Wealth Planner & Client Advisor

WealthBridge Financial Group; Medina (TN); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Health coverage

401(k) with match

Life and disability insurance

Wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group in Medina, TN is seeking a Financial Consultant to develop personalized financial plans for clients, guiding them through their financial decisions and helping them reach long-term objectives.

You will conduct comprehensive analyses of investments, risk management, retirement planning, and tax optimization, leveraging your knowledge of financial products to build lasting client relationships and grow the firm’s advisory business.

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 their financial decisions.
• Help clients reach their long-term financial objectives.
• Conduct comprehensive financial analyses including investments, risk management, retirement planning, and tax optimization.

Skills

Analytical skills

Communication skills

Interpersonal skills

Financial planning software

Investment products

Education

Bachelor's degree in finance/economics

Tools

Financial planning software

Job description

WealthBridge Financial Group in Medina, TN is seeking a Financial Consultant to develop personalized financial plans for clients, guiding them through their financial decisions and helping them reach long-term objectives.

You will conduct comprehensive analyses of investments, risk management, retirement planning, and tax optimization, leveraging your knowledge of financial products to build lasting client relationships and grow the firm’s advisory business.