Financial Consultant: Personal Wealth Planner

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

Benefits offered by this job

Health insurance

401(k) with company match

Life and disability insurance

Wellness programs

Job summary

WealthBridge Financial Group is seeking a dedicated Financial Consultant to develop personalized financial plans for clients and guide them through financial decisions. You will conduct analyses covering investments, risk management, retirement planning, and tax optimization to help clients reach long-term goals.

The ideal candidate possesses strong analytical skills, excellent communication, and a passion for helping clients achieve financial well-being.

Qualifications

• Bachelor's degree in finance, economics, or a related field.
• Experience in financial consulting or a 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 help reach long-term objectives.
• Conduct comprehensive financial analyses including investment strategies, risk management, and retirement planning.

Skills

Analytical skills

Problem solving

Communication

Interpersonal skills

Client relationships

Financial planning software

Investment products

Education

Bachelor's degree in finance or related field

Job description

WealthBridge Financial Group is seeking a dedicated Financial Consultant to develop personalized financial plans for clients and guide them through financial decisions. You will conduct analyses covering investments, risk management, retirement planning, and tax optimization to help clients reach long-term goals.

The ideal candidate possesses strong analytical skills, excellent communication, and a passion for helping clients achieve financial well-being.