W

WealthBridge Financial Group

Plans wealth and insurance strategies for families

Wealth Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeSt Charles, MO, USA$125k - $175kHybrid

About the Job

Requirements

  • A bachelor's degree in finance, accounting, or a related field is required.
  • Experience in financial consulting or a similar role is preferred.
  • Strong analytical and problem-solving skills are required.
  • The ability to communicate and interact effectively with clients is required.
  • The ability to build and maintain client relationships is required.
  • Financial planning licenses or certifications are a plus.

Responsibilities

  • Engage with clients to understand their financial objectives and provide tailored advice and strategies aligned with their goals.
  • Use financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.
  • Use financial tools and analytics to assess client needs and develop effective action plans.

Desired Qualifications

  • Experience in financial consulting or a similar role is preferred.
  • Licenses or certifications in financial planning are a plus.

About the Company

WealthBridge Financial Group

Plans wealth and insurance strategies for families

WealthBridge Financial Group plans investment, retirement and insurance strategies for individuals, families, business owners and institutions. Its advisers tailor financial plans to each client's goals, time horizon and tolerance for risk, combining portfolio management with estate planning and decisions about protecting and transferring wealth. Business strategies address the financial needs of owners alongside their personal plans for major life changes and retirement. Securities and investment advisory services are offered through Equity Services, Inc., an entity independent of WealthBridge. The firm is headquartered in New York City, New York.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
New York, NY
Founded
Not listed

Recently Posted Jobs

Explore more opportunities at WealthBridge Financial Group

See more jobs