Wealth Planner & Financial Guidance Advisor

WealthBridge Financial Group; Smyrna (TN); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Life & disability insurance

Wellness programs

Training opportunities

Job summary

WealthBridge Financial Group in Smyrna, TN seeks a Financial Consultant to develop personalized financial plans for clients, guiding their financial decisions and helping them reach long-term goals.

The ideal candidate will possess solid knowledge of financial products, excellent communication, and a passion for helping clients achieve their goals.

We offer growth opportunities, comprehensive benefits, and a collaborative culture that values integrity, excellence, and client service.

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 client relationships.
• Familiarity with financial planning software and investment products.

Responsibilities

• Develop personalized financial plans for clients.
• Guide clients through financial decisions and goals.
• Conduct comprehensive analyses of investments, risk management, and retirement planning.
• Optimize taxes and help clients reach long-term objectives.

Skills

Financial analysis

Client relations

Communication skills

Retirement planning

Education

Bachelor's degree in finance, economics, or related field

Tools

Financial planning software

Investment analytics tools

Job description

WealthBridge Financial Group in Smyrna, TN seeks a Financial Consultant to develop personalized financial plans for clients, guiding their financial decisions and helping them reach long-term goals.

The ideal candidate will possess solid knowledge of financial products, excellent communication, and a passion for helping clients achieve their goals.

We offer growth opportunities, comprehensive benefits, and a collaborative culture that values integrity, excellence, and client service.