Wealth Planning Advisor

WealthBridge Financial Group; Headland (AL); On-site; USD 50,000 - 85,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Career growth & training

Job summary

WealthBridge Financial Group is seeking a dedicated Financial Consultant to develop personalized financial plans for clients, guiding them through investment choices and long-term goals.

You will analyze investment strategies, assess risk, retirement planning, and tax optimization while strengthening client relationships and expanding WealthBridge's client base through trusted advice.

Join a team committed to integrity, innovation, and excellence in service.

Qualifications

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

Responsibilities

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

Skills

Analytical thinking

Communication skills

Interpersonal skills

Relationship building

Education

Bachelor's degree in finance or related field

Tools

Financial planning software

Job description

WealthBridge Financial Group is seeking a dedicated Financial Consultant to develop personalized financial plans for clients, guiding them through investment choices and long-term goals.

You will analyze investment strategies, assess risk, retirement planning, and tax optimization while strengthening client relationships and expanding WealthBridge's client base through trusted advice.

Join a team committed to integrity, innovation, and excellence in service.