Senior Wealth Advisor - Strategic Client Wealth & Planning

WealthBridge Financial Group

Akron, OH

JOB DETAILS
SKILLS
Customer Support/Service, Customer/Client Research, Financial Analysis, Health Plan, Management Strategy, Retirement Planning, Wealth Management
LOCATION
Akron, OH
POSTED
1 day ago

WealthBridge Financial Group is seeking a results-oriented Senior Wealth Advisor to join our team in Akron, Ohio. In this position, you will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions encompassing investment opportunities, retirement planning, and wealth management strategies.The role includes utilizing advanced financial tools to assess client needs, collaborating with industry experts, and accessing cutting-edge resources to enhance client service.Top-tier health coverage, 401(k) retirement plan, and career growth opportunities are part of the benefits offered.#J-18808-Ljbffr

About the Company

W

WealthBridge Financial Group