Wealth Advisor & Financial Planning Consultant

WealthBridge Financial Group; Brandon (MS); On-site; USD 65,000 - 95,000; 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 in Brandon, MS seeks a results-oriented Financial Consultant to help clients achieve their financial objectives through tailored advice and wealth planning strategies.

In this role you will analyze client needs with advanced financial tools, present comprehensive solutions, and foster long-term relationships. The position emphasizes strong communication, problem-solving, and dedication to client success.

Qualifications

• Bachelor's degree in finance, accounting, or related field.
• Experience in financial consulting or similar role preferred.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills to connect with clients.
• Licenses or certifications in financial planning are a plus.
• Demonstrated ability to build and maintain client relationships.

Responsibilities

• Provide tailored financial advice aligned with client goals.
• Assess client needs using financial tools and analytics.
• Develop wealth management strategies and investment recommendations.
• Build and maintain long-term client relationships.
• Collaborate with a network of industry experts.

Skills

Analytical skills

Communication

Interpersonal skills

Client relationships

Problem solving

Education

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

Job description

WealthBridge Financial Group in Brandon, MS seeks a results-oriented Financial Consultant to help clients achieve their financial objectives through tailored advice and wealth planning strategies.

In this role you will analyze client needs with advanced financial tools, present comprehensive solutions, and foster long-term relationships. The position emphasizes strong communication, problem-solving, and dedication to client success.