Strategic Financial Planner & Client Growth Advisor

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 engage with clients and provide tailored financial advice and strategies. The role involves assessing client needs using advanced financial tools, offering investment opportunities, retirement planning, and wealth management strategies. Ideal candidates will have a bachelor's degree in finance or related field, strong analytical and communication skills, and experience in financial consulting. Join a passionate team dedicated to exceptional service and long-term client relationships. #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.