Wealth Planner & Financial Strategy Consultant

WealthBridge Financial Group; Cottondale (AL); Sur place; USD 70 000 - 95 000; Plein temps

Avantages offerts par ce poste

Health coverage

401(k) match

Life insurance

Disability insurance

Wellness resources

Career growth

Résumé du poste

WealthBridge Financial Group in Alabama is seeking a dedicated Financial Consultant to develop personalized financial plans for clients, guiding them through decisions and helping them reach long-term objectives.

You will conduct comprehensive analyses of investments, risk management, retirement planning, and tax optimization, leveraging your knowledge of financial products and planning software to enhance client relationships and expand the firm'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.

Responsabilités

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

Connaissances

Analytical skills

Problem-solving

Communication skills

Interpersonal skills

Relationship building

Financial planning software

Formation

Bachelor's degree in finance/economics

Outils

Financial planning software

Investment products

Description du poste

WealthBridge Financial Group in Alabama is seeking a dedicated Financial Consultant to develop personalized financial plans for clients, guiding them through decisions and helping them reach long-term objectives.

You will conduct comprehensive analyses of investments, risk management, retirement planning, and tax optimization, leveraging your knowledge of financial products and planning software to enhance client relationships and expand the firm's client base.