Comprehensive Wealth Advisor

Job overview

The Comprehensive Wealth Advisor role is onsite in Bowling Green, OH. Compensation is not specified. WealthBridge Financial Group’s advisor team helps clients make informed financial decisions and pursue their financial objectives.

What you'll do

• Engage clients to understand financial objectives
• provide tailored advice and strategies
• offer investment opportunities, retirement planning, and wealth-management strategies
• use financial tools and analytics to assess needs and develop action plans
• collaborate with industry experts and use available resources to serve clients.

What we're looking for

Skills & competencies

comprehensive wealth advisor

financial planning

wealth management

investment strategies

retirement planning

client relationships

financial analysis

bowling green oh

wealthbridge financial group

bachelor’s degree

career growth

ongoing training

Work arrangement

• Weekend coverage required

Benefits & perks

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

Why this role

The posting describes comprehensive advice spanning investments, retirement planning, and wealth management, with access to financial tools, analytics, and a network of industry experts.

About the employer

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