Personal Finance & Wealth Planning Consultant

WealthBridge Financial Group; Arlington (TN); 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

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 financial decisions and helping them reach long-term objectives.

In this role you will conduct comprehensive financial analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization.

Qualifications

• Bachelor's degree in finance, economics or related field required or preferred.
• Experience in financial consulting or 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 their financial decisions and long-term objectives.
• Conduct comprehensive financial analyses of investments, risks and retirement needs.
• Assist with tax optimization and overall financial strategy.

Skills

Analytical skills

Communication skills

Interpersonal skills

Relationship building

Education

Bachelor's degree in finance/economics or related field

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 financial decisions and helping them reach long-term objectives.

In this role you will conduct comprehensive financial analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization.