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Financial Consultant Financial Advisor

Strategic Estate & Wealth Planner

Job in Madeira, Hamilton County, Ohio, USA
Listing for: WealthBridge Financial Group
Full Time position
Listed on 2026-05-09
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Wealth Bridge Financial Group is looking for an Estate & Wealth Planning Specialist in Madeira, Ohio. The ideal candidate will engage with clients to understand their financial objectives, leveraging financial expertise to provide tailored advice. Responsibilities include utilizing financial tools, developing action plans, and collaborating with industry experts. A Bachelor's degree in finance or related field, alongside strong analytical and interpersonal skills, is required.

Comprehensive health benefits and a 401(k) plan with company match are provided.
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