Financial Planning & Investment Advisor

WealthBridge Financial Group; Tennessee; On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health coverage

401(k) with match

Life and disability insurance

Wellness programs

Ongoing training

Job summary

WealthBridge Financial Group is seeking a dedicated Financial Consultant to join our team. You will develop personalized financial plans for clients, guide them through their financial decisions, and help them reach long-term objectives, including investment strategies, retirement planning, and tax optimization.

The ideal candidate has a solid understanding of financial products, strong analytical and communication skills, and a passion for helping clients.

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 financial decisions and long-term objectives.
• Conduct comprehensive analyses of investments, risk, retirement planning, and tax optimization.
• Build and maintain strong client relationships and trust.

Skills

Financial planning

Client consulting

Analytical skills

Communication

Relationship building

Financial products

Education

Bachelor's degree in finance/economics

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, guide them through their financial decisions, and help them reach long-term objectives, including investment strategies, retirement planning, and tax optimization.

The ideal candidate has a solid understanding of financial products, strong analytical and communication skills, and a passion for helping clients.