Financial Consultant: Planning Expertise & Client Impact

Wealthbridge Financial Group; Boston (MA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health coverage

401(k) plan

Life and disability insurance

Wellness programs

Training & career growth

Job summary

WealthBridge Financial Group is seeking a dedicated Financial Consultant to develop personalized financial plans for clients, guiding them through investment, retirement, and tax considerations to help them reach long-term goals.

The role emphasizes strong analytical abilities, excellent communication, and the ability to build lasting client relationships while leveraging financial planning software and investment products to tailor strategies.

Qualifications

• 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.

Skills

Analytical thinking

Communication skills

Relationship building

Financial planning software

Education

Bachelor's degree in finance or economics

Tools

Financial planning software

Job description

WealthBridge Financial Group is seeking a dedicated Financial Consultant to develop personalized financial plans for clients, guiding them through investment, retirement, and tax considerations to help them reach long-term goals.

The role emphasizes strong analytical abilities, excellent communication, and the ability to build lasting client relationships while leveraging financial planning software and investment products to tailor strategies.