Strategic Financial Planning Advisor

WealthBridge Financial Group; Boston (MA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Life & disability insurance

Wellness programs

Training opportunities

Job summary

WealthBridge Financial Group is seeking a dedicated Financial Consultant to develop personalized financial plans for clients, guiding them through investment, retirement, and tax decisions in pursuit of long-term goals.

You will conduct thorough analyses, maintain client relationships, and leverage financial planning software to optimize strategies and help families achieve financial well-being.

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 abilities.
• Excellent communication and interpersonal skills.
• Ability to build and maintain client relationships.
• Familiarity with financial planning software and investment products.

Responsibilities

• Develop personalized financial plans for clients.
• Guide clients through investment decisions and risk management.
• Conduct comprehensive analyses of retirement planning and tax optimization.
• Build and maintain long-term client relationships.
• Leverage financial planning software to optimize strategies.

Skills

Analytical thinking

Communication skills

Interpersonal skills

Client relationship building

Investment products knowledge

Education

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

Tools

Financial planning software

Job description

WealthBridge Financial Group is seeking a dedicated Financial Consultant to develop personalized financial plans for clients, guiding them through investment, retirement, and tax decisions in pursuit of long-term goals.

You will conduct thorough analyses, maintain client relationships, and leverage financial planning software to optimize strategies and help families achieve financial well-being.