Wealth Planner & Investment Strategist

WealthBridge Financial Group; Millbrook (AL); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Career growth and training

Job summary

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

You will analyze investments, risk, retirement, and tax strategies, build strong client relationships, and leverage financial planning software to optimize outcomes. This role emphasizes integrity, client service excellence, and growth opportunities within a collaborative team.

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 reach long-term objectives.
• Conduct comprehensive financial analyses across investments, risk, retirement and tax optimization.
• Leverage financial planning software to optimize client outcomes.

Skills

Analytical skills

Communication

Relationship building

Financial planning software

Education

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

Job description

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

You will analyze investments, risk, retirement, and tax strategies, build strong client relationships, and leverage financial planning software to optimize outcomes. This role emphasizes integrity, client service excellence, and growth opportunities within a collaborative team.