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 Tuscaloosa, AL vacancy

Financial Counselor
...Financial Counselor 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,...
Suggested
DCH Health System
Tuscaloosa, AL
4 days ago
Financial Advisor
...Financial Advisor – Build Your Future with The Piedmont Group, a MassMutual Firm At The Piedmont Group, a MassMutual Firm, we believe successful financial advisors are built through mentorship, continuous development, and a collaborative culture. When you join our team...
Suggested
The Piedmont Group
Tuscaloosa, AL
3 days ago
Financial Advisor
$43.89k - $150k
Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera... ...Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist Two (2) years of Financial...
Suggested
Full time
Temporary work
Local area
Flexible hours
Cetera Financial Group
Tuscaloosa, AL
5 days ago
Experienced Financial Advisor
$70k - $150k
Are you a financial advisor who has outgrown your firm? Our office is hiring financial advisors who are seeking to accelerate their careers. The Piedmont Group advisors focus on all aspects of wealth management & holistic financial planning. We have the resources & versatility...
Suggested
Work at office
Local area
Flexible hours
The Piedmont Group
Tuscaloosa, AL
4 days ago
Financial Advisor
$70k - $150k
Experienced Or Entry Level Financial Advisor Financial Advisor - Growth Opportunity | The Piedmont Group The Piedmont Group is seeking motivated Financial Advisors to join our expanding team. If you’re looking for a platform that supports your independence while helping...
Suggested
Local area
Flexible hours
The Piedmont Group
Tuscaloosa, AL
2 days ago
Financial Services Representative
$15 - $22 per hour
The Financial Services Representative (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs. This role requires daily outbound calling, including high-volume collection...
Hourly pay
Full time
Work at office
Local area
Shift work
World Finance
Tuscaloosa, AL
55 minutes ago
Entry-Level Financial Advisor
...Description Financial Advisor - Build Your Future with The Piedmont Group, a MassMutual Firm At The Piedmont Group, a MassMutual Firm, we believe exceptional financial advisors are developed through mentorship, comprehensive training, and a culture of collaboration...
Local area
Visa sponsorship
The Piedmont Group
Tuscaloosa, AL
4 days ago
Entry-Level Financial Advisor
$70k - $150k
Entry Level Financial Advisor - Growth Opportunity | The Piedmont Group The Piedmont Group, a MassMutual Firm. When you join The Piedmont Group, you’re not building your business alone—you’re backed by a structured roadmap, experienced leadership, and a collaborative team...
Local area
Visa sponsorship
The Piedmont Group
Tuscaloosa, AL
4 days ago
Personal Banker - Northport
...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
Shift work
PNC
Northport, AL
8 hours ago
Personal Banker - Northport
...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
8 hours ago
Sr. Credit Analyst
...~6+ years analyzing complex commercial and mortgage credits, including loan participations and credit structuring ~ Strong financial statement analysis skills ~ Ag industry background helpful, not required What's on offer: ~ Competitive Year 1...
ThinkingAhead Executive Search
Tuscaloosa, AL
4 days ago
Teller
...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. PRINCIPLE ACCOUNTABILITIES Provide high quality customer service within the...
Full time
Temporary work
Night shift
BankFirst Financial Services
Northport, AL
4 days ago
Teller I
...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...
Alabama One Credit Union
Tuscaloosa, AL
3 days ago
Financial Services Representative
$15 - $18 per hour
Financial Services Representative page is loaded## Financial Services Representativelocations: Tuscaloosa, AL, United Statestime type: Full timeposted on: Posted Todayjob requisition id: R17974World Finance, winner of the Top Workplaces USA award for five years in a row...
Hourly pay
Full time
Interim role
Work at office
Local area
Shift work
Weekend work
Afternoon shift
Loansbyworld
Tuscaloosa, AL
1 day ago
Teller
...customers. The Teller works on the front line of our operations, performing a variety of transactions to assist customers with their financial needs.Essential Duties and Responsibilities:Receives and accepts deposits and loan payments, confirming accuracy of...
Bryant Bank
Tuscaloosa, AL
3 days ago
Financial Service Representative (Entry Level Management)
$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
19 days ago
FINANCIAL MANAGEMENT SPECIALIST
...chief. Learn more about this agency Duties Help - Perform a variety of tasks in support of budget, cost analysts and financial analysis studies and projects to develop analytical, judgement procedural and technical skills. - Performs a variety of tasks to...
Permanent employment
Full time
Temporary work
Part time
Work experience placement
Internship
Relocation
Afternoon shift
Air Force Civilian Career Training
Tuscaloosa, AL
8 hours ago
Portfolio Manager
...better service to customers and stimulate new growth. Performs analysis of credit reports, business and personal tax returns, financial statements, cash flows, and pricing analysis. Proactively notifies customers of upcoming loan maturities, renewals and other loan...
CB&S Bank
Tuscaloosa, AL
8 hours ago
Financial Analyst I
...versions and provide inputs for discussion internally at HRC and during presentation to executives. Continuous improvements of the Financial Planning model. Prepare estimates on targets inventory level for crude and products and submit to IM provider as needed. Lead the...
Hunt Consolidated, Inc.
Tuscaloosa, AL
1 day ago
Senior Financial Analyst (Hybrid Work Options)
$90.23k
.... Join our team, and together we will make a difference and change the world. Job Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team! This role supports financial planning and analysis projects and initiatives for the enterprise...
Work experience placement
H1b
CDM Smith
Tuscaloosa, AL
2 days ago
Sr. Consumer Loan Specialist - Sales Customer Service
$36k
...Overview & Responsibilities Are you looking for a long-term opportunity with a growing financial services company that rewards performance and gives back to its community ? If so, please read on! This position earns a competitive salary of $36,000 per year (paid hourly...
Hourly pay
Temporary work
Work at office
Flexible hours
Republic Finance
Tuscaloosa, AL
1 day ago
Entegral Financial Analyst
$75.2k - $90.3k
...are inspired by big challenges, driven to learn and grow, and dedicated to making a meaningful difference. ABOUT THE ROLE The Financial Analyst for Entegral plays a key role in analyzing, evaluating and optimizing our financial and operational performance. Operating...
Full time
Work experience placement
Remote work
Work from home
Flexible hours
Enterprise
Tuscaloosa, AL
4 days ago
Career Advisor
$44.2k - $55.3k
Career Advisor - 528480 Job no: 528480 Work type: Regular Full-time (Benefits eligible) Location: Tuscaloosa Categories: Advising/Peer Support Pay Grade/Pay Range: Minimum: $44,200 - Midpoint: $55,300 (Salaried E6) Department/Organization...
Full time
Monday to Friday
University of Alabama
Tuscaloosa, AL
3 days ago
Academic Advisor I
$44.2k - $55.3k
Academic Advisor I Advising/Peer Support Location: Tuscaloosa, Alabama, United States Closing Date: Jul 31 2026 - 22:55 CDT Pay Grade/Pay Range: Minimum: $44,200 - Midpoint: $55,300 (Salaried E6) Department/Organization: 206103 - Clvrhse Col of Bus Student...
Monday to Friday
The University of Alabama
Tuscaloosa, AL
8 hours ago
Experienced Analyst - Master's of Finance
$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
8 hours ago
Remote Finance Analyst - AI Trainer ($50-$60 per hour)
$50 - $60 per hour
Senior Reimbursement Analyst Full-time Senior Reimbursement Analyst is primarily responsible for the preparation and filing of system cost reports including the home office cost reports, long-term care cost reports and all other system cost reports. DUTIES AND RESPONSIBILITIES...
Remote job
Hourly pay
Full time
Home office
Data Annotation
Northport, AL
3 days ago
Oracle ERP Functional Analyst - IT Financial Operations
$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
3 days ago
Banking Business Analyst
...actionable functional documentation and related test cases.Knowledge/Skills/AbilitiesStrong working knowledge of banking operations, financial services processes, or a related regulated industry environment. Familiarity with banking workflows is highly valued.Strong...
Work at office
Bryant Bank
Tuscaloosa, AL
3 days ago
Mortgage Loan Processor
...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
18 days ago
Part-Time Youth Programs Coordinator
The Kristen Amerson Youth Foundation is seeking a dynamic Part‑time Program Coordinator to support children and families, reporting to the Executive Director. You will manage the daily operations of programs, plan and implement activities that promote academic success ...
Part time
Kristen Amerson Youth Foundation, Inc.
Tuscaloosa, AL
3 hours ago

Do you want to receive more vacancies?

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