Financial Professional, WealthBridge

Job overview

The Financial Professional, WealthBridge role is onsite in Goodland, KS. Compensation is not specified. WealthBridge Financial Group describes the role as helping clients make informed financial decisions and build long-term client relationships. The professional works with clients to understand financial objectives and develop tailored strategies. The role uses financial tools and analytics to assess needs and create action plans covering investment opportunities, retirement planning, and wealth management.

What you'll do

• Engage clients to understand financial objectives
• provide tailored advice and strategies
• offer investment, retirement-planning, and wealth-management solutions
• use financial tools and analytics to assess client needs and develop action plans
• build and maintain client relationships.

What we're looking for

Skills & competencies

full-time

financial professional

financial consulting

investment planning

retirement planning

wealth management

client relationships

goodland ks

wealthbridge financial group

bachelor’s degree

401(k) match

health coverage

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, and vision plans for employees and dependents
• 401(k) with company match
• life and disability insurance
• wellness programs and mental health resources
• career growth and ongoing training.

Why this role

A bachelor’s degree in finance, accounting, or a related field is required. Financial consulting experience is preferred; financial-planning licenses or certifications are a plus. Benefits include health coverage, 401(k) match, insurance, wellness resources, and training.

About the employer

WealthBridge Financial Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.