Financial Planning Advisor - Client Impact & Growth

WealthBridge Financial Group; Auburn (AL); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life insurance

Wellness programs

Training opportunities

Job summary

WealthBridge Financial Group seeks a dedicated Financial Consultant to join our team. You will develop personalized financial plans for clients, guide them through financial decisions, and help them reach long-term objectives.

You will conduct comprehensive analyses of investments, risk management, retirement planning, and tax optimization, using trusted planning software to build strong client relationships and expand the firm's advisory services.

Qualifications

• Bachelor's degree in finance, economics, or related field.
• Experience in financial consulting or similar role preferred.
• Strong analytical and problem-solving skills.
• 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 to reach goals.
• Perform comprehensive financial analyses including investments, risk, retirement, and tax optimization.
• Leverage planning software to support recommendations and client communications.

Skills

Analytical thinking

Communication skills

Interpersonal skills

Relationship building

Education

Bachelor's degree in finance or economics

Tools

Financial planning software

Job description

WealthBridge Financial Group seeks a dedicated Financial Consultant to join our team. You will develop personalized financial plans for clients, guide them through financial decisions, and help them reach long-term objectives.

You will conduct comprehensive analyses of investments, risk management, retirement planning, and tax optimization, using trusted planning software to build strong client relationships and expand the firm's advisory services.