Financial Consultant: Wealth Planning & Client Growth

WealthBridge Financial Group; Chattanooga (TN); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a dedicated Financial Consultant to join our team. You will develop personalized financial plans, guide clients through decisions, and help them reach long-term objectives by analyzing investments, risk, retirement, and taxes.

Ideal candidates will have a solid understanding of financial products, strong communication skills, and a passion for helping clients achieve their financial goals while expanding client relationships and the firm’s client base.

Qualifications

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

Skills

Analytical thinking

Communication

Interpersonal skills

Relationship building

Education

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

Tools

Financial planning software

Investment products

Job description

WealthBridge Financial Group is seeking a dedicated Financial Consultant to join our team. You will develop personalized financial plans, guide clients through decisions, and help them reach long-term objectives by analyzing investments, risk, retirement, and taxes.

Ideal candidates will have a solid understanding of financial products, strong communication skills, and a passion for helping clients achieve their financial goals while expanding client relationships and the firm’s client base.