Wealth Strategy Advisor — 401(k) Match & Benefits

Wealthbridge-Financial-Group; Brownsburg (IN); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life & disability insurance

Wellness programs

Training & growth

Job summary

WealthBridge Financial Group is seeking a results-oriented Wealth Management Consultant to join our team in Indiana. You will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals.

Leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies, while collaborating with a network of industry experts.

Qualifications

• Bachelor's degree in finance, accounting, or a related field is required or preferred.
• Experience in financial consulting or a similar role is preferred.
• Licenses or certifications in financial planning are a plus.

Responsibilities

• Meet with clients to understand their financial goals and develop personalized plans.
• Provide investment opportunities, retirement planning, and wealth management strategies.
• Collaborate with a network of industry experts and use analytics to craft action plans.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationship management

Financial planning knowledge

Education

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

Tools

Financial analysis tools

Job description

WealthBridge Financial Group is seeking a results-oriented Wealth Management Consultant to join our team in Indiana. You will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals.

Leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies, while collaborating with a network of industry experts.