Financial Consultant

Join WealthBridge Financial Group as a Financial Consultant in Waukee, Dallas County, where you'll help clients achieve their financial goals through expert guidance and strategic planning in this full-time position.

Position Summary

We're looking for a dedicated professional to work directly with our clients, analyzing their financial situations and creating customized strategies that support their long-term objectives. As a Financial Consultant with WealthBridge Financial Group, you'll be the trusted advisor who translates complex financial concepts into actionable plans, building lasting client relationships while advancing our mission of delivering comprehensive wealth management services across the Dallas County area.

Your Responsibilities

• Meet with clients to discuss their financial circumstances, objectives, and risk tolerance
• Develop personalized financial strategies and recommendations tailored to individual client needs
• Provide guidance on investment options, retirement planning, and wealth-building strategies
• Maintain detailed client records and follow up on recommendations and progress
• Stay current with financial products, market trends, and regulatory requirements
• Build and nurture client relationships to ensure ongoing satisfaction and referral opportunities

Qualifications

• Bachelor's degree in finance, business, economics, or a related field
• Proven experience in financial advisory, client services, or a related financial services role
• Strong knowledge of investment products, retirement accounts, and financial planning principles
• Excellent communication and interpersonal skills with a client-first mindset
• Ability to explain complex financial concepts in clear, accessible terms
• Demonstrated ability to manage multiple client relationships and priorities
• Relevant securities licenses (Series 7, Series 65, or equivalent) preferred or willingness to obtain

More About WealthBridge Financial Group

WealthBridge Financial Group delivers comprehensive financial advisory services to individuals and families throughout the Waukee and Dallas County region. We're committed to helping our clients navigate their financial futures with confidence through personalized, professional guidance and a genuine commitment to our clients' success.

Ready to Apply?

To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.