Financial Planner & Client Wealth Strategist (401(k) Match)

WealthBridge Financial Group; Alcoa (TN); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company match

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

A financial services firm in Alcoa, TN, is searching for a Financial Consultant to develop personalized financial plans for clients. The role involves guiding clients through their financial decisions and conducting detailed financial analyses including investment strategies and tax optimization. Ideal candidates will have a finance-related degree and experience in consulting. Join us to make a positive impact on clients' financial well-being, while enjoying top-tier benefits and career growth opportunities.

Qualifications

• Bachelor's degree in finance or economics required.
• Prior experience in financial consulting is preferred.
• Must possess strong analytical and problem-solving skills.

Responsibilities

• Develop personalized financial plans for clients.
• Guide clients through financial decisions.
• Conduct comprehensive financial analyses.

Skills

Analytical skills

Communication skills

Problem-solving skills

Client relationship management

Education

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

Tools

Financial planning software

Investment products knowledge

Job description

A financial services firm in Alcoa, TN, is searching for a Financial Consultant to develop personalized financial plans for clients. The role involves guiding clients through their financial decisions and conducting detailed financial analyses including investment strategies and tax optimization. Ideal candidates will have a finance-related degree and experience in consulting. Join us to make a positive impact on clients' financial well-being, while enjoying top-tier benefits and career growth opportunities.