Financial Consultant: Wealth & Retirement Planner

Posted 13 days ago

wealthbridge financial groupKansas City (MO)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

WealthBridge Financial Group is seeking a results-oriented Financial Consultant in Kansas City to engage clients and provide tailored financial strategies. You'll leverage financial expertise to offer investment opportunities, retirement planning, and wealth management solutions. The role involves utilizing advanced financial tools for assessments and developing effective action plans, all while fostering long-term client relationships. Comprehensive benefits include top-tier health coverage and a 401(k) retirement plan. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.