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Full timeFinance

Financial Consultant

WealthBridge Financial GroupDe Pere, Wisconsin🇺🇸United StatesPosted Oct 25, 2026

Why this role stands out

Accelerate your career at WealthBridge Financial Group, where you will leverage cutting-edge resources and a collaborative team environment to deliver high-impact financial strategies. This hybrid role is perfect for a results-driven professional who thrives on building meaningful client relationships and values comprehensive benefits that support long-term personal and professional growth. Apply today to take the next step in your financial consulting journey.

Quick overview

SeniorityMid Senior
Employment typeFull Time
Work modeHybrid
LocationDe Pere, Wisconsin, United States

Job description

Job Description Job Description

Financial Consultant WealthBridge

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.
  • 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

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