Wealth Strategy Advisor — Client Growth & 401(k) Match

Wealthbridge-Financial-Group; Bloomington (IN); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Life & disability insurance

Wellness programs

Career growth & training

Job summary

WealthBridge Financial Group in Bloomington, IN seeks a Wealth Management Consultant to engage with clients, understand financial objectives, and provide tailored advice and strategies that align with goals.

You will leverage financial expertise to offer comprehensive solutions including investments, retirement planning, and wealth management strategies. Join a team dedicated to exceptional service and long-term client relationships.

Qualifications

• Bachelor's degree in finance, accounting, or a related field.
• Experience in financial consulting or a similar role is preferred.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills to effectively 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.
• Develop and present wealth management strategies aligned with client goals.
• Leverage advanced financial tools and analytics to assess client needs.
• Collaborate with a network of industry experts to deliver comprehensive solutions.
• Foster long-term client relationships and deliver exceptional service.

Skills

Analytical skills

Communication skills

Client relationship building

Financial consulting experience

Education

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

Job description

WealthBridge Financial Group in Bloomington, IN seeks a Wealth Management Consultant to engage with clients, understand financial objectives, and provide tailored advice and strategies that align with goals.

You will leverage financial expertise to offer comprehensive solutions including investments, retirement planning, and wealth management strategies. Join a team dedicated to exceptional service and long-term client relationships.