Financial Planner & Investment Advisor

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

Benefits offered by this job

Health coverage

401(k) retirement plan with company a

Life and disability insurance

Employee wellness programs and mental

Job summary

WealthBridge Financial Group seeks a driven Financial Consultant to create tailored financial plans for clients and guide their decisions. You will analyze investments, risk, retirement, and tax optimization to help families achieve long-term security. The role emphasizes client relationships, integrity, and practical financial advice.

Join a team committed to excellence and ongoing professional growth, with access to leading planning tools and a supportive work environment in Hoover, AL.

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.
• Conduct comprehensive financial analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization.

Skills

Analytical skills

Communication skills

Relationship building

Interpersonal skills

Education

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

Tools

Financial planning software

Job description

WealthBridge Financial Group seeks a driven Financial Consultant to create tailored financial plans for clients and guide their decisions. You will analyze investments, risk, retirement, and tax optimization to help families achieve long-term security. The role emphasizes client relationships, integrity, and practical financial advice.

Join a team committed to excellence and ongoing professional growth, with access to leading planning tools and a supportive work environment in Hoover, AL.