- Company: Wealth Bridge Financial Group
- Location: Cleveland
- Salary: $125,000–$185,000/yr
Wealth Bridge Financial Group — company details are preparing and update automatically in a few seconds (or refresh).
Join WealthBridge Financial Group as a Certified Financial Planner in Cleveland, where you'll guide clients in building and protecting their wealth through personalized financial strategies and expert planning.
About the Role
This full-time position offers the opportunity to work directly with clients, developing deep advisory relationships while delivering comprehensive financial planning services. You'll assess each client's unique financial situation, design tailored solutions, and provide ongoing guidance to help them reach their goals and navigate changing market conditions.
What You'll Do
- Conduct in-depth financial consultations to understand client objectives, timelines, risk tolerance, and current financial standing
- Develop comprehensive financial plans addressing investment strategy, retirement readiness, tax efficiency, and estate planning
- Recommend and implement investment solutions aligned with client goals and market opportunities
- Monitor portfolio performance and client circumstances, adjusting strategies as needed to keep plans on track
- Build lasting client relationships through regular review meetings and proactive communication
- Maintain detailed records and compliance documentation of all client interactions and recommendations
What We're Looking For
- Active Certified Financial Planner (CFP) credential
- Demonstrated experience in financial planning, investment advisory, or wealth management
- Strong foundation in retirement planning, investment products, tax strategy, and estate planning
- Ability to translate complex financial information into clear, actionable advice
- Excellent interpersonal skills and commitment to client service excellence
- Organized approach to managing client relationships and regulatory compliance requirements
About WealthBridge Financial Group
WealthBridge Financial Group provides comprehensive financial planning and wealth management services to individuals and families throughout the Cleveland area, helping clients make informed financial decisions and work toward their long-term objectives.
How 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.
You’ll finish your application on the employer’s website. We don’t ask for a resume on this page.
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Listing facts
- Role Certified Financial Planner
- Employer Wealth Bridge Financial Group
- Location Cleveland
- Type Full Time
- Pay (from listing) $125,000–$185,000/yr
- Posted June 15, 2026
- Apply by 2026-08-01
- Country context US
- Overview Full original description on this page (284 words; rewritten for clarity, not a teaser paste)
Facts above come from this job record on Get A Job.AI — not copied from third-party review sites.
Typical work in Certified Financial Planner
Independent occupational context from O*NET (U.S. public-domain labor data). This is about the occupation, not a rewrite of this employer's posting.
- Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Answer clients' questions about the purposes and details of financial plans and strategies.
- Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
- Manage client portfolios, keeping client plans up-to-date.
- Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
Employer website
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Occupation family: Certified Financial Planner
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