wealth management consultant

Wealthbridge Financial Group

<div>WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.
As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you. 
Requirements 
<ul><li>
Bachelor's degree in finance, accounting, or a related field.</li><li>
Experience in financial consulting or a similar role is preferred.</li><li>
Strong analytical and problem-solving skills.</li><li>
Excellent communication and interpersonal skills to effectively connect with clients.</li><li>
Demonstrated ability to build and maintain client relationships.</li><li>
Licenses or certifications in financial planning are a plus.</li></ul> 

Benefits 
<ul><li>
Top-tier health coverage including medical, dental, and vision plans for you and your dependents</li><li>
401(k) retirement plan with company match to help you build long-term security</li><li>
Life and disability insurance for added peace of mind</li><li>
Employee wellness programs and mental health resources</li><li>
Career growth opportunities and ongoing training support</li></ul></div>

Financial Consultant - Learn & Lead in Advanced Strategies for HNW Cleints

Commonwealth Financial Group

Role SummaryThe Wealth Consultant plays a key role in managing and supporting client relationships, working alongside advisors to design and implement investment strategies. This individual helps guide clients through financial decisions, ensuring recommendations are clearly understood and effectively executed while contributing to the growth of wealth management relationships.This position will be hybrid/in office in Boston, MA so candidates must be able to commute into Boston, MA.Key Responsibilities<ul><li>Partner with advisors on case design, portfolio construction, product recommendations, and joint work engagement</li><li>Participate in client meetings to present and explain wealth management strategies and solutions</li><li>Develop and deliver investment proposals across managed accounts, alternatives, insurance solutions and annuity solutions</li><li>Support ongoing client relationships within the advisory team</li><li>Identify opportunities to deepen client engagement and drive implementation</li></ul>Qualifications<ul><li>Bachelor's degree preferred</li><li>3+ years of experience in wealth management or financial services</li><li>Series 7 and 66 (or equivalent) required</li><li>Experience discussing investment solutions with clients and/or advisors</li><li>Strong understanding of asset allocation, portfolio construction, and investment products</li><li>Familiarity with application of annuity products within an overall a portfolio</li><li>Excellent communication and relationship-building skills</li></ul>What Success Looks Like<ul><li>Trusted partner to advisors and clients</li><li>Drives engagement and implementation of investment solutions</li><li>Delivers clear, confident, and consistent recommendations</li></ul>Equal employment opportunity Commonwealth Financial Group is an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.Hiring Alert Commonwealth Financial Group will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process.If you are contacted by anyone asking for information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy.Job Type: Full-timePay: $80,000.00 - $100,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Employee assistance program</li><li>Flexible spending account</li><li>Health insurance</li><li>Health savings account</li><li>Paid time off</li><li>Parental leave</li><li>Professional development assistance</li><li>Referral program</li><li>Tuition reimbursement</li><li>Vision insurance</li></ul>Work Location: Hybrid remote in Boston, MA 02210

Wealth Consultant

Financial Consultant - Learn & Lead in Advanced Strategies for HNW Clients

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10000 wealth management consultant jobs Near Me

Financial Consultant - Learn & Lead in Advanced Strategies for HNW Cleints

Wealth Consultant

Financial Consultant - Learn & Lead in Advanced Strategies for HNW Clients

Financial Consultant - Learn & Lead in Advanced Strategies for HNW Clients

Financial Consultant - Learn & Lead in Advanced Strategies for HNW Clients

Financial Consultant - Learn & Lead in Advanced Strategies for HNW Clients

Financial Consultant - Learn & Lead in Advanced Strategies for HNW Cleints