Strategic Financial Planner & Client Advisor

WealthBridge Financial Group; Northport (AL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Top-tier health coverage including…

401(k) retirement plan with company 
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Life and disability insurance

Wellness programs and mental health

Career growth and ongoing training

Job summary

WealthBridge Financial Group seeks a dedicated Financial Consultant to develop personalized financial plans and guide clients toward long-term goals. You will perform analyses across investments, risk management, retirement planning, and tax optimization.

The ideal candidate has strong analytical skills, excellent communication, and a passion for helping clients achieve their financial objectives. Join a firm committed to integrity and service excellence.

Qualifications

• Bachelor's degree in finance, economics, or related field.
• Previous experience in financial consulting or similar role preferred.
• Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills.
• Ability to build and maintain client relationships.
• Familiarity with financial planning software and investment products.

Responsibilities

• Develop personalized financial plans for clients.
• Guide clients through financial decisions to reach goals.
• Conduct comprehensive financial analyses of investments, risk, and retirement planning.
• Assist with tax optimization strategies for clients.

Skills

Analytical thinking

Problem-solving

Communication skills

Interpersonal skills

Client relationship building

Education

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

Tools

Financial planning software

Investment products knowledge

Job description

WealthBridge Financial Group seeks a dedicated Financial Consultant to develop personalized financial plans and guide clients toward long-term goals. You will perform analyses across investments, risk management, retirement planning, and tax optimization.

The ideal candidate has strong analytical skills, excellent communication, and a passion for helping clients achieve their financial objectives. Join a firm committed to integrity and service excellence.