Strategic Financial Planning Advisor

WealthBridge Financial Group; Murfreesboro (TN); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life & disability insurance

Wellness programs

Career growth

Job summary

WealthBridge Financial Group is seeking a dedicated Financial Consultant to develop personalized financial plans for clients and guide their decisions toward long-term goals. You will conduct thorough analyses of investments, risk management, retirement planning, and tax optimization to build tailored strategies.

The ideal candidate will have a solid understanding of financial products, strong communication skills, and a passion for client service.

Qualifications

• Bachelor's degree in finance, economics, or a related field.
• 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 actions.
• Help clients reach long-term financial 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 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 and guide their decisions toward long-term goals. You will conduct thorough analyses of investments, risk management, retirement planning, and tax optimization to build tailored strategies.

The ideal candidate will have a solid understanding of financial products, strong communication skills, and a passion for client service.