Wealth Planning Advisor
WealthBridge Financial Group
Job Description
Job Description
WealthBridge Financial Group is seeking a results-oriented Wealth Planning Advisor 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 Wealth Planning Advisor 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 Wealth Planning Advisor in Ottawa Hills, OH vacancy
$116k - $216k
...that investment advice is integrated with all aspects of clients' planning and personal goals. This position collaborates and performs as... ...aspirations and further position Key as the client's trusted advisor. Interfaces with other Key Private Bank advisors and team members...SuggestedWork experience placementWork at officeFlexible hours- ...and enthusiastic Remote Travel Agent to join our team. As a Remote Travel Agent, you will be responsible for assisting clients in planning and booking their dream vacations. This is a part‑time, remote/telecommute position, meaning you will have the flexibility to work...SuggestedPart timeRemote workFlexible hours
$63.75k - $106.25k
...have an opportunity to contribute to the company’s success. As a Wealth Advisor in PNC Wealth Management, you will be based in Northwest Ohio.... ...insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance...SuggestedFull timeTemporary workPart timeWork experience placementWork at office$83k - $125k
...assist in the growth of our financial advisory services practice in the mid-west. Examples of the types of projects include financial planning, utility cost of service and fee studies, utility pricing, cost evaluation, and funding engagements. The professional is expected...SuggestedFull timePart time$61k - $119k
...Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...clients achieve their goals through financial planning. On your path to becoming a financial... ...FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Toledo, OH3 days ago- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...Work at officeFlexible hours
Bankers Life
Toledo, OH2 days ago - ...investing our resources in you! Some benefits of working with Harbor include: Medical, dental, and vision coverage Retirement plan with company match Generous paid time off, sick time, and paid holidays Tuition and professional license reimbursement programs...Full timeWork at office
Harbor
Toledo, OH23 hours ago $50k
...people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned,... ...branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Toledo, OH2 days ago$1,000 per month
...connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Toledo, OH3 days ago- Welltower is seeking a Financial Planning & Analysis Analyst to join our FP&A team in Toledo. This role focuses on portfolio and property level analysis, forecasting, and data-driven decision support using Anaplan and Power BI. You'll conduct variance analysis, maintain...
- Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals and families achieve... ...relationships through comprehensive financial planning. Provide retirement planning, investment, and wealth management solutions tailored to client needs. Educate...
$110k - $200k
Croak Capital is a fast-growing wealth management firm in Northwest Ohio. We're focused on bringing in top talent in the early or mid... ...lead sophisticated portfolio strategies, and optimize financial planning processes. Our firm focuses on complex strategies including...Work at office- ...Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training and... ..., Fortune 100 company with over $600 billion in assets. As an Advisor, you will be creating a comprehensive and individualized plan to...Immediate start
$58.44k - $93.5k
...Responsibilities Provide direct personal financial counseling and management services. Assist service members in establishing spending plans for extended absences. Develop and distribute informational financial materials to service members and families. Coordinate,...Contract workTemporary work- ...With**Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century.... ...Ideally, you have 2+ years of experience working as a Financial Advisor.* A proven and successful sales track record.* You have an active...Local areaImmediate startRemote workRelocation
- A leading financial planning firm in Toledo, Ohio is seeking an Advisor to create individualized financial plans for clients and provide ongoing support. You will cultivate client relationships and aid in acquiring new clients while having access to excellent training and...
- Welltower is seeking an FP&A professional to lead portfolio- and property-level analyses, support forecasting, and deliver data-driven insights. You will build and maintain financial models, conduct variance analysis, and partner with operations to drive performance. Travel...
- Become Your Own Boss At Caliver Beach MortgageDo you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you.Run your business remotely on a P&L basis...Remote work
Caliver Beach Mortgage
Toledo, OH2 days ago - ...Offer Industry-leading compensation package Competitive medical, dental, and vision benefits after 60 days Retirement savings plan with company match Paid parental leave and generous paid time off programs On-campus fitness programs and meal delivery...
Erie Home
Toledo, OH23 hours ago $30k - $50k
...employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational...Full timeTemporary workPart timeWork experience placementWork at officePNC
Toledo, OH23 hours ago$14.42 - $24.04 per hour
...Health Savings Account feature), dental and vision options; employee life insurance; 401(k) with PNC match, pension and stock purchase plans; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully...Full timePart timeWork at officeShift workPNC
Toledo, OH1 day ago- Part Time TellerGlass City Federal Credit Union is looking for a friendly, dependable, and detail-oriented individual to join our team as a Part-Time Teller. If you enjoy helping people, have strong cash-handling skills, and thrive in a member-focused environment, we'd...Part time
Glass City Federal Credit Union
Toledo, OH2 days ago $18 - $23.08 per hour
...Road - Toledo, Ohio 43606Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...financial wellness with clients, such as budgeting, saving, and planning for the future, and guide them to appropriate resources or bank...Hourly payPart timeDay shiftKeyCorp
Toledo, OH2 days ago$20.67 - $31.25 per hour
...Personal Banker Location: 4106 Talmadge Road - Toledo, Ohio 43623 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide...Hourly payWork experience placementDay shiftKeyCorp
Toledo, OH1 day ago- Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly...Full timeH1bWork at officeRemote workWork from homeFlexible hours
Huntington
Toledo, OH3 days ago $1,000 per month
...connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Toledo, OH3 days ago- WellTower is seeking an FP&A professional to support budgeting and forecasting at portfolio and property levels. You will conduct variance analyses, build financial models, and collaborate with operating partners to deliver data-driven insights using Anaplan and Power BI...
- Fifth Third Bank, N.A. in Toledo, OH is launching a Retail Personal Banker I onboarding program designed to rotate through operations and Sales & Service, culminating in a certification. Selected candidates will develop consultative selling skills, build customer relationships...
Fifth Third Bank, N.A.
Toledo, OH4 days ago - ...KeyBank in Holland, OH is hiring a Lead Teller to serve as a trusted advisor and problem solver for clients and businesses in our communities. You will lead teller operations, coach staff, and ensure compliance while guiding customers toward financial wellness conversations...
KeyCorp
Holland, OH4 days ago - ...Teller PositionLocation: 3030 Secor Road - Toledo, Ohio 43606Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. As a Teller, you provide excellent client service by welcoming both new and existing clients...Part timeDay shift
KeyCorp
Toledo, OH3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Planning Advisor. Be the first to apply!
