Financial Consultant

WealthBridge Financial Group; Cleveland (TN); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Top-tier health coverage including medical, dental, and vision plans

401(k) retirement plan with company match

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

A financial services firm in Cleveland, Tennessee, seeks a dedicated Financial Consultant to develop personalized plans and conduct analyses for clients. You will guide them through financial decisions and help achieve their long-term goals. The ideal candidate has expertise in financial products, strong analytical skills, and excellent communication abilities. Join us and make a positive impact on the financial health of individuals and families.

Qualifications

• Solid understanding of financial products and services.
• Previous experience in financial consulting or a similar role is preferred.
• Ability to build and maintain relationships with clients.
• Excellent communication and interpersonal skills.
• Ability to build and maintain client relationships.
• Familiarity with financial planning software and investment products.

Responsibilities

• Develop personalized financial plans for clients.
• Conduct comprehensive financial analyses.
• Guide clients through their financial decisions.

Skills

Strong analytical skills

Excellent communication skills

Interpersonal skills

Client relationship management

Financial planning software knowledge

Education

Bachelor's degree in finance, economics, or a related field

Tools

Financial planning software

Investment products knowledge

Job description

WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them reach their long‑term financial objectives. You will conduct comprehensive financial analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization.

The ideal candidate is someone who possesses a solid understanding of financial products and services and has a passion for helping clients achieve their financial goals. You will have the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group's client base.

At WealthBridge, we pride ourselves on our commitment to integrity, innovation, and excellence in service. Join us and help make a positive impact on the financial well‑being of individuals and families.

Requirements

• Bachelor's degree in finance, economics, or a related field
• Previous experience in financial consulting or a similar role is preferred
• Strong analytical and problem‑solving skills
• Excellent communication and interpersonal skills
• Ability to build and maintain relationships with clients
• Familiarity with financial planning software and investment products

Benefits

• Top‑tier health coverage including medical, dental, and vision plans for you and your dependents
• 401(k) retirement plan with company match to help you build long‑term security
• Life and disability insurance for added peace of mind
• Employee wellness programs and mental health resources
• Career growth opportunities and ongoing training support