge

Education

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

Job description

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

You will leverage advanced financial tools to assess client needs, develop action plans, and collaborate with a network of industry experts to deliver comprehensive solutions and build long-term relationships.