Wealth Advisor: Investment & Retirement Planning

Posted today

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 to join our team in Kansas City, MO. You will engage with clients to understand their financial objectives and provide tailored advice and strategies. Your role will empower clients to make informed financial decisions while leveraging advanced tools and resources. Join a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Experience in financial consulting and strong communication skills are essential for this role. #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.