Personal Wealth Planning Consultant

WealthBridge Financial Group; Hendersonville (TN); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health coverage

401(k) retirement plan

Life and disability insurance

Wellness programs

Training opportunities

Job summary

WealthBridge Financial Group seeks a dedicated Financial Consultant to develop personalized financial plans for clients and guide them through major financial decisions.

You will conduct thorough analyses of investments, risk management, retirement planning, and tax optimization to help clients reach long-term goals and strengthen client relationships, while joining a team focused on integrity and excellence.

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, guiding them through financial decisions, and helping them reach long-term financial objectives.
• Conduct comprehensive financial analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization.

Skills

Analytical skills

Communication

Interpersonal skills

Financial planning

Client relationships

Education

Bachelors in Finance

Tools

Financial planning software

Job description

WealthBridge Financial Group seeks a dedicated Financial Consultant to develop personalized financial plans for clients and guide them through major financial decisions.

You will conduct thorough analyses of investments, risk management, retirement planning, and tax optimization to help clients reach long-term goals and strengthen client relationships, while joining a team focused on integrity and excellence.