Financial Consultant
Wealthbridge-Financial-Group
Overview 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 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. Responsibilities Develop personalized financial plans for clients. Guide clients through their financial decisions and help them reach long-term objectives. Conduct comprehensive financial analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization. Build and maintain strong client relationships to 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. 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
- ...Overview 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...Suggested
Wealthbridge-Financial-Group
Homewood, AL3 days ago - ...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...Suggested
Talon Hiring Solutions
Birmingham, AL2 days ago - ...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, AL17 hours ago $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...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Vestavia Hills, AL1 day ago$70k - $120k
...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 work but do not want...SuggestedTemporary workWork at officeRemote workFlexible hoursPangeaTwo
Vestavia Hills, AL4 days ago$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 officeWork from homeHome officeFlexible hoursEdward Jones
Vestavia Hills, AL2 days ago- ...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 officeShift workDay shift
Bank of America
Birmingham, AL17 hours ago $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 employmentFull timeWork at officeLocal areaVisa sponsorshipThe Piedmont Group
Birmingham, AL3 days ago- ...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 payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
Birmingham, AL3 days ago $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 timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Birmingham, AL3 days ago$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 timeInternshipLocal areaUnavailable
Birmingham, AL2 days ago$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 timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Vestavia Hills, AL1 day ago$50 - $58 per hour
...and modeling exercises Construct, modify, and review advanced financial models (3-statement, valuation, LBO, M&A, sensitivity analyses... ...assessments Exposure to multiple finance domains (e.g., IB to PE, consulting to Corp Dev) Prior work creating training data or technical...Contract workRemote workMicro1
Vestavia Hills, AL1 day ago- ...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 officeRemote workWork from homeFlexible hours
Huntington
Birmingham, AL3 days ago - ...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, AL17 hours ago - ...Northwestern Mutual is seeking College Financial Representatives for its internship program. This role provides a framework for building a financial planning practice while gaining exposure to industry-leading products and services. Responsibilities include prospecting...Full timeInternshipFlexible hours
Northwestern Mutual
Birmingham, AL17 hours ago - ...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, AL3 days ago - ...Northwestern Mutual in Vestavia Hills, Alabama is offering an internship program for College Financial Representatives. This role provides guidance and support while building a financial planning practice. Interns have the opportunity to network, learn business strategies...InternshipFlexible hours
Northwestern Mutual
Vestavia Hills, AL17 hours ago - ...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 officeLocal areaNight shift
Blue Trust
Birmingham, AL3 days ago $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....Hourly payFull timeWork at officeWork visaMonday to FridayAfternoon shift- ...:30am-5pm 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...Temporary workWork at officeMonday to Friday
First Horizon
Mountain Brook, AL2 days ago - ...Friday: 8:30am-5pm 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...Temporary workWork at officeMonday to Friday
First Horizon
Birmingham, AL12 hours ago - ...following. Other duties may be assigned. ·Analyzes applicant financial status, credit, and collateral evaluation to determine feasibility... ..., AL $75,000.00-$115,000.00 1 day ago Financial Services - Consulting - Guidewire - Business Analyst - Senior Birmingham, AL $101,50...Full timeWork at office
SouthPoint Bank
Birmingham, AL17 hours ago $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 entrepreneurial...Local areaVisa sponsorshipThe Piedmont Group
Birmingham, AL2 days ago- ...Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Partner with Financial Advisors by giving front end guidance on new and renewed credit requests including desirability of the credit related to Pinnacle...Work at office
Pinnacle Bank
Homewood, AL1 day ago - ...relationships with clients in the metro area. The successful candidate will have a passion for business development and a background in financial services. This role involves achieving goals related to commercial lending and deposit growth, while promoting a positive image...
Citizens Bancshares
Birmingham, AL3 days ago $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 officeUnavailable
Hoover, AL2 days ago$50k
...Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business...Work at officeHome officeFlexible hoursEdward Jones
Hoover, AL1 day ago- ...HOPE Overview HOPE (Hope Enterprise Corporation, Hope Credit Union and Hope Policy Institute) provides financial services; leverages resources; and engages in advocacy that strengthens the financial health of people in under-resourced Deep South communities. Since 1994...Full timeInterim roleH1bWork at officeVisa sponsorshipWork visaFlexible hours
Hope Credit Union / Hope Enterprises
Birmingham, AL12 hours ago - 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 that present...Work at officeNight shift
recruitment page
Birmingham, AL1 day ago
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