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
$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...SuggestedWork at officeLocal areaFlexible hoursThe Piedmont Group
Tuscaloosa, AL3 days ago- ...Overview 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, and/or case management...Suggested
DCH Health System
Tuscaloosa, AL11 hours ago $39.76k - $57.25k
...The Financial Aid Representative is the primary point of contact for providing information and assistance related to financial aid and general enrollment topics on campus and in the community. Responsibilities include assisting students with various forms and financial...SuggestedWork experience placementWork at officeEnterprise State Community College
Tuscaloosa, AL11 hours ago$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...SuggestedLocal areaFlexible hoursThe Piedmont Group
Tuscaloosa, AL3 days ago$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...SuggestedLocal areaVisa sponsorshipThe Piedmont Group
Tuscaloosa, AL17 hours ago$43.89k - $150k
...Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera... ...Preferences Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist Two (2) years of Financial...Full timeTemporary workLocal areaFlexible hoursCetera Financial Group
Tuscaloosa, AL3 days ago$17 - $20 per hour
...award for five years in a row and a two-time winner of Newsweek’s Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We’re an energetic team looking for a Financial Services Representative to guide customers...Hourly payFull timeWork at officeLocal areaShift work- ...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 areaVisa sponsorship
The Piedmont Group
Tuscaloosa, AL1 day ago - ...Financial Advisor – Growth Opportunity At The Piedmont Group, a MassMutual Firm, we believe great financial advisors are developed through exceptional training, experienced mentorship, and the right support system. When you join our team, you won't be building your...
The Piedmont Group
Tuscaloosa, 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...Night shift
Trustmark
Tuscaloosa, AL3 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...Full timeTemporary workPart timeWork experience placementWork at officeShift work
PNC
Northport, 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...Full timeTemporary workPart timeWork experience placementWork at office
PNC
Northport, AL2 days ago - ...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 timeTemporary workNight shift
BankFirst Financial Services
Northport, AL1 day ago - ...~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, AL1 day ago - ...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, AL5 days ago $70k - $150k
...Job Description Job Description Financial Advisor – Build Your Future with The Piedmont Group, a MassMutual FirmLaunch a Career with Purpose At The Piedmont Group, a MassMutual Firm, we believe successful financial advisors are built through mentorship, continuous...Local areaVisa sponsorship- ...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, AL11 hours ago $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 payFlexible hoursMitchell & Mitchell Agency
Tuscaloosa, AL21 days ago- ...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 employmentFull timeTemporary workPart timeWork experience placementInternshipRelocationAfternoon shift
Air Force Civilian Career Training
Tuscaloosa, AL2 days ago - ...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, AL2 days ago - ...versions and provide inputs for discussion internally at HRC and during presentation to executives. Continuous improvements of the Financial Planning model. Prepare estimates on target inventory level for crude and products and submit to IM provider as needed. Lead the...
Hunt Refining Company
Tuscaloosa, AL1 day ago $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 payTemporary workWork at officeFlexible hoursRepublic Finance
Tuscaloosa, AL4 days ago$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 timeWork experience placementRemote workWork from homeFlexible hoursEnterprise
Tuscaloosa, AL1 day ago$44.2k - $55.3k
Pay Grade/Pay Range Minimum: $44,200 - Midpoint: $55,300 (Salaried E6) Department/Organization 830101 - Career Center Admin Normal Work Schedule Monday - Friday 8:00am to 5:00pm Job Summary The Career Advisor provides comprehensive career development and professional employment...Monday to FridayThe University of Alabama
Tuscaloosa, AL1 day ago$44.2k - $55.3k
Academic Advisor I - 529554 Job no: 529554 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 timeMonday to FridayUniversity of Alabama
Tuscaloosa, AL2 days ago- ...customers, our community and our company. Learn more about what it means to become a team member with LiftOne. Summary As a Parts Consultant, you will be playing a vital role in the fulfillment of parts requests across our family of LiftOne technicians. The Parts...Work experience placementWork at officeLocal area
Weisiger Group
Tuscaloosa, AL1 day ago $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 timeWork experience placementLocal areaCornerstone Research
Tuscaloosa, AL2 days ago- ...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, AL4 days ago $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 timeShift workWorld Wide Technology
Tuscaloosa, AL11 hours 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 officeRemote work
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