Personal Wealth Planner

WealthBridge Financial Group; Collierville (TN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health coverage

401(k) matching

Life insurance

Disability insurance

Wellness programs

Career growth

Job summary

WealthBridge Financial Group is seeking a dedicated Financial Consultant to develop personalized financial plans for clients and guide them through their financial decisions.

The role involves evaluating investments, risk management, retirement planning, and tax optimization to help clients reach long-term goals. Strong communication, analytical, and interpersonal skills are essential.

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.
• 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 investment, retirement, and tax decisions.
• Conduct comprehensive financial analyses and risk assessments.
• Build and maintain client relationships to expand the client base.
• Collaborate with team to deliver high-quality financial advice.

Skills

Analytical thinking

Communication skills

Interpersonal skills

Client relationship building

Financial planning software

Education

Bachelor's degree in finance/economics or related field

Tools

Financial planning software

Investment products knowledge

Job description

WealthBridge Financial Group is seeking a dedicated Financial Consultant to develop personalized financial plans for clients and guide them through their financial decisions.

The role involves evaluating investments, risk management, retirement planning, and tax optimization to help clients reach long-term goals. Strong communication, analytical, and interpersonal skills are essential.