Financial Consultant

WealthBridge Financial Group

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

Apply

Vacancy posted 1 day ago

Similar jobs that could be interesting for youBased on the Financial Consultant in Knoxville, TN vacancy

Financial Consultant
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...
Suggested
WealthBridge Financial Group
Knoxville, TN
5 days ago
Financial Consultant
...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...
Suggested
Flexible hours
Night shift
UT Federal Credit Union
Knoxville, TN
11 days ago
Relationship Banker
...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...
Suggested
Full time
Temporary work
Work at office
Monday to Friday
First Horizon Bank
Knoxville, TN
5 days ago
Financial Advisor
$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...
Suggested
Contract work
Work at office
Flexible hours
Peachtree Planning
Knoxville, TN
more than 2 months ago
College Financial Representative, Internship Program
$1,000 per month
...Northwestern Mutual College Financial Representative Internship 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...
Suggested
Full time
Contract work
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual Life Insurance Company
Knoxville, TN
4 days ago
Financial Advisor
A Financial Representative at Northwestern Mutual Knoxville helps their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from...
Northwestern Mutual - Knoxville
Knoxville, TN
2 days ago
US Experienced Financial Advisor
$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 office
Home office
Flexible hours
Edward Jones
Knoxville, TN
3 days ago
Financial Advisor
$43.89k - $150k
Job Description At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives... ...Preferences Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist Two (2) years of Financial...
Full time
Temporary work
Local area
Flexible hours
Cetera Financial Group
Knoxville, TN
4 days ago
Financial Advisor
$61k - $119k
Education 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 financial representative...
Full time
Contract work
For contractors
Work at office
Northwestern Mutual
Knoxville, TN
1 day ago
Financial Counselor
$58k - $65k
## Financial CounselorApplylocations: Knoxville, TNtime type: Full timeposted on: Posted 30+ Days Agojob requisition id: JR117630**21st Mortgage Corporation** is seeking a **Financial Counselor** to join our team. This position offers an exceptional **entry point** into...
Clayton Homes (New)
Knoxville, TN
1 day ago
Financial Advisor
$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 meeting...
Full time
Temporary work
Local area
Flexible hours
Regions Financial Corporation
Knoxville, TN
4 days ago
Financial/Wealth Planner
...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, TN
16 days ago
Relationship Banker - Asheville - Knoxville Market - Bilingual Spanish Required
...applying 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,...
Work at office
Shift work
Weekend work
Day shift
Bank of America
Knoxville, TN
3 days ago
Financial Advisor - Entry Level
...Foote Region at Modern Woodmen of America is ready to add a new Financial Advisor to our team. We are a dedicated group of driven,... ...his community engagement. Role Responsibilities: Member Consultation: Meet with client members to assess their insurance needs and...
Local area
Work from home
Flexible hours
Foote Region - Modern Woodmen of America
Knoxville, TN
18 days ago
Commercial Banking Relationship Manager
...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...
SmartBank
Knoxville, TN
4 days ago
Teller
...ROTATING SATURDAY 8:30AM-1:00PM SUMMARY Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail banking environment. Often serving as the first point of contact to the client, may have responsibility for...
Full time
Work at office
Night shift
First Horizon Bank
Knoxville, TN
5 days ago
Teller / Bank Teller - Nights
...WORK AT MULITPLE BANKING CENTERS. SUMMARY Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail banking environment. Often serving as the first point of contact to the client, may have responsibility for...
Full time
Work at office
Night shift
First Horizon Bank
Knoxville, TN
5 days ago
IT Security Analyst - UTIA Information Technology Services
$73k - $80k
This position supports the University of Tennessee Institute of Agriculture IT Security Program by protecting institutional data, IT assets, networks, and users in Knoxville and across the state. Reporting to the Chief Information Security Officer, the IT Security Analyst...
Full time
Socket
Knoxville, TN
2 days ago
College Financial Representative, Internship Program - 2026-26578 - Woodland Hls, California
$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 time
Internship
Local area
Flexible hours
Northwestern Mutual
Knoxville, TN
2 days ago
College Financial Representative, Internship Program
$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 time
Internship
Local area
UNAVAILABLE
Knoxville, TN
2 days ago
PYA Waltman Financial Planning Associate - Summer 2027
...Job Description Job Description Job Summary: PYA Waltman Capital, LLC is seeking a Financial Planning Associate to join its growing team in Summer 2027 . The Financial Planning Associate provides technical and client service support to higher level advisors and...
Summer work
Work at office
PYA P C
Knoxville, TN
21 days ago
Senior FP&A Analyst
...Develop, maintain, and analyze monthly, quarterly, and annual financial forecasts, budgets, and long-range strategic plans. Prepare detailed... ...and manage relationships with external OneStream support and consultants. Train and support FP&A and accounting teams on best practices...
ATC
Knoxville, TN
2 days ago
Sr FP&A Analyst
...live our purpose: We exist to unleash freedom for pet parents by keeping their pets happy, healthy and safe. Position Summary This Financial Planning & Analysis Senior Analyst role is an integral part of the planning and analysis function. Reporting to the VP of FP&A,...
Full time
Contract work
Summer work
Work at office
Night shift
Kurgo
Knoxville, TN
5 days ago
Loan Officer
$250k
Job Title PRMG is Built by Originators for Originators. There is a reason why PRMG is consistently voted one of the best places to work. We focus on the areas that make an Originator successful and have an unmatched Culture. We look forward to helping you succeed as...
Work at office
Home office
PRMG
Knoxville, TN
1 day ago
Remote Loan Processor
...applications, guiding clients through the loan process, and providing exceptional customer service. Responsibilities include evaluating financial documents, coordinating with underwriters, and ensuring compliance with regulatory and company requirements. The role also...
Full time
Remote work
Teksky LLC
Knoxville, TN
3 days ago
Loan Processor (Work from Home)
...this role, you will evaluate and process loan applications. Your responsibilities will include interviewing applicants to gather financial information, evaluating creditworthiness, and completing loan contracts. The ideal candidate has excellent communication and customer...
Full time
Work from home
Flexible hours
First Choice Lending Inc
Knoxville, TN
4 days ago
Remote Loan Processor
...Successful Candidate Attributes: • Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3-5 units per month...
Remote work
Caliver Beach Mortgage
Knoxville, TN
2 days ago
Relationship Banker - Asheville - Knoxville Market - Bilingual Spanish Required
...Bank Of America Job Opportunity 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, communities, and shareholders...
Work at office
Shift work
Weekend work
Day shift
Bank of America
Knoxville, TN
3 days ago
Loan Processor
...Loan File Manager Job Locations: Jacksonville, FL or Knoxville, TN - On-Site or Hybrid Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. We are seeking a highly motivated and skilled Loan File Manager...
Work experience placement
Work at office
Local area
Triad Financial
Knoxville, TN
1 day ago
Cash Management Services Teller
...nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US. Loomis prides itself on providing employees with opportunities for career...
Full time
Flexible hours
Shift work
Loomis US
Knoxville, TN
21 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!