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

WealthBridge Financial Group; Loachapoka (AL); On-site; USD 55,000 - 90,000; 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 firm in Alabama is seeking a dedicated Financial Consultant. This role involves developing personalized financial plans, guiding clients in their financial decisions, and conducting thorough financial analyses. Ideal candidates will have a finance-related degree, strong communication skills, and experience in financial consulting. The company emphasizes integrity, innovation, and excellence, offering comprehensive health coverage, a 401(k) plan, and career development opportunities.

Qualifications

• Prerequisite includes a Bachelor's degree in finance or similar.
• Preferred previous experience in financial consulting or similar roles.
• Strong analytical and problem-solving abilities are crucial.

Responsibilities

• Develop personalized financial plans for clients.
• Conduct comprehensive financial analyses including investments and retirement planning.
• Guide clients through financial decisions and objectives.

Skills

Analytical skills

Interpersonal skills

Communication skills

Problem-solving skills

Education

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

Tools

Financial planning software

Job description

A financial services firm in Alabama is seeking a dedicated Financial Consultant. This role involves developing personalized financial plans, guiding clients in their financial decisions, and conducting thorough financial analyses. Ideal candidates will have a finance-related degree, strong communication skills, and experience in financial consulting. The company emphasizes integrity, innovation, and excellence, offering comprehensive health coverage, a 401(k) plan, and career development opportunities.