Financial Consultant: Wealth & Retirement Planner

WealthBridge Financial Group; Hattiesburg (MS); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Health coverage (medical, dental, and,

401(k) retirement plan with company/ 1

Life and disability insurance

Wellness programs and mental health

Career growth opportunities and训练

Job summary

WealthBridge Financial Group seeks a results-oriented Financial Consultant to engage with clients, understand their financial objectives, and deliver tailored advice across investments, retirement planning and wealth management strategies.

You will use advanced financial tools, analyze client needs, and develop action plans, collaborating with a broad network of experts to provide comprehensive solutions and foster long-term client success.

Qualifications

• Minimum bachelor degree in finance, accounting or related field.
• Experience in financial consulting or similar role preferred.
• Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills to connect with clients.

Responsibilities

• Engage with clients to understand their financial objectives and provide tailored advice.
• Develop comprehensive strategies including investments, retirement planning and wealth management.
• Collaborate with a network of industry experts and utilize advanced tools.
• Help clients build long-term financial success and relationships.

Skills

Analytical skills

Problem-solving

Communication

Interpersonal skills

Client relationship building

Financial planning licenses/certs (a+)

Education

Bachelor's degree in finance or related field

Job description

WealthBridge Financial Group seeks a results-oriented Financial Consultant to engage with clients, understand their financial objectives, and deliver tailored advice across investments, retirement planning and wealth management strategies.

You will use advanced financial tools, analyze client needs, and develop action plans, collaborating with a broad network of experts to provide comprehensive solutions and foster long-term client success.