Financial Consultant: Personal Plans & Client Growth

WealthBridge Financial Group; Meridianville (AL); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health coverage

401(k) with match

Life and 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 for clients, guiding them through complex decisions and helping them reach long-term goals.

The role requires strong analytical and communication skills, the ability to build lasting client relationships, and familiarity with financial planning software and investment products.

Qualifications

• Bachelor's degree in finance, economics, or related field.
• Previous experience in financial consulting or similar role 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 financial decisions and long-term objectives.
• Conduct comprehensive financial analyses including investments, risk management, retirement planning, and tax optimization.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationship management

Investment products 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 in Alabama. You will develop personalized financial plans for clients, guiding them through complex decisions and helping them reach long-term goals.

The role requires strong analytical and communication skills, the ability to build lasting client relationships, and familiarity with financial planning software and investment products.