Financial Consultant: Personal Wealth Planning & Guidance

WealthBridge Financial Group; Fairhope (AL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health coverage

401(k) plan

Life & disability insurance

Wellness programs

Training & growth

Job summary

WealthBridge Financial Group is seeking a dedicated Financial Consultant to create personalized financial plans for clients and guide them through decisions affecting long-term security. You will analyze investments, risk, retirement planning, and tax optimization to help clients reach their goals.

Ideal candidates will have a solid understanding of financial products and services and a passion for client success, with a focus on building strong relationships and expanding WealthBridge's client

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 options.
• Help clients reach long-term financial objectives.
• Conduct comprehensive financial analyses including investments, risk management, retirement planning, and tax optimization.

Skills

Analytical skills

Communication skills

Interpersonal skills

Financial planning software knowledge

Investment products knowledge

Education

Bachelor's degree in finance/economics/related field

Job description

WealthBridge Financial Group is seeking a dedicated Financial Consultant to create personalized financial plans for clients and guide them through decisions affecting long-term security. You will analyze investments, risk, retirement planning, and tax optimization to help clients reach their goals.

Ideal candidates will have a solid understanding of financial products and services and a passion for client success, with a focus on building strong relationships and expanding WealthBridge's client