Financial Consultant – Wealth Planning & Retirement

WealthBridge Financial Group; Notasulga (AL); On-site; USD 55,000 - 75,000; 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 develop personalized financial plans for clients and guide their financial decisions.

You will conduct analyses of investment strategies, retirement planning, and tax optimization to help clients reach long-term objectives and strengthen relationships. Join a team committed to integrity, innovation, and excellence in service.

Qualifications

• Bachelor's degree requirement in finance, economics, or related field.
• Experience in financial consulting or similar role preferred.
• Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills.
• Ability to build and maintain client relationships.
• 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 investment strategies, retirement planning, and tax optimization.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationship building

Education

Bachelor's degree in finance, economics, or related field

Tools

Financial planning software

Investment products knowledge

Job description

WealthBridge Financial Group is seeking a dedicated Financial Consultant to develop personalized financial plans for clients and guide their financial decisions.

You will conduct analyses of investment strategies, retirement planning, and tax optimization to help clients reach long-term objectives and strengthen relationships. Join a team committed to integrity, innovation, and excellence in service.