Financial Planning Consultant | Wealth & Retirement Strategy

WealthBridge Financial Group; Prattville (AL); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company 匹配

Life and disability insurance

Wellness programs and mental health

Job summary

WealthBridge Financial Group is seeking a dedicated Financial Consultant to develop personalized financial plans for clients and guide them through their financial decisions. You will conduct comprehensive analyses including investments, risk management, retirement planning, and tax optimization.

The ideal candidate will have a solid understanding of financial products, strong analytical skills, and a passion for helping clients achieve their financial goals.

Qualifications

• Bachelor's degree in finance, economics, or a related field.
• Experience in financial consulting or 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 and long-term objectives.
• Conduct comprehensive financial analyses including investments, risk, retirement planning, and tax optimization.

Skills

Analytical thinking

Problem solving

Communication

Interpersonal skills

Relationship building

Education

Bachelor's degree in finance/economics

Tools

Financial planning software

Job description

WealthBridge Financial Group is seeking a dedicated Financial Consultant to develop personalized financial plans for clients and guide them through their financial decisions. You will conduct comprehensive analyses including investments, risk management, retirement planning, and tax optimization.

The ideal candidate will have a solid understanding of financial products, strong analytical skills, and a passion for helping clients achieve their financial goals.