wealthbridge-financial-group Verified 6d ago
Financial Advisor - Learn & Lead in Advanced Strategies for HNW Clients
Lawrence, Kansas, United StatesAll locationsLawrence, Kansas, United StatesBaldwin City, Kansas, United StatesBasehor, Kansas, United StatesDe Soto, Kansas, United StatesEudora, Kansas, United StatesTonganoxie, Kansas, United States On-site
Salary not listedPaySalary not listed
TypeFull-time
Work settingOn-site
Verified listing
JobFig found this opening at its original source and checks that it remains available.
About the role
As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans.
What you'll bring
- Bachelor's degree in finance, accounting, or a related field.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills to effectively connect with clients.
- Demonstrated ability to build and maintain client relationships.
- Experience in financial consulting or a similar role is preferred.
- Licenses or certifications in financial planning are a plus.
Benefits
401(k)Disability InsuranceRetirement Plan
Locations
Lawrence, KansasBaldwin City, KansasBasehor, KansasDe Soto, KansasEudora, KansasTonganoxie, Kansas