Strategic Wealth Planner & Advisor

WealthBridge Financial Group; Montgomery (AL); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life & disability insurance

Wellness programs

Training & development

Job summary

WealthBridge Financial Group seeks a dedicated Financial Consultant to join our team. You will develop personalized financial plans for clients, guiding them through their financial decisions and helping them reach long-term objectives.

You will conduct comprehensive analyses across investments, risk management, retirement planning, and tax optimization, leveraging our tools to enhance client relationships and grow the client base.

Qualifications

• Bachelor's degree and strong analytical abilities.
• Previous experience in financial consulting preferred.
• Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills.
• Familiarity with financial planning software and investment products.

Responsibilities

• Develop personalized financial plans for clients.
• Guide clients through financial decisions and help them reach long-term objectives.
• Conduct comprehensive financial analyses including investments, risk management, retirement planning, and tax optimization.
• Build and maintain client relationships to expand WealthBridge's client base.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationship management

Financial planning software

Investment products

Education

Bachelor's degree in finance or economics

Tools

Financial planning software

Job description

WealthBridge Financial Group seeks a dedicated Financial Consultant to join our team. You will develop personalized financial plans for clients, guiding them through their financial decisions and helping them reach long-term objectives.

You will conduct comprehensive analyses across investments, risk management, retirement planning, and tax optimization, leveraging our tools to enhance client relationships and grow the client base.