Wealth Planner & Financial Advisor

WealthBridge Financial Group; Lakeland (TN); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Career growth 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.

You will conduct analyses across investments, risk management, retirement planning, and tax optimization, helping clients reach long-term goals. The ideal candidate has strong analytical and communication skills and a passion for client service.

Qualifications

• Bachelor's degree in finance, economics, or a related field.
• Experience in financial consulting or similar role 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 objectives.
• Conduct comprehensive financial analyses including investments, risk management, retirement planning, and tax optimization.
• Build and maintain client relationships and expand the client base.

Skills

Analytical skills

Problem-solving

Communication skills

Interpersonal skills

Client relationship building

Familiarity with financial planning软件

Education

Bachelor's degree in finance/economics/related field

Tools

Financial planning software

Investment products

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.

You will conduct analyses across investments, risk management, retirement planning, and tax optimization, helping clients reach long-term goals. The ideal candidate has strong analytical and communication skills and a passion for client service.