Personal Finance Planner & Investment Advisor

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

Benefits offered by this job

Health coverage

401(k) with company match

Life & disability insurance

Wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a dedicated Financial Consultant to develop personalized financial plans for clients and guide them through important decisions to reach long-term goals.

You will conduct comprehensive analyses, assess investment strategies, manage risk, plan retirement, and optimize taxes while building strong client relationships and expanding WealthBridge's client base.

Qualifications

• Bachelor's degree in finance, economics, or a related field.
• Previous experience in financial consulting or a 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 financial decisions to meet long‑term goals.
• Conduct comprehensive financial analyses including investments, risk, retirement, and tax optimization.

Skills

Analytical skills

Communication

Interpersonal skills

Client relationship management

Financial planning software

Investment products

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 important decisions to reach long-term goals.

You will conduct comprehensive analyses, assess investment strategies, manage risk, plan retirement, and optimize taxes while building strong client relationships and expanding WealthBridge's client base.