Financial Consultant

Job overview

The Financial Consultant role is listed onsite in Covington, KY. Compensation is not specified. WealthBridge Financial Group seeks a consultant to help clients understand financial objectives and develop tailored strategies. The consultant assesses client needs and provides guidance on investments, retirement planning, and wealth management. The role contributes to informed financial decisions and long-term client relationships through analysis, planning, and personalized service.

What you'll do

• Engage clients to understand financial objectives
• assess needs using financial tools and analytics
• develop action plans and tailored strategies
• provide solutions involving investment opportunities, retirement planning, and wealth management
• collaborate with industry experts.

What we're looking for

Skills & competencies

wealthbridge financial group

financial consultant

financial advisor

client advisory

investment planning

retirement planning

wealth management

financial analysis

covington ky

client relationships

bachelor’s degree

401(k) match

Work arrangement

• Weekend coverage required

Benefits & perks

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

Why this role

Bachelor’s degree in finance, accounting, or a related field required; 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.