Financial Planner

Job overview

The Financial Planner role is onsite in Leawood, KS. Compensation is not specified. WealthBridge Financial Group provides financial consulting and tailored strategies to help clients address their financial objectives. The role engages clients to understand their goals and develop financial strategies, including investment opportunities, retirement planning, and wealth management. By using financial tools and analytics and building client relationships, the planner helps clients make informed financial decisions.

What you'll do

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

What we're looking for

Skills & competencies

financial planner

leawood ks

wealthbridge financial group

financial consulting

client relationships

financial objectives

investment planning

retirement planning

wealth management

financial analysis

bachelor’s degree

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 programs and mental health resources
• career growth opportunities
• 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.