Wealth Planning Advisor

WealthBridge Financial Group; Wetumpka (AL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Top-tier health coverage including med

401(k) with company match

Life and disability insurance

Wellness programs

Career growth opportunities

Job summary

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

This role involves conducting comprehensive analyses of investments, risk management, retirement planning, and tax optimization, leveraging expertise to enhance client relationships and expand the 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.

Responsibilities

• Develop personalized financial plans for clients and guide their financial decisions.
• Help clients reach their long-term financial objectives through comprehensive analyses.
• Perform assessments of investment strategies, risk management, retirement planning, and tax optimization.

Skills

Analytical skills

Problem-solving

Communication skills

Interpersonal skills

Relationship building

Education

Bachelor's degree in finance/economics

Tools

Financial planning software

Job description

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

This role involves conducting comprehensive analyses of investments, risk management, retirement planning, and tax optimization, leveraging expertise to enhance client relationships and expand the client base.