Financial Consultant: Retirement Planning & Client Growth

WealthBridge Financial Group; Bartlett (TN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Ongoing training

Job summary

WealthBridge Financial Group is seeking a dedicated Financial Consultant to join our team. You will develop personalized financial plans for clients and guide them through their financial decisions to reach long-term objectives.

You will conduct comprehensive analyses of investments, risk management, retirement planning, and tax optimization, leveraging your knowledge to strengthen client relationships and grow our advisory practice. We value integrity, innovation, and excellence in service.

Qualifications

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

Skills

Analytical skills

Problem-solving

Communication

Interpersonal skills

Relationship building

Financial product knowledge

Education

Bachelor's degree in finance/economics or related field

Tools

Financial planning software

Job description

WealthBridge Financial Group is seeking a dedicated Financial Consultant to join our team. You will develop personalized financial plans for clients and guide them through their financial decisions to reach long-term objectives.

You will conduct comprehensive analyses of investments, risk management, retirement planning, and tax optimization, leveraging your knowledge to strengthen client relationships and grow our advisory practice. We value integrity, innovation, and excellence in service.