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.
- 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
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Daphne, AL vacancy
- Job Title Analyzes and communicates with customers to obtain required information for various types of accounts; informs and counsels customers of all payment options; coordinates and arranges settlement of accounts for balances due. Minimum Qualifications: Proficient...Suggested
Infirmary Health
Daphne, AL1 day 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 While the primary role of the Financial Associate is to accurately complete customer transactions received...SuggestedWork at officeNight shift
River Bank & Trust
Daphne, AL1 day ago - ...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, AL2 days ago - ...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...SuggestedFull timeWork at officeMonday to FridayNight shift
First Horizon Bank
Fairhope, AL2 days ago - ...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...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
PNC
Spanish Fort, AL7 hours 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...Full timeNight shift
Trustmark
Fairhope, AL21 hours ago - ...Financial Planner Location US-MS-Ridgeland | US-AL-Mobile | US-FL-Santa Rosa Beach | US-Within Trustmark's Geographic Footprint... ...Exit Planner) preferred CBEC(Certified Business Exit Consultant) preferred CEPA(Certified Exit Planning Advisor) preferred...Full timeWork at officeNight shift
Trustmark
Mobile, AL2 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 - 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 - ...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 - PNC - - Responsibilities: Deliver customer service and engage customers in lobby; Process teller transactions accurately; Educate customers on banking options; Identify opportunities and referrals for branch staff; Maintain teller and branch daily operationsPart time
PNC
Spanish Fort, AL1 day 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
- ...membership to include more of the Mobile and surrounding communities. The Credit Union did this while keeping true to its Mission to offer financial solutions for every phase of our members' lives. Summary Our branch teammates hold the front-line job as they are often...Flexible hoursNight shift
New Horizons Credit Union
Daphne, AL15 days 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
- ...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
- ...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
- Job Description Job Description To be considered for this position, please complete the online employment application for this position (Apply Now) AND complete the workplace assessment here: JOB FUNCTION / SUMMARY: Tellers are primarily focused on creating ...Local area
United Bank of Southwest AL & Northwest FL
Daphne, AL12 days ago - 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
- ...shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back...Full timeLocal area
Woodforest National Bank
Daphne, AL1 day 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...Full time
Trustmark
Mobile, 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 areaFlexible hoursNorthwestern Mutual
Mobile, AL4 days ago- 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
- ...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
- ...Credit Counselor (English/Spanish) Guide. Educate. Deliver Results. Help People Find Their Way Forward — In Two Languages. Financial stress is real — and so is the impact of the right conversation at the right time. We’re seeking a bilingual Credit Counselor who...Remote jobWork at officeMonday to Friday
American Consumer Counseling Center
Mobile, AL4 days ago - ...Lendmark Financial Services Job Post At Lendmark Financial Services, we believe the success of our company is specifically attributable... ...ancillary insurance options. General Summary The Loan Consultant I provides exceptional customer experience while providing...Work at office
- 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...
- ...providing analytical and credit oversight and is responsible for the annual review, renewal, loan covenant compliance reviews and financial collection process within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable...Full time
First Horizon Bank
Mobile, AL2 days ago - ...mobile, online, and ATM banking) to promote convenience and self-service adoption. Refer clients to internal business partners as financial needs are identified. Support financial center operations, including opening/closing procedures, vault management, night...Part timeWork at officeLocal areaNight shiftAfternoon shift
Hancock Whitney
Mobile, AL4 days ago - General Job Responsibilities Tellers working for Community Bank are our first line interface with our customers and as such are required to demonstrate a high level of customer service and customer interaction. Tellers will handle customer required banking needs including...Part timeWork experience placement
Community Bank
Mobile, AL4 days ago - Teller - 008845 Position Title: Teller - 008845 Division: Finance and Administration Department: 170000 - Office of VP Fin and Administration Minimum Qualifications: High school diploma or equivalent and one year of cash handling experience. An equivalent combination...Full timeTemporary workPart timeWork at officeMonday to FridayNight shift
University of South Alabama
Mobile, AL1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
Related searches