WealthBridge Financial Group

Career-Transition Partnership - For Advisors Approaching Reduced Production

Lexington, Kentucky, United StatesHybridFull time

Salary not posted. The employer did not include pay in this listing. Ask for the range in your first conversation; it is a fair question.

Posted 5 days ago · listed on Workable

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Should you apply?

Company website ↗About 63 employees

Open: 5 days; Fresh. First-week applicants get read first.
Typical fill time here: 7 days; They fill about 100% of what they post. Recent public postings, so this is a real pace, not a guess.
Open roles at this company: 96; Hiring in volume. Recruiters are busy, so a tailored resume that matches the posting's words gets through the screen.
Salary: Not posted; No range in the posting. Ask early. It is a fair question and it saves everyone time.

Days open comes from the posting date. Fill time and reposting rate come from this company's recent public postings, last refreshed May 20.

The job, broken down

This is a Financial Consultant role where you'll advise clients on investments, retirement, and wealth strategies. Despite the job title mentioning a 'career-transition partnership for advisors approaching reduced production,' the actual posting text describes a standard consulting role with no details on that specific transition program.

What you'd actually do

Meet with clients to discuss financial goals
Build investment, retirement, and wealth management plans
Use financial tools and analytics to assess client needs
Work with a network of other advisors and resources
Maintain and grow long-term client relationships

Must-haves

Bachelor's degree in finance, accounting, or related field
Strong analytical and problem-solving skills
Strong communication and interpersonal skills
Ability to build and maintain client relationships

Nice to have

Prior experience in financial consulting or similar role
Financial planning licenses or certifications (e.g., CFP)

Read before you apply

Job title references a 'career-transition partnership for advisors approaching reduced production' but the body text never explains what that program is or how it works
No pay, commission structure, or compensation model listed, which matters a lot in a financial advisor role that could be salary, commission, or a book-of-business buyout
Duties are described in generic corporate language ('results-oriented,' 'cutting-edge resources') without specifics on client volume, quotas, or what 'reduced production' actually means for the hire
Unclear whether this is a full-time employee role or a contractor/commission-only arrangement, which is common in financial advisory postings like this

Written from the posting text only. Check the full description below before you decide.

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Steps to get this job

1Before applying, email or call WealthBridge to ask directly what the 'career-transition partnership' program involves and whether it's about acquiring a retiring advisor's book of business, since the posting text doesn't explain it
2Ask specifically about compensation structure (salary vs. commission vs. buyout terms) since none is listed
3If you hold a Series 7, Series 65, CFP, or similar license, lead with that in your first line of contact since the posting says licenses are 'a plus'
4In your outreach, mirror their phrase 'results-oriented' and give one concrete number (e.g., AUM managed, retention rate, or client growth you drove) to match their language

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About the role

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

Bachelor's degree in finance, accounting, or a related field.
Experience in financial consulting or a similar role is preferred.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal skills to effectively connect with clients.
Deomonstrated ability to build and maintain client relationships.
Licenses or certifications in financial planning are a plus.

Benefits

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

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