Financial Planning Advisor - Retirement & Tax Strategy

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

Benefits offered by this job

Health insurance

401(k) plan

Life & disability insurance

Wellness programs

Training & growth

Job summary

WealthBridge Financial Group seeks a dedicated Financial Consultant to tailor personalized financial plans and guide clients toward long-term objectives. You will perform analyses of investments, risk management, retirement planning, and tax optimization to build strong client relationships.

Join a team committed to integrity, innovation, and excellence in service, helping individuals and families improve their financial well-being through thoughtful planning and ongoing client support.

Qualifications

• Bachelor's degree in finance, economics, or a related field.
• Previous experience in financial consulting 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 and tailor advice to individual goals.
• Guide clients through financial decisions and long-term objectives.
• Conduct comprehensive financial analyses, including investment strategies, risk management, retirement planning, and tax optimization.

Skills

Analytical skills

Communication skills

Interpersonal skills

Financial planning knowledge

Relationship building

Education

Bachelor's degree in finance/economics

Tools

Financial planning software

Job description

WealthBridge Financial Group seeks a dedicated Financial Consultant to tailor personalized financial plans and guide clients toward long-term objectives. You will perform analyses of investments, risk management, retirement planning, and tax optimization to build strong client relationships.

Join a team committed to integrity, innovation, and excellence in service, helping individuals and families improve their financial well-being through thoughtful planning and ongoing client support.