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

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

Benefits offered by this job

Top-tier health coverage including medical, dental, and vision plans

401(k) retirement plan with company match

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

A financial services firm located in Jackson, TN is seeking a dedicated Financial Consultant to develop personalized financial plans, guide clients in their financial decisions, and conduct comprehensive financial analyses. The ideal candidate has a Bachelor's degree in finance or a related field, previous consulting experience, strong analytical skills, and excellent communication abilities. This role comes with top-tier health coverage, a 401(k) plan, and various employee wellness programs.

Qualifications

• Previous experience in financial consulting or a similar role is preferred.
• Familiarity with investment products.

Responsibilities

• Develop personalized financial plans for clients.
• Conduct comprehensive financial analyses, including investment strategies and risk management.

Skills

Strong analytical and problem-solving skills

Excellent communication and interpersonal skills

Ability to build and maintain relationships with clients

Education

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

Tools

Financial planning software

Job description

A financial services firm located in Jackson, TN is seeking a dedicated Financial Consultant to develop personalized financial plans, guide clients in their financial decisions, and conduct comprehensive financial analyses. The ideal candidate has a Bachelor's degree in finance or a related field, previous consulting experience, strong analytical skills, and excellent communication abilities. This role comes with top-tier health coverage, a 401(k) plan, and various employee wellness programs.