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Financial Advisor Financial Consultant Financial Services Wealth Management

Private Wealth Advisor: Build Lasting Client Wealth

Job in Toledo, Lucas County, Ohio, 43614, USA
Listing for: WealthBridge Financial Group
Full Time position
Listed on 2026-05-04
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
Wealth Bridge Financial Group is seeking a Private Wealth Advisor in Toledo, Ohio, to engage with clients and provide tailored financial advice. You will leverage your expertise to offer investment opportunities, retirement planning, and wealth management strategies. Ideal candidates have a Bachelor's degree in finance or accounting, strong analytical and communication skills, and preferably experience in financial consulting. The role includes benefits like top-tier health coverage and a 401(k) retirement plan with company match.
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