Trusted Financial Consultant & Wealth Planner

WealthBridge Financial Group; Trussville (AL); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Career development

Job summary

WealthBridge Financial Group is seeking a dedicated Financial Consultant to craft personalized financial plans and guide clients through their financial decisions. You will conduct analyses across investments, risk management, retirement planning, and tax optimization, aiming to help clients reach long-term goals.

The ideal candidate has a passion for client success, strong communication, and the ability to expand WealthBridge's client base through trusted relationships.

Qualifications

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

Responsibilities

• Develop personalized financial plans for clients.
• Guide clients through financial decisions and goal setting.
• Conduct comprehensive analyses including investments, risk management, retirement planning, and tax optimization.

Skills

Analytical skills

Problem-solving

Communication

Interpersonal skills

Investment knowledge

Education

Bachelor's degree in finance/economics

Tools

Financial planning software

Investment products knowledge

Job description

WealthBridge Financial Group is seeking a dedicated Financial Consultant to craft personalized financial plans and guide clients through their financial decisions. You will conduct analyses across investments, risk management, retirement planning, and tax optimization, aiming to help clients reach long-term goals.

The ideal candidate has a passion for client success, strong communication, and the ability to expand WealthBridge's client base through trusted relationships.