Financial Planning Consultant — 401(k) Match & Growth

WealthBridge Financial Group; Farragut (TN); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Life and disability insurance

Wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a dedicated Financial Consultant to join our team. You will develop personalized financial plans for clients and guide them through their financial decisions to reach long-term objectives.

You will conduct comprehensive financial analyses, including assessments of investments, retirement planning, and tax optimization, while building lasting client relationships.

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 and help reach long-term objectives.
• Conduct comprehensive financial analyses, including assessments of investments and retirement planning.
• Perform tax optimization reviews and risk assessments.
• Build and maintain strong client relationships.

Skills

Analytical skills

Communication skills

Interpersonal skills

Relationship building

Education

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

Tools

Financial planning software

Job description

WealthBridge Financial Group is seeking a dedicated Financial Consultant to join our team. You will develop personalized financial plans for clients and guide them through their financial decisions to reach long-term objectives.

You will conduct comprehensive financial analyses, including assessments of investments, retirement planning, and tax optimization, while building lasting client relationships.