WealthBridge Financial Group

Career-Transition Partnership - For Advisors Approaching Reduced Production

Louisville, 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

WealthBridge Financial Group wants a Financial Consultant to meet with clients, assess their financial goals, and recommend investment, retirement, and wealth management strategies. The posting title mentions a 'career transition' program for advisors nearing reduced production, but the body text doesn't explain what that program actually involves.

What you'd actually do

Meet with clients to discuss financial goals
Assess client needs using financial tools and analytics
Develop and present investment, retirement, and wealth management plans
Build and maintain long-term client relationships
Coordinate with a network of industry experts and internal resources

Must-haves

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

Nice to have

Prior experience in financial consulting or a similar role
Financial planning licenses or certifications

Read before you apply

Job title references a 'career-transition partnership for advisors approaching reduced production' but the body text never explains this program, so it's unclear if this is actually a transition/exit arrangement or a standard advisor job
No pay, commission structure, or compensation details given, which matters a lot in a financial consulting role that may be commission-based
Duties are described in generic terms ('comprehensive solutions,' 'cutting-edge resources') without specifics on book of business, lead generation, or quota expectations

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, ask WealthBridge directly what the 'career-transition partnership' means in practice, since the title suggests a specific program for advisors winding down production but the description doesn't match that
2In your application, mirror their listed skills directly: lead with examples of how you've 'built and maintained client relationships' and used 'analytical and problem-solving skills' in past roles
3If you hold any financial planning certifications (CFP, ChFC, etc.), put them at the top of your resume since the posting flags them as a plus
4Ask about compensation structure (salary vs. commission vs. book transfer terms) early in the process, since none of that is in the posting and it changes the nature of the offer significantly

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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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