Financial Consultant: Personal Wealth & Retirement Planning

WealthBridge Financial Group; Morristown (NJ); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life & disability insurance

Wellness programs

Training & development

Job summary

WealthBridge Financial Group in Morristown, NJ is seeking a dedicated Financial Consultant to develop personalized financial plans for clients and guide their decisions toward long-term objectives. You will conduct comprehensive analyses of investments, risk, retirement, and tax optimization, building strong client relationships and expanding the firm’s clientele.

The ideal candidate holds a finance-related degree, communicates clearly, and has a passion for helping clients achieve financial

Qualifications

• Bachelor's degree in finance, economics, or a related field.
• 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 to reach long-term objectives.
• Conduct comprehensive financial analyses including investments, risk management, retirement planning, and tax optimization.

Education

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

Tools

Financial planning software

Job description

WealthBridge Financial Group in Morristown, NJ is seeking a dedicated Financial Consultant to develop personalized financial plans for clients and guide their decisions toward long-term objectives. You will conduct comprehensive analyses of investments, risk, retirement, and tax optimization, building strong client relationships and expanding the firm’s clientele.

The ideal candidate holds a finance-related degree, communicates clearly, and has a passion for helping clients achieve financial