Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Consultant

Wealthbridge-Financial-Group

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. Key Responsibilities 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. 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. 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 #J-18808-Ljbffr

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Cottondale, AL vacancy
  •  ...Overview The Financial Counselor will be responsible for conducting eligibility screenings, assessment of patient financial requirements, and counseling patients on insurance benefits and copayments. This role is accountable to work with vendors, billing, and/or case management... 
    Suggested

    DCH Health System

    Tuscaloosa, AL
    1 day ago
  • Job Description Job Description Senior Teller (Full-Time) First Federal Bank | 69S Location First Federal Bank is seeking a reliable, customer-focused Senior Teller to support daily branch operations and provide excellent service to our customers. Responsibilities...
    Suggested
    Full time

    First Federal Bank

    Tuscaloosa, AL
    7 days ago
  • $15.83 per hour

     ...WE'RE HIRING. PART-TIME TELLER . Main Branch RESPONSIBILITIES Processing member transactions Assisting members with financial questions Balancing a cash drawer QUALIFICATIONS High School Diploma or GED Excellent customer service skills Ability to learn and adapt to change... 
    Suggested
    Hourly pay
    Part time
    Monday to Friday

    Heartland Credit Union

    Tuscaloosa, AL
    3 days ago
  •  ...Teller Position The Teller serves as the front-line ambassador for Alabama ONE Credit Union. Tellers conduct routine financial transactions, provide information and recommendations where necessary, and sets the standard of excellent service for members of the Credit... 
    Suggested

    Alabama One Credit Union

    Tuscaloosa, AL
    2 days ago
  • $72k - $90k

     ...high-performance teams? Join WWT today! What is the Solutions Consulting & Engineering (SC&E) Team and why join? Solutions Consulting...  ...as assigned Ability to manage budgets, analyze financial reports, and track profitability across projects Skilled at... 
    Suggested
    Full time
    Remote work
    Shift work

    World Wide Technology

    Tuscaloosa, AL
    3 days ago
  • $60k - $100k

     ...Job Description Job Description Financial Services Representative (No Experience Needed – Training Provided) Mitchell & Mitchell Agency  Start a Career, Not Just a Job We’re hiring motivated individuals to join our growing team. No experience? No problem. We... 
    Weekly pay
    Flexible hours

    Mitchell & Mitchell Agency

    Tuscaloosa, AL
    26 days ago
  •  ...finance, business, or a related field preferred. Minimum of 2 years’ experience in mortgage loan processing, lending, or a related financial services role preferred. Strong understanding of mortgage loan products, guidelines, and compliance regulations. Proficient... 
    Casual work
    Work at office
    Remote work

    Local Bank

    Tuscaloosa, AL
    16 days ago
  •  ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and... 

    PNC Financial Services Group

    Northport, AL
    3 days ago
  •  ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Northport, AL
    3 days ago
  • $70k - $150k

     ...Job Description Job Description Financial Advisor – Growth Opportunity | The Piedmont Group, a MassMutual Firm At The Piedmont Group, we believe successful financial advisors are built through the right combination of training, mentorship, resources, and support... 
    Local area
    Visa sponsorship

    The Piedmont Group

    Tuscaloosa, AL
    25 days ago
  •  ...high quality customer service by accurately and efficiently completing bank transactions as well as identifying products to meet financial needs of bank customers. Other duties may be assigned. Principal Accountabilities Cash checks according to bank policies... 
    Temporary work
    Night shift

    BankFirst Financial Services

    Northport, AL
    2 days ago
  • $115k - $145k

     ...but typically include an academic or industry expert, senior consultants, and Analysts. Within a case team, you will make important contributions...  ..., involving key responsibilities such as: Developing financial and economic models; Analyzing large datasets; Examining... 
    Full time
    Work experience placement
    Local area

    Cornerstone Research

    Tuscaloosa, AL
    3 days ago
  • $50 - $60 per hour

     ...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In... 
    Hourly pay
    Contract work
    Work experience placement
    Remote work
    Flexible hours

    Data Annotation

    Northport, AL
    a month ago
  • $50 - $60 per hour

     ...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.   In this role, you might: Review and improve AI Assistant answers to questions about macro... 
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Northport, AL
    more than 2 months ago
  • $77.2k - $96.5k

     ...in business, Accounting, MIS, Finance, or related field ~3+ years supporting or implementing Oracle EBS R12 and/or Oracle Cloud Financials ~ Hands-on experience with Order-to-Cash (O2C) and/or Procure-to-Pay (P2P) processes ~ Proficiency with Oracle Cloud... 
    Full time
    Shift work

    World Wide Technology

    Tuscaloosa, AL
    1 day ago
  •  ...The Part-Time Leasing Consultant will serve as the front-line sales professional at an assigned community and will be responsible for driving occupancy and revenue performance. This role requires a motivated closer who will provide a world-class experience to residents... 
    Part time
    Work at office
    Weekend work

    PeakMade Real Estate

    Tuscaloosa, AL
    5 days ago
  •  ...excellence. Our teams create environments where students feel supported, safe, and proud to call home.  Job Purpose ~ The Leasing Consultant supports leasing, marketing, and resident relations by delivering excellent customer service, supporting occupancy goals, and... 
    Part time
    Work at office
    Weekend work

    University Partners

    Tuscaloosa, AL
    15 days ago
  • ABOUT As a Mass Communication Specialist, it’s your job to tell our story. Use your creativity to educate and inform the public about the achievements of Sailors in America’s Navy. Travel the world, document military operations and develop high-profile media campaigns...
    Full time
    Local area
    Overseas

    U.S. Navy

    Tuscaloosa, AL
    1 day ago
  • A multinational company is seeking students for an Internship position as Journalists and Facebook Administrators. This role offers the flexibility to work from home where interns will publish prepared articles and promote the website through social networks. Ideal candidates...
    Full time
    Internship
    Remote work
    Work from home

    ATIA

    Tuscaloosa, AL
    4 days ago
  • $50 - $60 per hour

     ...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.   In this role, you might: Review and improve AI Assistant answers to questions about macro... 
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Northport, AL
    4 days ago
  • $40k - $48k

    Job Description Job Description Benefits: Bonus based on performance Opportunity for advancement Paid time off Wellness resources At Tracey Sova State Farm, we dont just sell insurance. We build lasting relationships, solve problems, and create extraordinary...
    Work at office
    Relocation package
    Night shift

    Tracey Sova - State Farm Agent

    Tuscaloosa, AL
    8 days ago
  •  ...Job Description Canterbury Capital Wealth Management is seeking an individual to provide operational business support for their Financial Advisors growing practices. The primary role of this position is to provide new business and ongoing service support for wealth management... 
    Work at office

    Canterbury Capital Wealth Management

    Tuscaloosa, AL
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!