Wealth Planning Advisor

WealthBridge Financial Group; Red Bank (TN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Training and growth opportunities

Job summary

WealthBridge Financial Group is seeking a dedicated Financial Consultant to join our team. You will develop personalized financial plans for clients, guiding them through decisions to reach long-term objectives.

Conduct comprehensive analyses of investments, risk management, retirement planning, and tax optimization. The ideal candidate has a solid understanding of financial products, excellent communication, and a passion for helping clients achieve their goals.

Qualifications

• Proven ability to perform thorough financial analyses and create personalized plans.
• Strong relationship-building and interpersonal communication skills.
• Experience translating complex financial data into clear guidance for clients.
• Familiarity with investment products and financial planning tools.

Responsibilities

• Develop personalized financial plans for clients.
• Guide clients through financial decisions and long-term objectives.
• Analyze investments, risk management, retirement planning, and tax optimization.

Skills

Financial analysis

Client relationships

Analytical thinking

Communication skills

Education

Bachelor's degree in finance/economics

Tools

Financial planning software

Job description

WealthBridge Financial Group is seeking a dedicated Financial Consultant to join our team. You will develop personalized financial plans for clients, guiding them through decisions to reach long-term objectives.

Conduct comprehensive analyses of investments, risk management, retirement planning, and tax optimization. The ideal candidate has a solid understanding of financial products, excellent communication, and a passion for helping clients achieve their goals.