Talent.com
WealthBridge Financial Group
Financial ConsultantWealthBridge Financial Group • Milan, TN, US
Financial Consultant

Financial Consultant

WealthBridge Financial Group • Milan, TN, US
30+ days ago
Job type
  • Full-time
  • Quick Apply
Job description

WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them reach their long-term financial objectives. You will conduct comprehensive financial analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization.

The ideal candidate is someone who possesses a solid understanding of financial products and services and has a passion for helping clients achieve their financial goals. You will have the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group's client base.

At WealthBridge, we pride ourselves on our commitment to integrity, innovation, and excellence in service. Join us and help make a positive impact on the financial well-being of individuals and families.

Requirements

  • 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.

Benefits

  • Top-tier health coverage including medical, dental, and vision plans for you and your dependents
  • 401(k) retirement plan with company match to help you build long-term security
  • Life and disability insurance for added peace of mind
  • Employee wellness programs and mental health resources
  • Career growth opportunities and ongoing training support
Create a job alert for this search

Financial Consultant • Milan, TN, US

Similar jobs

Service Consultant

Hyundai Motor AmericaJackson, TN, United States
Full-time

Overall Summary As a service consultant you will be responsible for initiating automotive services and repairs by ascertaining vehicle performance problems and service requests; verifying warranty ... Show more

 • Promoted

Help Create a Family — Become a Surrogate with Roots

Roots SurrogacyGreenfield, TN, US
Full-time

There are families out there who would give anything to hold their baby — and you could be the reason they do.At Roots Surrogacy, we work with incredible women who feel called to do something meani... Show more

 • Promoted

Client Solutions Manager

Slice Merchant ServicesMilan, TN, US
Full-time

Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.Slice Merchant Services offers innovative payment processing solutions... Show more

 • Promoted

Consumer Insights Analyst

Earn HausDresden, Tennessee, United States
Full-time +1

We are urgently seeking people interested in taking market research studies for well known brands.If you are a self-starter, looking for flexible hours throughout the week, this may be for you! Ear... Show more

 • Promoted

Personal Financial Counselor; Jackson, TN

Magellan HealthJackson, TN, United States
Full-time

This position will provide personal financial services at assigned military installations.Primary responsibilities include the full breadth of personal financial counseling services to military ser... Show more

 • Promoted

F&I Manager

Camping World HoldingsJackson, TN, United States
Full-time +1

Camping World is seeking a Finance & Insurance Manager to join our growing team.Are you working long hours in your current Finance & Insurance role or do not see the reward for your efforts? Campin... Show more

 • Promoted

Remote Product Tester - Flexible Studies

BuzzTestersGleason, TN
Remote
Full-time

Earn up to $400/week, depending on the number and type of studies you complete.Share honest feedback on products and services from independent brands.Assignments include short online surveys (10–20... Show more

 • Promoted

Sales Counselor

Everstory PartnersJackson, TN, United States
Full-time

Estimated first-year earnings range: $45,000 - $55,000.Uncapped commission and earnings.This position sells pre-need and at-need funeral services and inventory as well as cemetery services, propert... Show more

 • Promoted

Fire Protection Service Sales

APi Group, Inc.Jackson, TN, United States
Full-time

American Fire Protection Group (AFPG) is a people-first company with a proven track record of investing in our teammates.Our purpose of "Building Great Leaders" is at the forefront of everything we... Show more

 • Promoted

Financial Advisor

Northwestern Mutual Life Insurance CompanyJackson, TN, United States
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

 • Promoted

College Financial Representative, Internship Program

Northwestern MutualJackson, TN, United States
Full-time +1

Northwestern Mutual College Financial Representative Internship.College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... Show more

 • Promoted

Automotive Sales Consultant

Victory Honda of JacksonJackson, TN, United States
Full-time

Job Description:Victory Automotive Group Inc.Top 25 ranked Privately Held Companies for 2023!Automotive Sales ConsultantVictory Automotive Group is family owned and operated since 1997 with over 50... Show more

 • Promoted

Flexible remote AI work. Your schedule. Paid weekly, straight to your bank account.

Meridian.aiJackson, TN, US
Remote
Full-time

Review and label digital content including text, images, and documents.Every task you complete helps improve how technology interprets information and performs in practical settings.Detail-oriented... Show more

 • Promoted

Surety Underwriter

Diedre Moire Corp.Jackson, TN, US
Full-time

Sr Construction Underwriter Surety - Jackson, TN Insurance Underwriter Construction Surety Bid Bonds Performance Bonds Payment Bonds Surety Bonds Financial Analysis Risk Assessment Infrastructure I... Show more

 • Promoted

Senior Manager, Management Consulting - Healthcare

BDOJackson, TN, United States
Temporary

Healthcare Revenue Cycle Senior Manager.The Healthcare Revenue Cycle Senior Manager provides clients with senior-level healthcare consulting services by assessing the client's business needs, recom... Show more

 • Promoted

Voya Financial Advisor Jackson

Voya Financial AdvisorsJackson, TN, United States
Full-time

Jackson, TN area to work with existing plan sponsor relationships.This position will be responsible for 403(b)/457 participant education and advice, retirement strategies, and seminars.Qualified ca... Show more

 • Promoted

Give the Gift of Life – Surrogates Needed, Earn Up to $115,000!

Giving Tree SurrogacySharon, TN, US
Full-time +1

We are looking for a passionate individual with a sense of responsibility and willingness to help create families to join us as a surrogate.In this role, you will be instrumental in supporting indi... Show more

 • Promoted

Outside Sales Representative - Market Development

Charter SpectrumMcKenzie, TN, United States
Full-time

This role requires the ability to work lawfully in the U.Are you an outgoing professional who thrives when working independently? Do you enjoy getting out of the office and connecting with customer... Show more

 • Promoted

Nurse Practitioner or Physician Assistant - Part-time - Housecalls - Gibson, Crockett, & Dyer

UnitedHealth GroupMilan, TN, United States
Part-time

Requisition number:** 2370707 **Job category:** Healthcare Delivery, Advanced Practice Clinicians **$10,000 Sign-on Bonus** **This is a part-time 30 hours per week position** **In this role, ... Show more

 • Promoted

Remote Job $790/wk - Hiring Focus Group Panelists

MaxionJackson, TN, US
Remote
Full-time +2

Want to make extra money on YOUR schedule? Join our exclusive list of research study participants and .Perfect for anyone seeking remote, part-time, or temporary work, these opportunities require .... Show more