Wealth Strategy Consultant: Client-Focused Growth

WealthBridge Financial Group; BLOOMINGTON (MN); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) plan with company match

Life and disability insurance

Employee wellness programs

Job summary

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

You will leverage expertise to offer comprehensive solutions, including investments and wealth management, while collaborating with a network of experts and resources to empower informed decisions.

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 their financial objectives and provide tailored advice.
• Offer strategies covering investments, retirement planning, and wealth management.
• Utilize financial tools and analytics to assess needs and develop action plans.
• Collaborate with a network of experts and resources to serve clients effectively.

Skills

Analytical skills

Problem solving

Communication skills

Interpersonal skills

Client relationship building

Education

Bachelor's degree in finance or accounting

Job description

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

You will leverage expertise to offer comprehensive solutions, including investments and wealth management, while collaborating with a network of experts and resources to empower informed decisions.