Financial Planning Consultant | 401(k) Match & Benefits

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

Benefits offered by this job

Top-tier health coverage including medical, dental, and vision plans for dependents

401(k) retirement plan with company match

Life and disability insurance

Employee wellness programs and mental health resources

Career growth opportunities and ongoing training support

Job summary

WealthBridge Financial Group is looking for a dedicated Financial Consultant to develop personalized financial plans for clients in Huntsville, Alabama. This role involves guiding clients through their financial decisions while conducting comprehensive analyses including investment strategies and risk management.

The ideal candidate will have a Bachelor's degree and experience in financial consulting, with excellent communication skills to enhance client relations. The position offers competitive health coverage and retirement options.

Qualifications

• Solid understanding of financial products and services.
• Previous experience in financial consulting or a similar role.
• Ability to build and maintain relationships with clients.

Responsibilities

• Develop personalized financial plans for clients.
• Conduct comprehensive financial analyses and assessments.
• Guide clients through financial decisions and objectives.

Skills

Analytical skills

Communication skills

Interpersonal skills

Problem-solving skills

Relationship management

Education

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

Tools

Financial planning software

Investment products knowledge

Job description

WealthBridge Financial Group is looking for a dedicated Financial Consultant to develop personalized financial plans for clients in Huntsville, Alabama. This role involves guiding clients through their financial decisions while conducting comprehensive analyses including investment strategies and risk management.

The ideal candidate will have a Bachelor's degree and experience in financial consulting, with excellent communication skills to enhance client relations. The position offers competitive health coverage and retirement options.