Strategic Financial Planner for Wealth & Retirement

WealthBridge Financial Group; Ozark (AL); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health coverage

401(k) retirement plan

Life and disability insurance

Wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a dedicated Financial Consultant to develop personalized financial plans for clients, guiding them through their financial decisions and helping achieve long-term objectives.

You will conduct comprehensive analyses of investments, risk management, retirement planning, and tax optimization, leveraging your expertise to strengthen client relationships and grow the firm’s client base.

Qualifications

• Bachelor's degree in finance, economics, or a related field.
• Previous experience in financial consulting or a similar role 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 financial decisions to meet long-term goals.
• Conduct comprehensive financial analyses including investments, risk, retirement, and tax planning.

Skills

Analytical skills

Problem-solving

Communication skills

Interpersonal skills

Client relationship building

Financial planning software

Education

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

Job description

WealthBridge Financial Group is seeking a dedicated Financial Consultant to develop personalized financial plans for clients, guiding them through their financial decisions and helping achieve long-term objectives.

You will conduct comprehensive analyses of investments, risk management, retirement planning, and tax optimization, leveraging your expertise to strengthen client relationships and grow the firm’s client base.