Financial Consultant
WealthBridge Financial Group
Job Description
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
Vacancy posted 25 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Knoxville, TN vacancy
- ...Job Description Job Description Title: Financial Consultant Location: UT Federal Credit Union The purpose of this position is to process members' requested financial transactions, resolve problems, and answer questions; and to identify and suggest financial...SuggestedFlexible hoursNight shift
UT Federal Credit Union
Knoxville, TN21 days ago - ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...SuggestedFull timeWork at officeFlexible hours
Bankers Life
Knoxville, TN1 day ago $43.89k - $150k
...Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera... ...s degree Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist Two (2) years of Financial...SuggestedFull timeTemporary workLocal areaFlexible hoursCetera Financial Group
Knoxville, TN4 days ago- ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command
Knoxville, TN1 day ago - ...Job Description Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products...SuggestedWork at officeFlexible hours
Bankers Life
Knoxville, TN10 days ago $5,000 per month
...Job Description Job Description What You’ll Do As a Financial Professional / Team Leader, you will: Build your own practice while leveraging our infrastructure, mentorship, and reputation. Build and cultivate client relationships through prospecting, consistent...Contract workWork at officeFlexible hoursPeachtree Planning
Knoxville, TN12 days ago- ...purpose, ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’re a company that invests in your success. About the Role...Full time
Bankers Life
Knoxville, TN12 hours ago $135k - $150k
...Wealth Advisor (Knoxville) TMG’s Wealth Advisor role offers a unique opportunity to make a meaningful impact on our clients’ financial lives while advancing your career in a dynamic entrepreneurial and collaborative team environment. As the trusted advisor, you will provide...Temporary workThe Mather Group, LLC
Knoxville, TN3 days ago- Company Description Peachtree Planning provides comprehensive financial guidance to individuals, families, and business owners, helping them create and maintain personalized strategies to maximize their time, money, and long-term impact. The firm serves clients at all stages...Full time
$50k
Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business...Work at officeHome officeFlexible hours- ...Financial Advisor At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to...Local areaImmediate startRemote work
$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a...Full timeContract workFor contractorsWork at office- ...Description Job Description Why We Exist At The Trust Company of Tennessee, we believe everyone can live confidently and reach their financial goals. Would you like to be part of a team that works with individuals, families, businesses, and foundations to identify what...
The Trust Company of Tennessee
Knoxville, TNa month ago - ...Financial Advisor At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring...Work at office
$43.89k - $150k
...that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications... ...section of the system. Job Description At Regions, the Financial Advisor establishes a portfolio of bank customers based on...Full timeTemporary workLocal areaFlexible hours$58k - $65k
...Financial Counselor Opportunity 21st Mortgage Corporation is seeking a Financial Counselor to join our team. This position offers an exceptional entry point into the mortgage industry and provides opportunities for long-term career growth. After completing a comprehensive...- Who Are We? Stand Out For Good, Inc. is a rapidly growing women's fashion company with 5 unique brands, in 130+ locations, across 38 states. Our stores feel like a sanctuary - a place of beauty from the inside out. From welcoming experiences and warm associates to thoughtfully...Part timeInternshipLocal areaHome office
Altar'd State
Knoxville, TN12 hours ago - ...working directly alongside the CEO. The majority of this role — roughly 75% to 90% of the work — is comprehensive wealth advisory: financial planning, client meetings, preparation and follow-through, and the ongoing service that sustains long‑term relationships with...Work at office
Seven Springs Wealth Group LLC
Knoxville, TN4 days ago - ...People are looking for individualized financial advice they can trust. They need your help, and they are everywhere. That means you can build your Modern Woodmen business right where you are. At Modern Woodmen of America, we have passion and purpose. We believe in what...Flexible hours
Modern Woodmen
Knoxville, TN4 days ago $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 from...Full timeInternshipLocal areaFlexible hours- ...trusted guidance while supporting a digital-first approach. You will provide exemplary service and actively help clients meet their financial goals. Open new consumer and business accounts, process basic transactions, and educate clients on digital tools. Collaborate...
U.S. Bank
Knoxville, TN23 hours ago - ...referral partners Guide borrowers through the loan application process and provide clear, timely communication Analyze borrower financials to recommend appropriate loan products Ensure all loan files meet federal, state, and investor compliance requirements...Remote workFlexible hours
West Capital Lending
Knoxville, TN4 days ago $20 - $23 per hour
...Banker At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition...Temporary workLocal area- ...on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Will...Temporary workWork at officeNight shiftWeekend work
$49.4k
...Business Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial...Full timeWork at officeFlexible hours- ...We are seeking an experienced AWS Application Security Analyst to support application security initiatives within a large-scale financial services environment. This role will partner closely with software development, cloud, DevOps, and cybersecurity teams to identify...Permanent employmentFull timeLocal area
System One
Knoxville, TN22 days ago - ...Rotating Saturdays 9-1 SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively...Temporary workWork at officeMonday to Friday
- A financial institution in Knoxville, TN, is seeking a Relationship Manager to drive new customer prospects and manage loan applications. The ideal candidate has a strong background in banking or sales lending, with at least 5 years of experience. Responsibilities include...
- Role Overview The Relationship Banker is a trusted advisor responsible for engaging clients in consultative conversations to understand their financial goals and recommend tailored solutions. They actively promote and sell bank products and services, deepen client relationships...Work at office
- ...for any new position.** Acknowledge ( **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates...Work at officeShift workWeekend workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
Related searches
- financial advisor training program Knoxville, TN
- financial consultant Knoxville, TN
- financial associate Knoxville, TN
- jde finance consultant Knoxville, TN
- financial planner Knoxville, TN
- wealth advisor Knoxville, TN
- financial planning administrator Knoxville, TN
- financial planning assistant Knoxville, TN
- estate planning consultant Knoxville, TN
- financial advisor development program Knoxville, TN