Talent.com
WealthBridge Financial Group
Financial ConsultantWealthBridge Financial Group • Homewood, AL, US
Financial Consultant

Financial Consultant

WealthBridge Financial Group • Homewood, AL, US
30+ days ago
Job type
  • Full-time
  • Quick Apply
Job description

WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them reach their long-term financial objectives. You will conduct comprehensive financial analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization.

The ideal candidate is someone who possesses a solid understanding of financial products and services and has a passion for helping clients achieve their financial goals. You will have the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group's client base.

At WealthBridge, we pride ourselves on our commitment to integrity, innovation, and excellence in service. Join us and help make a positive impact on the financial well-being of individuals and families.

Requirements

  • 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.

Benefits

  • Top-tier health coverage including medical, dental, and vision plans for you and your dependents
  • 401(k) retirement plan with company match to help you build long-term security
  • Life and disability insurance for added peace of mind
  • Employee wellness programs and mental health resources
  • Career growth opportunities and ongoing training support
Create a job alert for this search

Financial Consultant • Homewood, AL, US

Similar jobs

Financial Advisor

Northwestern Mutual Life Insurance CompanyBirmingham, AL, United States
Full-time

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi... Show more

 • Promoted

Financial Relationship Team Lead

Citizens Trust BankBirmingham, AL, United States
Full-time

Financial Relationship Team Lead Birmingham, Alabama.Celebrating over 100 years in the community, Citizens Trust Bank remains committed to providing personalized service and financial solutions to... Show more

 • Promoted

Controller Financial Operations

Veracity SolutionsBirmingham, AL, United States
Full-time

Controller Financial Operations.The Controller assists the CFO in all daily financial operations, including month end close review, analysis and action planning, daily key performance indicator mon... Show more

 • Promoted

FINANCIAL AFFAIRS ASSOCIATE III

UAB MedicineBirmingham, AL, United States
Full-time

To provide technical financial support for an assigned organization unit.To review requests and determine appropriateness with regard to institutional requirements, proper authorization, and confor... Show more

 • Promoted

Flexible remote AI work. Your schedule. Paid weekly, straight to your bank account.

Meridian.aiCalera, AL, US
Remote
Full-time

Review and label digital content including text, images, and documents.Every task you complete helps improve how technology interprets information and performs in practical settings.Detail-oriented... Show more

 • Promoted

Financial Advisor Associate

Synovus FinancialBirmingham, AL, United States
Full-time

A Financial Advisor Associate (FAA) should demonstrate commitment to delivering distinctive service.This position will be responsible for supporting Financial Advisors in documenting and processing... Show more

 • Promoted

Financial Advisor

Pinnacle BankBirmingham, AL, United States
Full-time

At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful.We work to ensure that every associate embraces what makes Pinnacle di... Show more

 • Promoted

Verizon Sales Consultant

Cellular SalesPelham, AL, United States
Full-time

Average and High-End Sales Consultants earn $57000 $100000 +/ year.Are you determined to grow your job into a career, in a fast-paced thriving environment? Cellular Sales is the one, a company that... Show more

 • Promoted

Automotive Sales Consultant

EchoPark AutomotiveBirmingham, AL, United States
Full-time

Company Description EchoPark Automotive is one of the fastest growing brands within the automotive industry.We are building a business based on doing things the right way.From the way we treat our ... Show more

 • Promoted

Financial Analyst

Phenom PeopleBirmingham, AL, United States
Full-time +2

This position is located at Department of Housing and Urban Development, Asst Secretary for Community Planning and Development.This opportunity is also open to Status eligibles under announcement 2... Show more

 • Promoted

Financial Analyst 2

4P Consulting Inc.Birmingham, AL, United States
Full-time

Financial Analyst to join our team in Birmingham, AL.The ideal candidate will have 5-10 years of experience in financial analysis, advising companies and teams on financial matters, including inves... Show more

 • Promoted

Leasing Consultant

Asset LivingHOMEWOOD, AL, US
Full-time +1

Asset Living is a third-party management firm and a proven partner in fostering thriving communities nationwide.Founded in 1986, Asset Living has decades of experience delivering exceptional value ... Show more

DI Advisor Consultant, Highland Capital Brokerage - REMOTE

OsaicBirmingham, AL, United States
Remote
Full-time

Current Employees and Contractors Apply HereOsaic CareersREMOTE Sales & Operations Opportunity in Insurance IndustryDI Advisor Consultant, Highland Capital BrokerageLocation(s) :All Locations /... Show more

 • Promoted

Sales Consultant

Mattress FirmAlabaster, AL, US
Full-time

IMPORTANT NOTICE FOR INTERNAL APPLICANTS ONLY:.Internal applicants MUST apply to the internal job posting through the Mattress Firm Workday system.To view the list of current internal Job Postings,... Show more

 • Promoted

Financial Specialist

Department of JusticeBirmingham, AL, United States
Full-time

As a Financial Specialist at the GS-0501-9/11 level, some of your typical work assignments may include:.Overseeing the District financial management program.Analyzing the District's financial oblig... Show more

 • Promoted

Wealth Advisor

TIAABirmingham, AL, United States
Full-time

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial la... Show more

 • Promoted

Paramount Sales Consultant - Combo (Northwest Alabama)

Southern Glazers Wine & SpiritsPelham, AL, United States
Full-time

The Sales Consultant represents Southern Glazer's in the market as a member of the Southern Glazer's family.This individual is passionate, innovative, and self-motivated with a business-oriented an... Show more

 • Promoted

Remote Financial Representative- Entry Level

The Delaney Agency llcBirmingham, AL, United States
Remote
Full-time +1

About the Opportunity:LifePro Recruitment is hiring entry-level sales professionals who want to start or grow their careers in remote sales.We have qualified leads and step-by-step training to help... Show more

 • Promoted

Infrastructure Funding and Grants Consultant

Jacobs SolutionsBirmingham, AL, United States
Full-time

Funding ConsultantAt Jacobs, we're challenging today to reinvent tomorrow by solving the world's most critical problems for thriving cities, resilient environments, mission-critical outcomes, opera... Show more

 • Promoted

Consumer Opinion Research Participant

GL IncClanton, Alabama
$15.00 hourly
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more