Financial Planning Consultant | 401(k) Match & Benefits

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

Benefits offered by this job

Top-tier health coverage including medical, dental, and vision

401(k) retirement plan with company match

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a Financial Consultant to develop personalized financial plans for clients in Dothan, Alabama. Responsibilities include guiding clients through financial decisions and conducting financial analyses, including investment strategies and tax optimization. Ideal candidates possess a Bachelor's degree in finance and have prior experience in financial consulting. The role offers top-tier health coverage, a 401(k) retirement plan, and career growth opportunities.

Qualifications

• Previous experience in financial consulting or a similar role is preferred.
• Solid understanding of financial products and services.
• Passion for helping clients achieve their financial goals.

Responsibilities

• Develop personalized financial plans for clients.
• Guide clients through their financial decisions.
• Conduct comprehensive financial analyses, including risk management.

Skills

Strong analytical and problem-solving skills

Excellent communication and interpersonal skills

Ability to build and maintain relationships with clients

Education

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

Tools

Financial planning software

Investment products

Job description

WealthBridge Financial Group is seeking a Financial Consultant to develop personalized financial plans for clients in Dothan, Alabama. Responsibilities include guiding clients through financial decisions and conducting financial analyses, including investment strategies and tax optimization. Ideal candidates possess a Bachelor's degree in finance and have prior experience in financial consulting. The role offers top-tier health coverage, a 401(k) retirement plan, and career growth opportunities.