Estate & Wealth Planning Specialist
Full-time
WealthBridge Financial Group
WealthBridge Financial Group is seeking a results-oriented Estate & Wealth Planning Specialist 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 Estate & Wealth Planning Specialist 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.
- Demonstrated 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
Vacancy posted a month ago
Similar jobs that could be interesting for youBased on the Estate & Wealth Planning Specialist in Hudson, OH vacancy
- ...Job Description Job Description WealthBridge Financial Group is seeking a results-oriented Estate & Wealth Planning Specialist to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice...Suggested
- ...(RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose... ...and resources related to retirement, education, insurance, estate, business succession, philanthropic, and other financial...SuggestedWork at office
Sequoia Financial Group
Fairlawn, OH1 day ago - Arhaus, LLC. in Hudson, Ohio is seeking a Wave Planning Coordinator to execute WMS processes efficiently according to the delivery schedule. The role involves optimizing transportation expenses by maximizing route capacity and ensuring on-time order delivery. Ideal candidates...Suggested
- ...employees and our benefits package is just one way we support you. Rockwell provides options for medical, dental and vision insurance, 401K plan including company match, generous vacation allowances, and many more options available. To learn more about our Benefits Package,...SuggestedContract workVisa sponsorshipWork visa
Rockwell Automation
Twinsburg, OH3 days ago $65k - $100k
...scheduling and participate in its upgrade in summer 2026. Responsibilities Act as the primary integrator for Sales & Operations Planning (S&OP) activities, contributing to material procurement timing, order release timing requirements, available capacity, and lead...SuggestedWeekly payPermanent employmentTemporary workSummer workWork at officeLocal areaMonday to FridayShift workDay shiftAerotek
Twinsburg, OH4 days ago- LVD Company nv is seeking a Purchasing Agent Planner to ensure seamless operations at our North American facility in New York. You will manage the sourcing process, negotiate purchases, and align procurement with departmental needs. The ideal candidate has 5-7 years of ...
- ...(RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose... ...as the primary client relationship manager and support specialist. Responsibilities Manage the day-to-day aspects...Work at officeRemote work
Sequoia Financial Group
Fairlawn, OH13 hours ago - 791 Crane Nuclear PFT Corp in Twinsburg, Ohio, is looking for a Contracts Manager to oversee the entire contract lifecycle from initiation to close-out. This role requires a minimum of 8 years of relevant experience and expertise in U.S. Government contracting. The ideal...Contract work
- FALL CREEK FARM & NURSERY in Twinsburg, Ohio is hiring a Safety Specialist to support safety practices and mentor team members. You will handle training, contribute to safety investigations, and assist with audits. The ideal candidate has 3+ years in safety leadership,...
- Description We are currently looking to add a Work Planner to our team! If you are an energetic professional who enjoys working outdoors, values the freedom of working independently, enjoys a fast-paced environment and the challenges of a rewarding profession, consider...Weekly payFull timeTemporary workFor contractorsWork at officeRemote work
ArborMetrics Solutions, LLC
Kent, OH2 days ago - ...satisfaction of building parts that truly make a difference. Position Summary The Planner will assist with the planning, scheduling and monitoring the movement of material through the production cycle. The Planner coordinates the movement of...Permanent employmentFor contractors
Parker Hannifin Corporation
Ravenna, OH6 days ago - PartsSource Inc. in Hudson, Ohio is looking for a Manager, Demand Generation to lead field events and webinars. This role requires 3-4 years of experience in B2B marketing with a proven track record in event execution. You will manage the event calendar and work cross-functionally...
- ...exciting role, you’ll introduce plan participants to the breadth... ...across a wide spectrum of wealth management needs, including being... ...family wealth planning, and estate planning. Strong candidates... ...leverage our team of Schwab specialists, Schwab advice guidelines, your...Work experience placementWork at office
- ...Assist Central Material Analyst and Master Schedulers in problem-solving and executing appropriate countermeasures for deviations from planned inventory levels (MIN / MAX stocking violations).Working with the Central Material Analysts to review inventory planning parameters...Temporary workVisa sponsorshipWork visaFlexible hours
- ...is seeking an entrepreneurial minded CPA certified Accountant in Aurora, Ohio. This role involves acting as a liaison between the wealth management firm and clients, offering concierge tax filing services, and ensuring compliance with tax regulations. Candidates must...
- ...Assist with ECN (Engineering Change Notice) processing with the Planner. * Perform ERP data cleanup and accuracy checks. * Support planning/scheduling activities and eventually take on MRP planning projects. Required Skills & Experience * Experience in production...Work at officeLocal areaRemote workShift work
Vaco
Valley View, OH7 days ago - ...disciplined follow-up and pipeline creation. What You’ll Do Field Event & Webinar Strategy (Marketing - Demand Generation: Campaign Planning & Execution) Own the field event and webinar calendar aligned to GTM priorities, ICPs, and pipeline targets Build quarterly...
$130k - $160k
LMI Government Consulting is seeking a full-time position supporting USAF logistics digital transformation at Wright-Patterson AFB, Ohio. The ideal candidate must have a Bachelor's degree and at least 20 years of experience in Product Support management in the Department...Full time- ...experienced Town Planner looking for your next challenge? We have an exceptional opportunity for you to join a dynamic and highly respected planning consultancy based in Kent. Position: Town Planner Location: Kent Salary: Competitive, depending on experience About the Role: This...Local area
- ...Advisor. This role leads the development of thought leadership related to Workplace Services and engages with senior executives at plan sponsors. The ideal candidate will have extensive experience in investment management and a proven ability to influence industry discourse...
- American Road Group is looking for a Social Media & Events Coordinator for Rock N Roll City Harley-Davidson and Hall of Fame Harley-Davidson. This full-time role requires an energetic and outgoing individual who can work weekends and evenings, ensuring successful execution...Full timeWeekend workAfternoon shift
- Max-Trac Tire Co., Inc. is seeking a Managing Director to lead the Mickey Thompson organization. This role involves strategy development, team leadership, and operational efficiency to achieve financial goals in performance and motorsports sectors. Applicants should have...
- Midwest Eye Consultants is seeking a Physician Network Liaison responsible for fostering relationships between physician practices and our medical team. The Liaison will engage physicians and promote awareness of the services offered. This role requires a Bachelor's degree...
$18 - $20 per hour
...merchandise and parts. Paid time off + Holidays. Health Benefits offered including Medical, Dental, and Vision. 401k Retirement Plan Major Duties and Responsibilities On-site execution of dealership events for both locations Vendor Communication ROI/Expense Tracking...Hourly payFull timeFlexible hoursWeekend workAfternoon shift- A defense consulting firm is seeking a Military Aircraft Facilities Engineering Analyst to manage complex projects for military air bases, focusing on the development and optimization of airfield facilities. The ideal candidate will have extensive experience in facility...
- Banquet Captain page is loaded## Banquet Captainlocations: Signature of Solon Country Club - Solon, OHtime type: Part timeposted on: Posted Todayjob requisition id: R14761**Club Location:**Signature of Solon Country Club - Solon, OHArcis Golf team members thrive on anticipating...Local areaFlexible hoursShift workNight shift
- Legends Hospitality, LLC is seeking a Technical Support professional based in Cuyahoga Falls, Ohio. The ideal candidate will provide event day setup and support for point-of-sale systems, deliver desktop support, and ensure operational functionality during events. Must ...Flexible hours
- ...specializes in delivering solutions for legendary brands. We approach each project with our 360‑degree service solution. Our Global Planning, Global Sales, and Hospitality service solutions collaborate on every project to ensure success across each of our six verticals...Work experience placementWork at officeImmediate startFlexible hoursNight shift
- Arcis Golf in Solon, OH is looking for a Banquet Captain responsible for executing events with seamless service and high guest satisfaction. This role entails leading banquet staff, coordinating with the kitchen, and ensuring all event details are executed accurately. The...Flexible hoursNight shift
- Canvas II, LLC. in Bath Township, Ohio, is seeking a strategic leader to enhance operational excellence and support national defense initiatives. The successful candidate will work closely with senior leadership to drive innovative programs, streamline processes, and deliver...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Estate & Wealth Planning Specialist. Be the first to apply!
