Personal Finance Planner & Advisor - Retirement Planning

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

Benefits offered by this job

Health coverage and wellness plans

401(k) with company match

Life and disability insurance

Wellness programs and mental health

Career growth opportunities

Job summary

WealthBridge Financial Group seeks a Financial Consultant to develop personalized financial plans for clients, guiding their decisions and helping them reach long-term objectives. You will conduct comprehensive analyses of investments, risk management, retirement, and tax optimization, ensuring tailored strategies for each client.

The ideal candidate has a solid understanding of financial products and services and a passion for helping clients achieve their goals.

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.

Responsibilities

• Develop personalized financial plans for clients.
• Conduct comprehensive financial analyses including investment strategies, risk management, retirement planning, and tax optimization.
• Guide clients through their financial decisions and help them reach long-term objectives.
• Build and maintain strong client relationships and expand the client base.

Skills

Analytical skills

Communication skills

Interpersonal skills

Relationship building

Education

Bachelor's degree in finance or related field

Tools

Financial planning software

Job description

WealthBridge Financial Group seeks a Financial Consultant to develop personalized financial plans for clients, guiding their decisions and helping them reach long-term objectives. You will conduct comprehensive analyses of investments, risk management, retirement, and tax optimization, ensuring tailored strategies for each client.

The ideal candidate has a solid understanding of financial products and services and a passion for helping clients achieve their goals.