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Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

WealthBridge Financial Group is seeking a results-oriented Investment Advisor Representative 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 Investment Advisor Representative 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<ul><li>Bachelor's degree in finance, accounting, or a related field.</li><li>Experience in financial consulting or a similar role is preferred.</li><li>Strong analytical and problem-solving skills.</li><li>Excellent communication and interpersonal skills to effectively connect with clients.</li><li>Demonstrated ability to build and maintain client relationships.</li><li>Licenses or certifications in financial planning are a plus.</li></ul>Benefits<ul><li>Top-tier health coverage including medical, dental, and vision plans for you and your dependents</li><li>401(k) retirement plan with company match to help you build long-term security</li><li>Life and disability insurance for added peace of mind</li><li>Employee wellness programs and mental health resources</li><li>Career growth opportunities and ongoing training support</li></ul>

WealthBridge Financial Group

Investment Advisor Representative

Accounting

Analysis Skills

Communication Skills

Customer Relations

Customer/Client Research

Dental Insurance

Develop and Maintain Customers

Finance

Financial Analysis

Financial Planning

Health Plan

Interpersonal Skills

Investment Services

Management Strategy

Problem Solving Skills

Psychiatry and Mental Health

Retirement Planning

Service Delivery

Vision Plan

Wealth Management

Workable

Investment Jobs in Youngstown, OH

Investment Jobs in Youngstown, OH

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Investment Jobs in Youngstown, OH

Investment Advisor Representative WealthBridge Financial Group

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