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 2 days ago

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

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 received...
Suggested
Work at office
Night shift
Kids For The Future
Vestavia Hills, AL
3 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...
Suggested
For contractors
Work experience placement
Work at office
Northwestern Mutual
Birmingham, AL
4 days ago
FINANCIAL ASSOCIATE
$16.5 - $26.8 per hour
...Job Description - FINANCIAL ASSOCIATE (T235096) FINANCIAL ASSOCIATE - ( T235096 ) DESCRIPTION This position will support the Division of Pulmonary, Allergy and Critical Care Medicine, the Engelhardt Research Lab and the Cystic Fibrosis Center in the areas of procurement...
Suggested
Shift work
Day shift
University of Alabama at Birmingham
Birmingham, AL
13 hours ago
Financial Advisor
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...
Suggested
Full time
Contract work
For contractors
Work at office
Northwestern Mutual
Vestavia Hills, AL
2 days ago
Financial Aid Advisor
$20.54 - $27.78 per hour
...There will be the occasional need for weekend hours. This role will be on-site supporting Herzing University's South Region. The Financial Aid Advisor supports Herzing University’s mission through administration of financial aid funding for the University’s students....
Suggested
Hourly pay
Work at office
Monday to Friday
Afternoon shift
Herzing University
Homewood, AL
3 days ago
US Experienced Financial Advisor
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...
Work at office
Work from home
Home office
Flexible hours
Edward Jones
Vestavia Hills, AL
2 days ago
Certified Financial Planner
...Talon Hiring Solutions has a client in the Hoover, AL that is looking for a Certified Financial Planner™ (CFP®) to join a fast-paced, independent wealth management and financial planning firm. This role is responsible for delivering comprehensive financial planning services...
Talon Hiring Solutions
Birmingham, AL
2 days ago
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...
Financial Planner Recruiting, LLC
Birmingham, AL
13 hours ago
Merrill Experienced Financial Advisor
...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...
Work at office
Shift work
Day shift
Bank of America
Birmingham, AL
13 hours ago
Financial Advisor
$70k - $150k
...Financial Advisor – Build Your Practice with Independence & Support The Piedmont Group Position Type: Full-Time | Permanent | In-Office Compensation: Performance/Commission-Based | Typical Annual Earnings: $70,000–$150,000+ Build a Career Backed by Experience At The Piedmont...
Permanent employment
Full time
Work at office
Local area
Visa sponsorship
The Piedmont Group
Birmingham, AL
3 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
1 day ago
Financial Advisor
$70k - $150k
...Financial Advisor The Piedmont Group Birmingham, Alabama, United States About this position Financial Advisor – Grow Your Practice with Independence, Flexibility, and Support The Piedmont Group Are you an experienced Financial Advisor looking for greater independence,...
The Piedmont Group
Birmingham, AL
3 days ago
Financial Advisor
...Pinnacle Financial Advisor Position 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 different and unique. For us, it starts...
Work at office
Pinnacle Bank
Birmingham, AL
3 days ago
Financial Advisor
...Job Description 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...
Hourly pay
Temporary work
For contractors
Traineeship
Work at office
Local area
Home office
First Command Financial Services
Birmingham, AL
3 days ago
Certified Financial Planner
$70 - $120 per hour
...Certified Financial Planner Certified Financial Planner - CFP Birmingham, AL $70 ,000 - $120 ,000 plus bonus depending on experience Are you a CFP or a CPA with dreams of becoming a CFP? Do you truly enjoy the financial planning and analytical...
Temporary work
Work at office
Remote work
Flexible hours
PangeaTwo
Birmingham, AL
4 days ago
Financial Advisor
...Begin a career with support and flexibility. Strategic Financial Partners has an opportunity available for Financial Services Representatives (entry-level and experienced) in Tennessee, Alabama, and Arkansas. Company Overvie The local roots of our firm date back to 193...
Contract work
For contractors
Work at office
Local area
Strategic Financial Partners
Birmingham, AL
1 day ago
Financial Advisor
$70k - $150k
...Experienced Financial Advisor – Build Your Practice with Independence and Support The Piedmont Group Are you an experienced Financial Advisor seeking greater independence, stronger growth opportunities, and a true partnership model? The Piedmont Group is looking for forward...
Local area
Visa sponsorship
WizeHire
Birmingham, AL
13 hours 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
4 days ago
Senior Private Wealth Advisor
...satisfaction through tailored solutions reflecting individual goals and preferences. This role requires collaboration with various financial professionals and managing client relations to drive business growth. Applicants should possess relevant educational...
Trustmark
Birmingham, AL
13 hours ago
Private Bank Wealth Advisor III
...Degree State Life and Health Licenses required to be obtained within 90 days of hire At least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or...
Work at office
Remote work
Work from home
Flexible hours
Huntington
Birmingham, AL
3 days ago
Finance Associate
$63.75k - $106.25k
...based in Pittsburgh, PA; Cleveland, OH or Birmingham, AL. In this role you will support business and finance leaders by providing financial analysis, forecasting, planning, and strategic decision support to help drive growth, profitability, and operational efficiency....
Full time
Temporary work
Part time
Work experience placement
Work at office
PNC
Birmingham, AL
2 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...
Work at office
Stifel Financial
Birmingham, AL
3 days ago
Private Wealth Advisor
...others in leadership roles who model biblical servant leadership. 2. Client Service - Serves clients with excellence providing financial guidance in a manner based on the financial planning philosophy and biblical principles upon which Blue Trust serves its client...
Work at office
Local area
Night shift
Blue Trust
Birmingham, AL
3 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
3 days 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...
Full time
Contract work
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual Life Insurance Company
Birmingham, AL
1 day ago
Wealth Advisor
$80k - $95k
...is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop... ...Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management...
Work experience placement
Work at office
Dormont Manufacturing Company
Birmingham, AL
10 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
1 day ago
Remote Financial Aid Advisor, Online Division (US)
...Herzing University is seeking a Customer Service position to assist diverse students through their financial aid process. The role involves guiding prospective and current students and providing onboarding support through an On the Job Training Program, ensuring exceptional...
Remote work
Herzing University
Birmingham, AL
4 days 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
Internship
Local area
Flexible hours
Northwestern Mutual
Birmingham, AL
2 days 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
Internship
Local area
Unavailable
Birmingham, AL
1 day ago

Do you want to receive more vacancies?

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