Wealth Strategy Advisor

WealthBridge Financial Group; Westminster (CO); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Career growth opportunities

Job summary

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

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

Qualifications

• Analyze client needs to tailor financial strategies.
• Provide investment, retirement, and wealth management guidance.
• Collaborate with clients to implement action plans with measurable goals.

Responsibilities

• Analyze client needs to tailor financial strategies.
• Provide investment, retirement, and wealth planning guidance.
• Develop and implement client action plans with measurable goals.

Skills

Analytical skills

Problem-solving

Communication

Client relationships

Education

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

Job description

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

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