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Senior Financial Advisor: Wealth & Planning

Job in Crown Point, Lake County, Indiana, 46307, USA
Listing for: WealthBridge Financial Group
Full Time position
Listed on 2026-06-18
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Financial Services, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Senior Financial Advisor: Wealth Growth & Planning

Wealth Bridge Financial Group is looking for an Experienced Financial Advisor to join their team in Crown Point, Indiana. In this role, you will engage with clients to understand their financial objectives and offer tailored advice, including investment opportunities and retirement planning.

Candidates should have a Bachelor’s degree in finance, experience in financial consulting, and strong skills in client relationship management. Benefits include top-tier health coverage and a 401(k) plan with a company match.

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Position Requirements
10+ Years work experience
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