Wealth Strategy Advisor - Client Growth & Planning

Wealthbridge-Financial-Group; Richmond (IN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life and disability insurance

Wellness programs

Career growth and training

Job summary

WealthBridge Financial Group seeks a results-oriented Wealth Management Consultant to engage clients, understand their financial objectives, and provide tailored advice and strategies aligned with their goals.

You will leverage financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies, while collaborating with industry experts to serve clients effectively.

Qualifications

• Strong analytical and problem-solving abilities demonstrated in client-focused settings.
• Excellent communication and interpersonal skills to connect with clients.
• Experience building and maintaining client relationships in financial services.

Responsibilities

• Engage with clients to understand financial objectives and tailor advice.
• Prepare and present wealth management strategies aligned with goals.
• Collaborate with a network of experts to deliver comprehensive solutions.
• Utilize financial tools to analyze client needs and form action plans.

Skills

Analytical thinking

Problem solving

Communication skills

Relationship building

Client needs assessment

Education

Bachelor's degree in finance or accounting

Job description

WealthBridge Financial Group seeks a results-oriented Wealth Management Consultant to engage clients, understand their financial objectives, and provide tailored advice and strategies aligned with their goals.

You will leverage financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies, while collaborating with industry experts to serve clients effectively.