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Senior Wealth Advisor — Drive Client Wealth & Planning
Job in
Richmond, Madison County, Kentucky, 40476, USA
Listed on 2026-07-09
Listing for:
WealthBridge Financial Group
Full Time
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Wealth Bridge Financial Group in the Town of Poland, NY, is seeking a results-oriented Senior Wealth Advisor to provide clients with tailored financial advice to achieve their objectives. In this role, you’ll engage with clients, leveraging your financial expertise to offer solutions including investment opportunities and retirement planning.
This position emphasizes client relationship management, requiring strong analytical, communication, and interpersonal skills. Join us to be part of a dedicated team focused on delivering exceptional service and fostering long-term relationships.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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