Wealth Planner & Financial Strategy Advisor

WealthBridge Financial Group; Maryville (TN); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health coverage

401(k) retirement plan with company?n

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 perform financial analyses covering investments, risk management, retirement planning, and tax optimization, with a focus on helping clients reach their long-term objectives and strengthen client relationships.

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.
• Help clients achieve long-term financial objectives.
• Conduct comprehensive financial analyses including investments, risk management, retirement planning, and tax optimization.

Skills

Analytical skills

Communication skills

Relationship building

Financial planning software

Education

Bachelor's degree in finance/economics/related field

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 perform financial analyses covering investments, risk management, retirement planning, and tax optimization, with a focus on helping clients reach their long-term objectives and strengthen client relationships.