Wealth Planning Consultant

WealthBridge Financial Group; Nashville (TN); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company’s

Life and disability insurance

Wellness programs and training

Job summary

WealthBridge Financial Group in Nashville is seeking a dedicated Financial Consultant to develop personalized financial plans for clients and guide them through their financial decisions to achieve long-term objectives.

You will conduct comprehensive financial analyses, including assessments of investments, risk management, retirement planning, and tax optimization, while building strong client relationships and expanding the firm’s client base.

Qualifications

• Bachelor's degree in finance or economics.
• Experience in financial consulting preferred.
• Strong analytical and interpersonal skills.

Responsibilities

• Develop personalized financial plans for clients.
• Guide clients through financial decisions to meet long-term goals.
• Conduct comprehensive financial analyses including investments, retirement planning, and tax optimization.

Skills

Analytical thinking

Communication skills

Relationship building

Education

Bachelor's degree in finance or economics

Tools

Financial planning software

Job description

WealthBridge Financial Group in Nashville is seeking a dedicated Financial Consultant to develop personalized financial plans for clients and guide them through their financial decisions to achieve long-term objectives.

You will conduct comprehensive financial analyses, including assessments of investments, risk management, retirement planning, and tax optimization, while building strong client relationships and expanding the firm’s client base.