Personal Wealth Strategy Advisor

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

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Training and career growth

Job summary

WealthBridge Financial Group in Oak Ridge, Tennessee seeks a dedicated Financial Consultant to craft personalized financial plans and guide clients through their financial decisions to reach long‑term objectives.

You will conduct comprehensive analyses of investments, risk management, retirement planning, and tax optimization, using your knowledge of financial products to strengthen client relationships and grow WealthBridge's client base.

Qualifications

• Bachelor's degree in finance, economics, or a related field.
• Experience in financial consulting or a similar role preferred.
• Strong analytical and problem-solving skills required.
• Excellent communication and interpersonal skills.
• Ability to build and maintain relationships with clients.

Responsibilities

• Develop personalized financial plans for clients.
• Guide clients through financial decisions to meet long-term goals.
• Conduct comprehensive financial analyses including investments, retirement planning, and tax optimization.
• Assist in expanding client base and maintaining relationships.

Skills

Analytical skills

Problem-solving

Communication skills

Relationship-building

Education

Bachelor's degree in finance, economics, or related field

Tools

Financial planning software

Investment products

Job description

WealthBridge Financial Group in Oak Ridge, Tennessee seeks a dedicated Financial Consultant to craft personalized financial plans and guide clients through their financial decisions to reach long‑term objectives.

You will conduct comprehensive analyses of investments, risk management, retirement planning, and tax optimization, using your knowledge of financial products to strengthen client relationships and grow WealthBridge's client base.