Financial Consultant - Harvey
Employment type
Full-time
Work setting
On-site
Location
Harvey, LA
Schedule
Day shift
Posted
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Job overview
The Financial Consultant is an onsite, full-time role based in Harvey, LA. Compensation is not specified, and this role supports the WealthBridge Financial Group team. This role exists to provide tailored financial advice and strategies to clients. The consultant assesses client needs, develops comprehensive financial plans, and builds long-term relationships to help clients achieve their financial goals.
What you'll do
- Engage with clients
- provide investment and retirement planning advice
- develop financial action plans
- collaborate with industry experts
- maintain client relationships.
What we're looking for
- Skills & competencies
- full-timeday shiftharvey lawealthbridge financial groupfinanceconsultantwealth managementplanningonsiteno on-callweekend required
- Work arrangement
- Weekend coverage required
Benefits & perks
- Medical/dental/vision, 401(k) match, life/disability insurance, wellness programs
Why this role
Access to cutting-edge resources, passionate team
About the employer
WealthBridge Financial Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: fad5c84d-c606-4232-9b70-753bd2b3d1b4