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Senior Financial Advisor: Wealth Planning & Growth
Job in
Toledo, Lucas County, Ohio, 43614, USA
Listed on 2026-06-03
Listing for:
WealthBridge Financial Group
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services
Job Description & How to Apply Below
Wealth Bridge Financial Group is looking for an Experienced Financial Advisor to join their team in Toledo, Ohio. This role involves engaging clients to understand their financial objectives and providing advice tailored to meet their goals. Leveraging financial expertise, you will offer solutions encompassing investment opportunities, retirement planning, and wealth management.
The position requires a Bachelor's degree in finance or a related field, with strong analytical and interpersonal skills being critical. Work benefits include top-tier health coverage, 401(k) retirement plan, and career growth opportunities.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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