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

WealthBridge Financial Group; Collierville (TN); On-site; USD 50,000 - 70,000; 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 consulting firm in Collierville, Tennessee is seeking a dedicated Financial Consultant to help clients develop personalized financial plans and achieve their long-term objectives. The ideal candidate will have a Bachelor's degree in finance, solid analytical skills, and experience in financial consulting. This position offers benefits such as health coverage, a 401(k) plan, and ongoing training opportunities, making it a fulfilling career for individuals passionate about financial well-being.

Qualifications

• Bachelor's degree in finance, economics, or a related field.
• Previous experience in financial consulting or similar role preferred.
• Strong analytical and problem-solving skills.

Responsibilities

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

Skills

Analytical skills

Communication

Interpersonal skills

Education

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

Tools

Financial planning software

Job description

A financial consulting firm in Collierville, Tennessee is seeking a dedicated Financial Consultant to help clients develop personalized financial plans and achieve their long-term objectives. The ideal candidate will have a Bachelor's degree in finance, solid analytical skills, and experience in financial consulting. This position offers benefits such as health coverage, a 401(k) plan, and ongoing training opportunities, making it a fulfilling career for individuals passionate about financial well-being.