Financial Consultant
WealthBridge Financial Group
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
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Collierville, TN vacancy
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Germantown, TN1 day ago- ...Compiles and analyzes financial information under limited supervision. Creates and analyzes monthly, quarterly, and annual reports and... ...financial reporting software including working with external consultants and performing ongoing testing. Identifies trends and developments...Suggested
First Student
Collierville, TN5 days ago - ...community involvement Lead client conversations as a trusted financial advisor, offering tailored banking solutions Analyze and... ...opportunity, please reach out to me directly! Denise Fair Search Consultant gpac - Banking Division (816) 643 - 3446 ****@*****.***....SuggestedLocal area
gpac
Eads, TN6 days ago - ...Supports the assessment process for internal controls over financial reporting of FedEx and its operating companies as required by Sarbanes-Oxley section 404 (SOX 404). Prepares overall SOX 404 training strategy and leads training sessions for FedEx companies. Works with...SuggestedFull timeRelocation
- ...customer service experience preferred ~ Ability to communicate with customers and identify opportunities to help customers with their financial needs by identifying cues and clues while processing their transaction ~10-Key skills ~ Mathematical skills, including the...SuggestedContract work
Renasant
Germantown, TN2 days ago - Description JOB SUMMARY The teller will perform basic teller functions that consist of: assisting customers, processing personal and commercial transactions, balancing credits and debits daily, ATM, Vault, Cash Items and Branch balancing to general ledger. Tellers must...Full time
I Bankonline
Germantown, TN5 days ago $50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...Hourly payContract workFor contractorsWork experience placementRemote workData Annotation
Collierville, TN1 day ago- About Unity Psychiatric Care Unity Psychiatric Care, a division of Franklin, Tennessee-based American Health Partners Inc., operates psychiatric hospitals in Memphis, Clarksville, Columbia, and Martin, Tennessee, as well as in Huntsville and Bridgeport, Alabama. These...Full timeLocal area
Unity Psychiatric Care - Memphis
Germantown, TN6 hours ago - ...clients; able to manage volume and deadlines. Bachelor's degree preferred. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and...
First Horizon Bank
Germantown, TN5 days ago - ...Job Description Job Description Registered Financial Client Associate Job Summary: Under direct supervision, the Registered Financial Client Associate assists the Financial Advisor (s) by providing a wide variety of administrative support to maintain client accounts...Work experience placementWork at officeHome office
$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...Hourly payContract workFor contractorsWork experience placementRemote workData Annotation
Germantown, TN1 day ago- ...capabilities • Proven ability to work cross functionally and manage multiple priorities • Experience supporting ERP systems and financial system implementations preferred • Knowledge of 1099 reporting, tax classifications, and vendor compliance preferred •...
- Job Summary The Portfolio Program Management Advisor position plays a critical role in supporting demand management and governance initiatives. This position collaborates closely with stakeholders to facilitate demand triage and governance forums, ensuring alignment...Full time
- ...Job Description Job Description A growing global organization is seeking a Senior Financial Analyst to join its Finance team in Memphis, TN. This role offers significant visibility to senior leadership and the opportunity to influence business decisions through financial...
- ...impact we create together. Join us and help run what runs the world. This position reports to: Business Controller __ As the Financial Analyst for Resale & Merchandising, you will provide financial and control expertise to the Electrification Installation Products...Full timeTemporary workWork at officeMonday to Friday
- Job Description Job Description We are seeking a detail-oriented part-time Payroll Shipping Clerk. This position will support our payroll department in processing payroll for clients. You will be responsible for payroll data entry and record maintenance. This position...Part timeWork at officeNight shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
