Wealth Strategy Consultant — Drive Client Growth & Planning

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

Benefits offered by this job

Top-tier health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a Wealth Management Consultant to help clients articulate financial objectives and deliver tailored guidance across investments, retirement planning, and wealth strategies.

You will use advanced tools and analytics to assess client needs, develop action plans, and collaborate with industry experts to deliver comprehensive solutions and exceptional service.

Qualifications

• Bachelor's degree in finance, accounting, or a 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/certifications in financial planning are a plus.

Responsibilities

• Engage with clients to understand their financial objectives and provide tailored advice.
• Leverage financial expertise to offer comprehensive wealth management solutions.
• Use analytics to assess client needs and develop action plans.
• Collaborate with a network of experts to enhance client servicing.

Skills

Analytical skills

Problem-solving

Communication

Interpersonal skills

Client relationships

Education

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

Job description

WealthBridge Financial Group is seeking a Wealth Management Consultant to help clients articulate financial objectives and deliver tailored guidance across investments, retirement planning, and wealth strategies.

You will use advanced tools and analytics to assess client needs, develop action plans, and collaborate with industry experts to deliver comprehensive solutions and exceptional service.