Wealth Strategy Advisor -Level Clients
Job in
New Haven, Allen County, Indiana, 46774, USA
Listed on 2026-06-26
Listing for:
WealthBridge Financial Group
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Advisor / Consultant, Wealth Management, Financial Services
Job Description & How to Apply Below
Location: New Haven
Wealth Bridge Financial Group is looking for a results-oriented Private Wealth Advisor in New Haven, Indiana, to engage with clients on their financial objectives. In this role, you will provide tailored advice and comprehensive solutions, including investment opportunities and wealth management strategies. You're expected to have a Bachelor's degree in finance or related field, alongside strong analytical and interpersonal skills.
The position offers top-tier health benefits, a 401(k) plan with company match, and career growth opportunities.
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