Experienced Financial Advisor — Independent Platform

Job overview

The Experienced Financial Advisor — Independent Platform role is listed in Bernalillo, NM. Compensation is not specified. WealthBridge Financial Group seeks a financial consultant to advise clients on financial objectives, investment opportunities, retirement planning, and wealth management strategies. The role helps clients make informed financial decisions by assessing their needs, developing tailored action plans, and maintaining long-term client relationships. It also draws on financial tools, analytics, and a network of industry experts to support comprehensive advice.

What you'll do

• Engage clients to understand financial objectives
• provide tailored advice and strategies
• offer investment, retirement planning, and wealth management solutions
• use financial tools and analytics to assess client needs and develop action plans
• build and maintain client relationships
• collaborate with industry experts.

What we're looking for

Skills & competencies

experienced financial advisor

financial consultant

bernalillo nm

wealthbridge financial group

investment planning

retirement planning

wealth management

client relationships

financial analysis

bachelor’s degree

health coverage

401(k) match

ongoing training

Work arrangement

• Weekend coverage required

Benefits & perks

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

Why this role

A bachelor’s degree in finance, accounting, or a related field is requested. 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.