Wealth Strategy Consultant - Elevate Client Wealth

WealthBridge Financial Group; Elkhart (IN); On-site; USD 75,000 - 115,000; Full time

Benefits offered by this job

Health coverage

401(k) employer match

Life and disability insurance

Wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group in Indiana is seeking a results-oriented Wealth Management Consultant to engage with clients, understand their financial objectives, and provide tailored advice across investments, retirement planning, and wealth management.

You'll leverage advanced financial tools and collaborate with a network of industry experts to develop effective action plans and help clients achieve long-term financial success.

Qualifications

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

Responsibilities

• Engage with clients to understand financial objectives and provide tailored advice across investments, retirement planning, and wealth management strategies
• Assess client needs using advanced financial tools and analytics to develop effective action plans
• Collaborate with a network of industry experts to deliver comprehensive wealth management solutions

Skills

Analytical thinking

Problem solving

Communication

Interpersonal skills

Client relationship building

Education

Bachelor's degree in finance or related field

Job description

WealthBridge Financial Group in Indiana is seeking a results-oriented Wealth Management Consultant to engage with clients, understand their financial objectives, and provide tailored advice across investments, retirement planning, and wealth management.

You'll leverage advanced financial tools and collaborate with a network of industry experts to develop effective action plans and help clients achieve long-term financial success.