Wealth Planning Advisor — Retirement & Investment

WealthBridge Financial Group; Alcoa (TN); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Life & 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 comprehensive analyses of investments, risk management, retirement planning, and tax optimization to help clients reach their long-term financial objectives.

The ideal candidate possesses a solid understanding of financial products and services and has a passion for helping clients achieve their financial

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

Skills

Analytical & problem-solving

Communication skills

Interpersonal skills

Client relationship building

Financial planning software

Education

Bachelor's degree in finance, economics, or 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 comprehensive analyses of investments, risk management, retirement planning, and tax optimization to help clients reach their long-term financial objectives.

The ideal candidate possesses a solid understanding of financial products and services and has a passion for helping clients achieve their financial