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.

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

Apply

Vacancy posted 4 days ago

Similar jobs that could be interesting for youBased on the Financial Consultant in Mountain Brook, AL vacancy

Financial Planner
...Job Description: Our client is seeking an experienced Financial Planner to join their team. The purpose of this position is... ...CExP (Certified Exit Planner) CBEC (Certified Business Exit Consultant) CEPA (Certified Exit Planning Advisor) ~ MBA...
Suggested
Financial Planner Recruiting, LLC
Birmingham, AL
2 days ago
Banking: Relationship Banker
...job posting. SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively...
Suggested
Full time
Temporary work
Work at office
First Horizon Bank
Mountain Brook, AL
4 days ago
Senior Financial Planner
...Senior Financial Strategist A Senior Financial Strategist is a seasoned professional who specializes in developing and implementing financial plans, strategies, and recommendations for individuals or organizations. The Senior Financial Strategist will analyze financial...
Suggested
Work at office
Stifel Financial
Birmingham, AL
5 days ago
Financial Advisor
$61k - $119k
Financial Advisor Opportunity 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 becoming a financial advisor, you start as a financial...
Suggested
Full time
Contract work
For contractors
Work at office
Northwestern Mutual
Birmingham, AL
3 days ago
Financial Advisor
Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through one-on...
Suggested
Hourly pay
Temporary work
For contractors
Traineeship
Work at office
Local area
Home office
First Command Financial Services, Inc.
Birmingham, AL
3 days ago
Financial Associate
...Statement: As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities to reach their financial goals. Position Summary While the primary role of the Financial Associate is to accurately complete customer transactions...
Work at office
Night shift
River Bank & Trust
Vestavia Hills, AL
4 days ago
Financial Advisor
...looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more... ...Employment type Full-time Job function Finance, Sales, and Consulting Industries Financial Services and Investment Management #J-...
Full time
Prudential Financial
Birmingham, AL
6 days ago
Financial Advisor
$61k - $119k
Overview 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 becoming a financial advisor, you start as a financial representative...
Work at office
UNAVAILABLE
Birmingham, AL
4 days ago
Financial Representative
Our network office in Birmingham, AL is seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you'll work collaboratively with other professionals to provide comprehensive and innovative...
For contractors
Work experience placement
Work at office
Northwestern Mutual
Birmingham, AL
5 days ago
Relationship Banker
...applying for any new position.** Acknowledge ( **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...
Work at office
Flexible hours
Shift work
Weekend work
Day shift
Bank of America
Birmingham, AL
2 days ago
Estate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 200-350K+
...Description Job Description Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team! 200-350K+ Financial... ...if registered) ~ Proven face‑to‑face sales success with a consultative, needs‑based approach ~ Comfortable with basic tech (CRM,...
Live in
Work at office
United Placement Group
Birmingham, AL
24 days ago
Personal Banker
...service and proactive sales focused position tasked with engaging existing and prospective customers to determine and meet their financial needs. With a deep understanding of Renasant Bank customer engagement model, you spend time executing and role modeling by serving...
Contract work
Local area
Renasant
Mountain Brook, AL
19 hours ago
Entry-Level Financial Advisor
$50k
...Job Description Job Description Interviewing now and ready to hire ~ Financial Advisor. Must be a local candidate Join us at The Piedmont Group in our Tuscaloosa & Birmingham locations, where we're more than just a financial planning and wealth management firm...
Local area
Immediate start
Visa sponsorship
The Piedmont Group
Birmingham, AL
24 days ago
Commercial Banking Relationship Manager
...approval circulation and to present packages to the required level of credit authority.Ensure that the bank is in possession of current financial information and that the information has been properly analyzed and on file. Monitor and report changes in credit quality.Bears...
Valley National Bancorp
Birmingham, AL
2 days ago
College Financial Representative, Internship Program - 2026-26093 - Birmingham, Alabama
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...
Full time
Internship
Local area
Flexible hours
Northwestern Mutual
Birmingham, AL
1 day ago
College Financial Representative, Internship Program
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...
Full time
Contract work
For contractors
Internship
Local area
Flexible hours
UNAVAILABLE
Vestavia Hills, AL
3 days ago
College Financial Rep Intern: Build Your Planning Practice
Northwestern Mutual is offering an internship program for college students to develop an integrated financial planning practice. As a College Financial Representative, you will gain practical experience in prospecting, client relationship building, and financial planning...
Full time
Internship
Northwestern Mutual
Birmingham, AL
2 days ago
College Financial Rep Intern: Build Your Planning Practice
$1,000 per month
Northwestern Mutual is offering an internship program for College Financial Representatives in Vestavia Hills, Alabama. This role allows students to build a financial planning practice supported by expert guidance and resources. Responsibilities include networking, executing...
Internship
Northwestern Mutual
Vestavia Hills, AL
2 days ago
Network Security Analyst 1 4P/854
Job Description Job Description Job Summary We are seeking an experienced Network Security Analyst 1 to support the design, installation, programming, testing, commissioning, maintenance, and monitoring of electronic security systems across company facilities and...
For contractors
Remote work
4P Consulting Inc.
Birmingham, AL
5 days ago
Senior Analyst, FP&A
...hybrid-only opportunities may not find this role to be a fit. Summary The Senior Analyst, FP&A - Finance oversees the organization's financial planning and analysis, offering analytical support. This role involves constructing budgets and forecasts at both the company and...
Remote work
Hibbett
Birmingham, AL
6 days ago
Electronic Security Analyst
On-Site role Job Description: This position is responsible for supporting the design, installation, and maintenance of security systems at company facilities and assets. Primary responsibilities include supporting electronic security staff through all...
Remote work
Monday to Friday
Denken Solutions, Inc.
Birmingham, AL
4 days ago
FINANCIAL AFFAIRS ASSOCIATE II
$15 - $15.45 per hour
...Financial Affairs Associate II To provide technical financial support for an assigned organization unit. To review requests and determine appropriateness with regard to institutional requirements, proper authorization, and conformance with established regulations. To...
Work experience placement
Shift work
Day shift
UAB Nova Rent
Birmingham, AL
4 days ago
Remote Loan Processor
$100k
Loan Officer - Alabama (All) Birmingham, AL, USA 20,000-300,000 per year We offer mulitiple compensation packages based on candidates desire (salary plus commission and commision only) Base + Commission Full Time Full benefits package, 401(k), Potential for...
Full time
Work at office
Remote work
Integrity Home Lending
Birmingham, AL
4 days ago
Relationship Banker
...Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...
Work at office
Flexible hours
Shift work
Weekend work
Day shift
Bank of America
Birmingham, AL
3 days ago
Senior Credit Officer
...lending experience, including 5+ years in a senior credit approval role with substantial delegated authority at a peer or larger financial institution. ~ Deep, proven expertise in underwriting complex Commercial Real Estate (CRE) and Commercial & Industrial (C&I) transactions...
Shift work
BankFirst Financial Services
Birmingham, AL
11 days ago
Banking: Relationship Banker
...5:00pm CST SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting...
Full time
Temporary work
Work at office
Monday to Friday
First Horizon Bank
Hoover, AL
4 days ago
Mortgage Loan Processor
...Role: Responsible for gathering financial data and credit information used in the credit decision process. This position is also responsible for preparing loan documents for underwriting; monitoring and following strict deadlines; handling confidential information; and...
Self employment
America's First
Birmingham, AL
3 days ago
Bank Teller / Teller - Full Time
...Bank Celebrating over 100 years in the community, Citizens Trust Bank remains committed to providing personalized service and financial solutions to meet the growing needs of our customers. We are committed to our institution's values of Integrity, Collaboration,...
Full time
Temporary work
Bank staff
Work at office
Flexible hours
Shift work
Citizens Bancshares
Birmingham, AL
2 days ago
Teller / Bank Teller - Nights
At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Teller is responsible for delivering quality customer service through efficient handling of routine over-the-counter transactions and for recognizing and acting upon sales opportunities...
Work at office
Night shift
ServisFirst Bank
Birmingham, AL
2 days ago
Senior Energy Market Analyst - SERC Region
Job Description Job Description About Energy Exemplar In an era where the world is rapidly advancing towards a cleaner future through decarbonization, Energy Exemplar's mission lies in 'Empowering Transformative Energy Decisions'. Founded in 1999 in Adelaide, Australia...
Temporary work
Term time
Work at office
Energy Exemplar
Birmingham, AL
16 days ago

Do you want to receive more vacancies?

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