Financial Planner

Job overview

The Financial Planner role is an onsite, full-time position in Lenexa, KS; compensation is not specified. WealthBridge Financial Group seeks to help clients make informed financial decisions through tailored advice and strategies. The role engages clients to understand their financial objectives and develops action plans involving investment opportunities, retirement planning, and wealth management. It contributes to client financial decision-making and long-term relationships through analysis, communication, and personalized recommendations.

What you'll do

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

What we're looking for

Skills & competencies

financial planner

financial consultant

financial planning

investment strategies

retirement planning

wealth management

client relationships

lenexa ks

wealthbridge financial group

full-time

Work arrangement

• Weekend coverage required

Benefits & perks

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

Why this role

A bachelor’s degree in finance, accounting, or a related field is required. Experience in financial consulting or a similar role is preferred; financial planning licenses or certifications are a plus.

About the employer

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