Wealth Planning Advisor

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

Benefits offered by this job

Top-tier health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a Financial Consultant to develop personalized financial plans and guide clients through complex financial decisions. You will perform analyses across investments, retirement, and tax optimization while building strong client relationships.

The ideal candidate will have a solid understanding of financial products and a passion for helping clients achieve their goals, contributing to the growth of WealthBridge's client base and overall success.

Qualifications

• Bachelor's degree in finance, economics, or a related field.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to build and maintain relationships with clients.

Responsibilities

• Develop personalized financial plans for clients.
• Conduct comprehensive financial analyses including investments, retirement planning, and tax optimization.
• Guide clients through their financial decisions to achieve long-term goals.

Skills

Analytical thinking

Communication

Relationship building

Problem solving

Education

Bachelor's degree in finance/economics

Tools

Financial planning software

Job description

WealthBridge Financial Group is seeking a Financial Consultant to develop personalized financial plans and guide clients through complex financial decisions. You will perform analyses across investments, retirement, and tax optimization while building strong client relationships.

The ideal candidate will have a solid understanding of financial products and a passion for helping clients achieve their goals, contributing to the growth of WealthBridge's client base and overall success.