Strategic Estate & Wealth Planner
Job in
Gates Mills, Cuyahoga County, Ohio, 44040, USA
Listed on 2026-04-28
Listing for:
WealthBridge Financial Group
Full Time
position Listed on 2026-04-28
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
Wealth Bridge Financial Group in Gates Mills, Ohio is seeking an Estate & Wealth Planning Specialist to engage with clients and provide tailored financial advice. You will leverage your expertise in investment opportunities, retirement planning, and wealth management. The role requires a Bachelor's degree in finance or a related field and strong analytical, problem-solving, and interpersonal skills. Competitive benefits include top-tier health coverage, a 401(k) plan, and career growth opportunities.
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