Wealth Planner & Financial Advisor

WealthBridge Financial Group; Three Way (TN); On-site; USD 65,000 - 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 their financial decisions. You will conduct analyses of investment strategies, risk management, retirement planning, and tax optimization to help clients reach long-term objectives.

The ideal candidate has a finance-related bachelor’s degree, strong analytical and communication skills, and the ability to build lasting client relationships.

Qualifications

• Bachelor's degree in finance, economics, or related field is required.
• Previous experience in financial consulting or similar role is preferred.
• Strong analytical and problem-solving skills are essential.
• Excellent communication and interpersonal skills are required.
• Ability to build and maintain relationships with clients is essential.
• Familiarity with financial planning software and investment products is beneficial.

Responsibilities

• Develop personalized financial plans for clients.
• Guide clients through financial decisions to reach long-term objectives.
• Conduct comprehensive analyses of investments, risk management, retirement planning, and tax optimization.

Skills

Analytical skills

Communication skills

Relationship building

Investment knowledge

Education

Bachelor's degree in finance/economics

Tools

Financial planning software

Job description

WealthBridge Financial Group is seeking a dedicated Financial Consultant to develop personalized financial plans for clients and guide their financial decisions. You will conduct analyses of investment strategies, risk management, retirement planning, and tax optimization to help clients reach long-term objectives.

The ideal candidate has a finance-related bachelor’s degree, strong analytical and communication skills, and the ability to build lasting client relationships.