Wealth Planning Consultant

WealthBridge Financial Group; East Ridge (TN); On-site; USD 55,000 - 90,000; 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 Financial Consultant to develop personalized financial plans and guide clients through their financial decisions. You will conduct analyses of investments, risk management, retirement planning, and tax optimization to help clients reach long-term objectives.

The ideal candidate has a solid understanding of financial products, excellent communication, and a passion for helping clients achieve their 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.

Responsibilities

• Develop personalized financial plans for clients.
• Guide clients through financial decisions and long-term goals.
• Conduct comprehensive analyses of investments, risk management, retirement, and tax optimization.
• Leverage planning software to support client recommendations.

Skills

Analytical skills

Problem-solving

Communication skills

Interpersonal skills

Relationship building

Education

Bachelor's degree in finance/economics or related field

Tools

Financial planning software

Job description

WealthBridge Financial Group is seeking a Financial Consultant to develop personalized financial plans and guide clients through their financial decisions. You will conduct analyses of investments, risk management, retirement planning, and tax optimization to help clients reach long-term objectives.

The ideal candidate has a solid understanding of financial products, excellent communication, and a passion for helping clients achieve their goals.