Financial Consultant

Job overview

The Financial Consultant role is an onsite position in Park City, KS; compensation is not specified. The consultant works with clients at WealthBridge Financial Group to understand their financial objectives and develop tailored advice and strategies. The role helps clients make informed financial decisions by assessing their needs and creating action plans involving investment opportunities, retirement planning, and wealth management. Collaboration with industry experts and use of financial tools support comprehensive client service and long-term relationships.

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
• collaborate with industry experts and maintain client relationships.

What we're looking for

Skills & competencies

financial consultant

wealthbridge financial group

park city ks

full-time

financial planning

investment strategies

retirement planning

wealth management

client relationships

financial analysis

health coverage

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 and mental health resources
• career growth opportunities and ongoing training.

About the employer

WealthBridge Financial Group is hiring for this role. Industry: Unclassified (placeholder). Sector: 99.