Financial Consultant: Client Impact, Planning & Growth

WealthBridge Financial Group; Birmingham (AL); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life & disability insurance

Wellness resources

Career growth

Job summary

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

You will conduct comprehensive analyses, including investments, risk management, retirement planning, and tax optimization. The ideal candidate has a solid understanding of financial products and services and a passion for helping clients achieve their goals.

Qualifications

• Bachelor's degree in finance, economics, or a related field.
• 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 financial decisions to reach long‑term objectives.
• Conduct comprehensive financial analyses including investments, risk management, retirement planning, and tax optimization.

Skills

Analytical skills

Communication skills

Interpersonal skills

Relationship building

Investment knowledge

Education

Bachelor's degree in finance/economics or related field

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 for clients, guide them through financial decisions, and help them reach long‑term objectives.

You will conduct comprehensive analyses, including investments, risk management, retirement planning, and tax optimization. The ideal candidate has a solid understanding of financial products and services and a passion for helping clients achieve their goals.