Client-Focused Financial Planner & Advisor

WealthBridge Financial Group; Opelika (AL); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life & disability insurance

Wellness programs

Career training

Job summary

WealthBridge Financial Group seeks a dedicated Financial Consultant to develop personalized financial plans for clients and guide their financial decisions toward long-term goals.

You will perform comprehensive analyses of investments, retirement planning, tax optimization, and risk management, leveraging your knowledge of financial products to enhance client relationships and expand the client base.

Qualifications

• Bachelor's degree in finance, economics, or related field.
• Preferred experience in financial consulting or similar role.
• Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills.

Responsibilities

• Develop personalized financial plans for clients and guide their decisions.
• Conduct comprehensive financial analyses on investments, retirement, and taxes.
• Help clients achieve long-term financial objectives and grow client base.
• Build and maintain client relationships with integrity and service focus.

Skills

Analytical skills

Communication skills

Client relationships

Investment products knowledge

Education

Bachelor's degree in finance or economics

Tools

Financial planning software

Job description

WealthBridge Financial Group seeks a dedicated Financial Consultant to develop personalized financial plans for clients and guide their financial decisions toward long-term goals.

You will perform comprehensive analyses of investments, retirement planning, tax optimization, and risk management, leveraging your knowledge of financial products to enhance client relationships and expand the client base.