Financial Planner & Advisor — Personal Wealth Growth

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

Benefits offered by this job

Health coverage

401(k) retirement plan with company0

Life and disability insurance

Wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group in Cleveland, TN seeks a dedicated Financial Consultant to develop personalized financial plans and guide clients toward their long-term goals.

You will analyze investments, risk, retirement strategies, and tax optimization while building strong client relationships and expanding the firm’s client base. Strong communication and analytical skills are essential to succeed in this client-focused role.

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.

Responsibilities

• Develop personalized financial plans for clients.
• Guide clients through their financial decisions to reach long-term objectives.
• Conduct comprehensive financial analyses including investments, risk management, retirement planning, and tax optimization.
• Expand client relationships and grow WealthBridge Financial Group's client base.

Skills

Analytical skills

Communication skills

Interpersonal skills

Relationship building

Education

Bachelor's degree in finance or economics

Tools

Financial planning software

Investment products knowledge

Job description

WealthBridge Financial Group in Cleveland, TN seeks a dedicated Financial Consultant to develop personalized financial plans and guide clients toward their long-term goals.

You will analyze investments, risk, retirement strategies, and tax optimization while building strong client relationships and expanding the firm’s client base. Strong communication and analytical skills are essential to succeed in this client-focused role.