Financial Planning Consultant for Wealth Growth

WealthBridge Financial Group; Milan (MI); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Health coverage

401(k) with match

Life & disability insurance

Wellness programs

Career growth

Training programs

Job summary

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

You will conduct comprehensive analyses across investments, risk management, retirement planning, and tax optimization while leveraging our planning tools to strengthen client relationships and grow the firm’s advisory base.

Qualifications

• Bachelor’s degree in finance, economics, or a related field.
• Previous experience in financial consulting or a similar role 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 financial decisions and long-term objectives.
• Conduct comprehensive financial analyses including investments, risk, retirement, and tax optimization.
• Enhance client relationships and grow the advisory base.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationships

Financial planning software

Education

Bachelor's degree in finance/economics/related field

Job description

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

You will conduct comprehensive analyses across investments, risk management, retirement planning, and tax optimization while leveraging our planning tools to strengthen client relationships and grow the firm’s advisory base.