Financial Advisor – Kentucky (Career Changer / New to Industry)

Job overview

The Financial Advisor – Kentucky (Career Changer / New to Industry) role is listed onsite in Covington, KY. Compensation is not specified. WealthBridge Financial Group supports clients in pursuing financial success through tailored financial guidance. The role helps clients understand their financial objectives and develop strategies for investments, retirement planning, and wealth management. It contributes by helping clients make informed decisions and build long-term financial relationships.

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 client needs and develop action plans.

What we're looking for

Skills & competencies

financial advisor

financial consultant

client advisory

investment planning

retirement planning

wealth management

financial analysis

client relationships

covington ky

wealthbridge financial group

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

The posting welcomes career changers and people new to the industry; 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.