Wealth Strategy Advisor: Retirement & Investments

WealthBridge Financial Group; Jenks (OK); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Training and career growth

Job summary

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

You will leverage your financial expertise to offer comprehensive solutions, including investments, retirement planning, and wealth management strategies. Join WealthBridge and be part of a passionate team dedicated to delivering exceptional service and

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.
• Licenses or certifications in financial planning are a plus.

Responsibilities

• Engage with clients to understand financial objectives and tailor advice.
• Provide strategies including investments, retirement planning, and wealth management.
• Use financial tools and analytics to assess client needs and develop action plans.
• Collaborate with a network of industry experts and resources to serve clients effectively.

Skills

Analytical thinking

Communication

Interpersonal skills

Client relationships

Education

Bachelor's degree in finance or related field

Licenses or certifications in financial planning (plus)

Job description

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

You will leverage your financial expertise to offer comprehensive solutions, including investments, retirement planning, and wealth management strategies. Join WealthBridge and be part of a passionate team dedicated to delivering exceptional service and