Client-Focused Financial Planner & Advisor

WealthBridge Financial Group; Vance (AL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life Insurance

Disability Insurance

Wellness programs

Training opportunities

Job summary

WealthBridge Financial Group is seeking a dedicated Financial Consultant to join our team in Alabama. You will develop personalized financial plans, guide clients through their financial decisions, and help them reach long-term objectives with a client-first approach.

The ideal candidate has a solid understanding of financial products, strong analytical and communication skills, and the ability to build lasting relationships.

Qualifications

• 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.

Responsibilities

• Develop personalized financial plans for clients.
• Guide clients through their financial decisions and help reach long-term goals.
• Conduct comprehensive financial analyses, including investments, risk management, retirement planning, and tax optimization.
• Grow client relationships and expand the client base.

Skills

Analytical skills

Communication skills

Interpersonal skills

Relationship building

Investment knowledge

Risk management

Tax optimization knowledge

Education

Bachelor's degree in finance or economics

Tools

Financial planning software

CRM software

Job description

WealthBridge Financial Group is seeking a dedicated Financial Consultant to join our team in Alabama. You will develop personalized financial plans, guide clients through their financial decisions, and help them reach long-term objectives with a client-first approach.

The ideal candidate has a solid understanding of financial products, strong analytical and communication skills, and the ability to build lasting relationships.