Strategic Financial Planner & Investment Advisor

WealthBridge Financial Group; Humboldt (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

Career growth & training

Job summary

WealthBridge Financial Group is seeking a dedicated Financial Consultant to join our team. You will develop personalized financial plans for clients, guiding them through major financial decisions and helping them reach long-term objectives.

You will conduct analyses across investments, risk, retirement, and tax optimization. The ideal candidate has a solid understanding of financial products and services and a passion for helping clients achieve their goals.

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 and tailor strategies to individual goals.
• Guide clients through major financial decisions and monitor progress toward objectives.
• Conduct comprehensive analyses of investments, risk management, retirement planning, and tax optimization.

Skills

Analytical skills

Communication skills

Interpersonal skills

Relationship building

Financial planning software

Investment products

Education

Bachelor's degree in finance or economics

Tools

Job description

WealthBridge Financial Group is seeking a dedicated Financial Consultant to join our team. You will develop personalized financial plans for clients, guiding them through major financial decisions and helping them reach long-term objectives.

You will conduct analyses across investments, risk, retirement, and tax optimization. The ideal candidate has a solid understanding of financial products and services and a passion for helping clients achieve their goals.