Personal Finance & Wealth Planning Consultant

WealthBridge Financial Group; Arlington (TN); Presencial; USD 65.000 - 95.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Career growth opportunities

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Analytical skills

Communication skills

Interpersonal skills

Relationship building

Educación

Bachelor's degree in finance/economics or related field

Herramientas

Financial planning software

Descripción del empleo

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.