Client-Focused Financial Planner with 401(k) Match

WealthBridge Financial Group; Northport (AL); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life & disability insurance

Wellness programs

Training & growth

Job summary

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

Responsibilities include conducting comprehensive analyses of investments, risk management, retirement planning, and tax optimization while building strong client relationships and expanding the firm’s advisory services.

Qualifications

• Bachelor's degree in finance, economics or related field.
• Experience in financial consulting preferred.
• Knowledge of financial planning software and investment products.

Responsibilities

• Develop personalized financial plans for clients.
• Guide clients through financial decisions and long-term objectives.
• Conduct comprehensive analyses of investments, risk management, and retirement planning.
• Address tax optimization for clients.

Skills

Analytical skills

Communication skills

Relationship building

Education

Bachelor's in finance/economics

Tools

Financial planning software

Job description

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

Responsibilities include conducting comprehensive analyses of investments, risk management, retirement planning, and tax optimization while building strong client relationships and expanding the firm’s advisory services.