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 #J-18808-Ljbffr
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Daphne, AL vacancy
- ...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...SuggestedWork at officeNight shift
River Bank & Trust
Daphne, AL4 days ago - ...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 River Bank & Trust is looking for a Financial Advisor who is prepared to make a difference in the lives...SuggestedWork at office
- ...Weekly Scheduled Hours: Monday - Friday 9-5 Summary As a Financial Advisor, you will be responsible for developing client... ...financial certifications strongly encouraged. • Excellent consultative sales skills, with demonstrated business development track record...SuggestedFull timeWork at officeMonday to Friday
First Horizon Bank
Mobile, AL17 days ago - ...matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers...SuggestedFull timeNight shift
Trustmark
Daphne, AL1 day ago - ...Financial Relationship Banker Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions...SuggestedFull timeH1bWork at officeRemote workWork from homeFlexible hours
- ...Monday - Friday 8:00AM - 5:00PM CST SUMMARY Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail banking environment. Often serving as the first point of contact to the client, may have responsibility...Full timeWork at officeMonday to FridayNight shift
First Horizon Bank
Fairhope, AL17 days ago - We are a drug free facility. Passing a pre-employment drug screening is required . Education Requirements: High school diploma or equivalent required. Associate's degree in healthcare administration or equivalent college coursework preferred. Job Requirements: 2 years ...Work experience placement
Springhill Medical Center
Mobile, AL4 days ago - ...clients Proactively source new business through networking, referrals, and community involvement Lead client conversations as a trusted financial advisor, offering tailored banking solutions Analyze and interpret financial statements, cash flow, and industry trends to guide...Local area
gpac
Fairhope, AL3 days ago - ...visas or participate in STEM OPT for this position. Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Full timePart timeWork experience placementWork at office
PNC
Daphne, AL3 days ago - ...visas or participate in STEM OPT for this position. Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Full timeTemporary workPart timeWork experience placementWork at office
PNC
Daphne, AL20 hours ago - ...community bank operating 24 locations in Southwest Alabama and Northwest Florida that is proud to be a certified Community Development Financial Institution. We offer competitive salary and an exceptional benefit package including BCBS medical, dental, vision, 401k with...Full timePart timeWork at officeLocal area
United Bank Inc
Daphne, AL1 day ago - ...is seeking a Part-Time Teller based in Daphne, Alabama. The role focuses on delivering a personalized customer experience, guiding financial options, and promoting PNC products during customer interactions. Key duties include handling transactions, educating customers on...Part time
PNC
Daphne, AL20 hours ago - Teller Location US-AL-Fairhope Job ID 2026-19769 Category Branch Banking Type Regular Part-Time Job Grade 2 FLSA Status Non-Exempt Working Hours Monday, Thursday, Friday 8:30 a.m. - 5:00 ...Part timeMonday to FridayNight shift
Trustmark
Fairhope, AL2 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 workWork at officeLocal areaRemote work
- ...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members\' current situations, outline their...Full timeLocal area
Modern Woodmen
Mobile, AL20 hours ago - ...surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: parental leave; up to...Full timePart timeWork experience placementWork at office
- The Federal Bureau of Investigation (FBI) is seeking individuals with an accounting background to become special agents. This role offers the chance to upskill and face unique challenges in national security. Candidates will plan investigations into federal law violations...Work at office
- ...interact with the most. By having a conversation, we can understand what our members need and can start them on the path to reach their financial goals. We help them buy homes, purchase their first auto, send kids to college, save for a dream vacation and build their futures....Night shift
New Horizons Credit Union
Daphne, AL29 days ago $43.81k
...Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals...Full timeFlexible hours$37.62k
...responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create meaningful personal connections with customers while processing...Full timeFlexible hours$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
Mobile, AL4 days ago- ...deliver hospitality‑driven service and build lasting client relationships. You will use banking solutions and technology to meet financial needs, while maintaining compliance and risk controls. The role requires licensing readiness and weekend hours, with collaboration...Weekend work
- ...matching them with the appropriate bank products and services to enhance a current or prospective customer’s satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers...
- ...through 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 share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workWork experience placementWork at office
- ...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 timeTemporary workPart timeWork experience placementWork at office
- ...matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers...
- ...Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. About us OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial...Local areaMonday to Friday
- Home Comfort Advisor Do you thrive in a dynamic, customer-facing role where you can make a real difference in people's homes? Are you a great communicator who enjoys building relationships, solving problems, and helping customers improve their home comfort? As a Home...Temporary workImmediate start
- ...Major Duties (Job Description) ~ The Senior Advisor for Financial Strategy and Policies reports to the Deputy Chief Financial Officer... ...program/project accomplishment: Identifying, diagnosing, and consulting on problem areas related to implementation and goal achievement...Full timeWork at officeImmediate start
U.S. Department of Housing and Urban Development
Mobile, AL3 days ago - Insurance Medical Necessity Analyst Analyzes insurance medical necessity requirements and benefits to ensure requirements are met for claims to be submitted according to IH's standards of quality, efficiency and desired outcomes. Qualifications Minimum Qualifications...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
