Financial Planning Advisor | 401(k) Match & Growth

WealthBridge Financial Group; Alpine (NJ); On-site; USD 70,000 - 90,000; 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 leading financial services firm in New Jersey seeks a dedicated Financial Consultant to develop personalized financial strategies for clients. This role requires expertise in financial products, strong communication, and analytical skills. You will conduct financial analyses, assist clients with investment planning, and ensure they achieve their financial goals. Join a company known for its commitment to integrity and client service, and help improve financial well-being across families.

Qualifications

• Bachelor's degree in finance, economics, or a related field is required.
• Preferred previous experience in financial consulting or a similar role.
• Strong analytical and problem-solving skills necessary.
• Excellent communication and interpersonal skills are essential.
• Ability to build and maintain relationships with clients required.
• Familiarity with financial planning software and investment products.

Responsibilities

• Develop personalized financial plans for clients.
• Guide clients through financial decisions to reach their long-term goals.
• Conduct comprehensive financial analyses including investment strategies.
• Help with risk management, retirement planning, and tax optimization.

Skills

Analytical skills

Communication skills

Interpersonal skills

Problem-solving skills

Client relationship building

Education

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

Tools

Financial planning software

Investment products knowledge

Job description

A leading financial services firm in New Jersey seeks a dedicated Financial Consultant to develop personalized financial strategies for clients. This role requires expertise in financial products, strong communication, and analytical skills. You will conduct financial analyses, assist clients with investment planning, and ensure they achieve their financial goals. Join a company known for its commitment to integrity and client service, and help improve financial well-being across families.