Wealth Planner & Retirement Advisor

WealthBridge Financial Group; Morristown (NJ); On-site; USD 70,000 - 100,000; 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 them through their financial decisions. You will conduct analyses across investments, risk management, retirement planning, and tax optimization.

The ideal candidate will have a strong understanding of financial products and a passion for helping clients achieve their long-term goals.

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 their financial decisions and long-term objectives.
• Conduct comprehensive financial analyses including investments, risk management, retirement planning, and tax optimization.
• Enhance client relationships and expand WealthBridge Financial Group's client base.

Skills

Analytical skills

Communication skills

Interpersonal skills

Relationship building

Problem-solving

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 develop personalized financial plans for clients and guide them through their financial decisions. You will conduct analyses across investments, risk management, retirement planning, and tax optimization.

The ideal candidate will have a strong understanding of financial products and a passion for helping clients achieve their long-term goals.