Personal Finance Planner & Client Wealth Advisor

WealthBridge Financial Group; Smiths Station (AL); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company 2

Life and disability insurance

Employee 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, guiding them through their decisions and helping them reach long-term objectives.

You will conduct analyses of investments, risk management, retirement planning, and tax optimization. The ideal candidate has a Bachelor's degree in finance, economics, or related field, prior experience in financial consulting, strong analytical and problem-solving

Qualifications

• Bachelor's degree in finance, economics, or a related field.
• 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 help achieve long-term objectives.
• Conduct analyses of investments, risk management, retirement planning, and tax optimization.

Skills

Analytical skills

Problem solving

Communication skills

Relationship building

Education

Bachelor's degree in finance or 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, guiding them through their decisions and helping them reach long-term objectives.

You will conduct analyses of investments, risk management, retirement planning, and tax optimization. The ideal candidate has a Bachelor's degree in finance, economics, or related field, prior experience in financial consulting, strong analytical and problem-solving