Financial Wellness Advisor — Retirement & Investment Planning

WealthBridge Financial Group; Arlington (TX); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Training opportunities

Job summary

WealthBridge Financial Group is seeking a Financial Consultant to develop personalized financial plans for clients, guiding them through important decisions and helping them reach long-term objectives.

You will conduct analyses of investments, risk management, retirement planning, and tax optimization, leveraging financial planning software to strengthen client relationships and expand the firm’s advisory base.

Qualifications

• Bachelor's degree in finance, economics, or related field.
• Experience in financial consulting is preferred.
• Strong analytical and problem-solving abilities.

Responsibilities

• Develop personalized financial plans for clients.
• Guide clients through financial decisions and long-term goals.
• Conduct comprehensive financial analyses including investments, risk, retirement, and tax optimization.

Skills

Analytical thinking

Communication skills

Interpersonal skills

Financial planning software

Education

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

Tools

Financial planning software

Investment products

Job description

WealthBridge Financial Group is seeking a Financial Consultant to develop personalized financial plans for clients, guiding them through important decisions and helping them reach long-term objectives.

You will conduct analyses of investments, risk management, retirement planning, and tax optimization, leveraging financial planning software to strengthen client relationships and expand the firm’s advisory base.