Wealth Planner & Financial Advisor

WealthBridge Financial Group; Springfield (TN); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health coverage

401(k) retirement plan with companya0

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. In this role, you will develop personalized financial plans for clients, guide them through their financial decisions, and help them reach long-term objectives.

You will conduct comprehensive analyses of investments, risk management, retirement planning, and tax optimization, using your knowledge of financial products to grow client relationships and expand our client base.

Qualifications

• Bachelor's degree in finance, economics, or 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 help them reach long-term goals.
• Conduct comprehensive analyses of investments, risk management, retirement planning, and tax optimization.

Skills

Analytical skills

Communication

Relationship building

Knowledge of financial products

Problem-solving

Client-centric advisory

Education

Bachelor's degree in finance/economics/related field

Tools

Financial planning software

Job description

WealthBridge Financial Group is seeking a dedicated Financial Consultant to join our team. In this role, you will develop personalized financial plans for clients, guide them through their financial decisions, and help them reach long-term objectives.

You will conduct comprehensive analyses of investments, risk management, retirement planning, and tax optimization, using your knowledge of financial products to grow client relationships and expand our client base.