Financial Consultant — Life & Annuity Planning (Hybrid)

WealthBridge Financial Group; New York (NY); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Top-tier health coverage including ...

401(k) retirement plan with company up

Life and disability insurance

Employee wellness programs and mental…

Career growth opportunities and OJT

Job summary

WealthBridge Financial Group in Morristown, NJ is seeking a Financial Consultant to develop personalized financial plans for clients and guide them toward long-term objectives. You will conduct thorough analyses of investments, risk management, retirement planning, and tax optimization, helping clients reach their financial goals and protect their families.

Join a team committed to integrity and excellence, with opportunities for career growth, ongoing training, and a strong benefits package

Qualifications

• Bachelor's degree in finance, economics, or related field.
• Previous experience in financial consulting or 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.

Responsibilities

• Develop personalized financial plans for clients.
• Guide clients through financial decisions and long-term objectives.
• Conduct comprehensive financial analyses including investments, retirement planning, and tax optimization.
• Build and maintain client relationships and expand the client base.
• Leverage expertise to enhance service quality.

Skills

Analytical skills

Communication skills

Interpersonal skills

Relationship management

Education

Bachelor's degree in finance or related field

Tools

Financial planning software

Job description

WealthBridge Financial Group in Morristown, NJ is seeking a Financial Consultant to develop personalized financial plans for clients and guide them toward long-term objectives. You will conduct thorough analyses of investments, risk management, retirement planning, and tax optimization, helping clients reach their financial goals and protect their families.

Join a team committed to integrity and excellence, with opportunities for career growth, ongoing training, and a strong benefits package