Wealth Planning Advisor — Client-Focused Consultant

Wealthbridge-Financial-Group; Pearl (MS); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life & disability insurance

Wellness programs

Career growth

Job summary

WealthBridge Financial Group in Pearl, Mississippi, seeks a results-oriented Financial Consultant to help clients achieve their financial goals. You will assess needs, tailor advice, and offer strategies spanning investments, retirement planning, and wealth management.

You will work with a network of experts, use advanced tools, and build long-term relationships with clients. A Bachelor’s in finance or accounting and experience in financial consulting are preferred, with licenses in financial

Qualifications

• Bachelor's degree in finance, accounting, or a related field.
• Experience in financial consulting or a similar role.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills to effectively connect with clients.
• Demonstrated ability to build and maintain client relationships.
• Licenses or certifications in financial planning are a plus.

Responsibilities

• Engage with clients to understand objectives and tailor advice.
• Provide investment, retirement, and wealth management strategies.
• Use analytics to assess client needs and craft action plans.
• Collaborate with a network of industry experts.

Skills

Analytical thinking

Problem solving

Communication

Interpersonal skills

Client relationships

Education

Bachelor's degree in Finance/Accounting

Job description

WealthBridge Financial Group in Pearl, Mississippi, seeks a results-oriented Financial Consultant to help clients achieve their financial goals. You will assess needs, tailor advice, and offer strategies spanning investments, retirement planning, and wealth management.

You will work with a network of experts, use advanced tools, and build long-term relationships with clients. A Bachelor’s in finance or accounting and experience in financial consulting are preferred, with licenses in financial