Wealth Strategy Consultant | Client Impact & 401(k) Match

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

Benefits offered by this job

Health coverage

401(k) match

Life insurance

Disability insurance

Wellness programs

Training & growth

Job summary

WealthBridge Financial Group in Vincennes, IN, is seeking a results-oriented Wealth Management Consultant to help clients articulate financial objectives and craft tailored investment, retirement, and wealth strategies.

You will collaborate with a network of industry experts, use advanced analytics to build action plans, and focus on delivering exceptional service to foster long-term client relationships.

Qualifications

• Bachelor's degree in finance, accounting, or related field.
• Experience in financial consulting or similar role preferred.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills to connect with clients.
• Demonstrated ability to build and maintain client relationships.
• Licenses or certifications in financial planning are a plus.

Skills

Financial consulting

Analytical skills

Communication

Relationship building

Licenses/certifications

Education

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

Job description

WealthBridge Financial Group in Vincennes, IN, is seeking a results-oriented Wealth Management Consultant to help clients articulate financial objectives and craft tailored investment, retirement, and wealth strategies.

You will collaborate with a network of industry experts, use advanced analytics to build action plans, and focus on delivering exceptional service to foster long-term client relationships.