Financial Planner & Client Wealth Strategist (401(k) Match)

WealthBridge Financial Group; Birmingham (AL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company match

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

A financial services company in Birmingham, Alabama, is seeking a dedicated Financial Consultant to develop personalized financial plans, guide clients through their financial decisions, and conduct comprehensive financial analyses. The ideal candidate will have a Bachelor's degree in finance or economics, possess strong analytical and communication skills, and a passion for helping clients achieve their financial goals. This role offers opportunities for career growth and extensive benefits, including top-tier health coverage and a 401(k) retirement plan.

Qualifications

• Understanding of financial products and services.
• Passion for helping clients achieve financial goals.
• Preferred previous experience in financial consulting.

Responsibilities

• Develop personalized financial plans for clients.
• Guide clients through their financial decisions.
• Conduct comprehensive financial analyses.

Skills

Analytical skills

Problem-solving 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

A financial services company in Birmingham, Alabama, is seeking a dedicated Financial Consultant to develop personalized financial plans, guide clients through their financial decisions, and conduct comprehensive financial analyses. The ideal candidate will have a Bachelor's degree in finance or economics, possess strong analytical and communication skills, and a passion for helping clients achieve their financial goals. This role offers opportunities for career growth and extensive benefits, including top-tier health coverage and a 401(k) retirement plan.