Strategic Financial Planning Advisor

WealthBridge Financial Group; Germantown (TN); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Training opportunities

Job summary

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

You will conduct analyses of investments, risk management, retirement planning, and tax optimization, leveraging planning software to build strong 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 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.
• Guide clients through financial decisions and long-term goals.
• Conduct comprehensive financial analyses including investments, risk management, retirement planning, and tax optimization.

Skills

Analytical skills

Communication skills

Client relationship building

Problem solving

Education

Bachelor's degree in finance or economics

Tools

Financial planning software

Investment products knowledge

Job description

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

You will conduct analyses of investments, risk management, retirement planning, and tax optimization, leveraging planning software to build strong client relationships and grow the firm’s client base.