Wealth Planner & Financial Advisor

WealthBridge Financial Group; Powell (TN); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

Top-tier health coverage including med

401(k) retirement plan with company

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a dedicated Financial Consultant to join our team. You will develop personalized financial plans for clients, guiding them through investment choices, retirement planning, and tax optimization to help achieve long-term goals.

The ideal candidate has a solid understanding of financial products, strong analytical and communication skills, and a passion for helping clients.

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 objectives.
• Conduct comprehensive financial analyses including investments, retirement planning, and tax optimization.

Skills

Analytical thinking

Problem-solving

Communication skills

Interpersonal skills

Client relationship building

Familiarity with financial planning

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 join our team. You will develop personalized financial plans for clients, guiding them through investment choices, retirement planning, and tax optimization to help achieve long-term goals.

The ideal candidate has a solid understanding of financial products, strong analytical and communication skills, and a passion for helping clients.