Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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. 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

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Midland City, AL vacancy
  •  ...including product referrals and meeting Banking Center Associate Standards. Provide exemplary customer service. Process a variety of financial transactions in a timely and accurate manner. Maintain security of assigned cash, balancing each day's transactions and verifying... 
    Suggested
    Monday to Friday

    Great Southern Bancorp

    Ozark, AL
    1 day ago
  • $50 - $60 per hour

     ...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.   In this role, you might: Review and improve AI Assistant answers to questions about macro... 
    Suggested
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Dothan, AL
    more than 2 months ago
  • $50 - $60 per hour

     ...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.   In this role, you might: Review and improve AI Assistant answers to questions about macro... 
    Suggested
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Ozark, AL
    more than 2 months ago
  •  ...(4 floating holidays, prorated based on start date) * Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial... 
    Suggested
    Full time
    Traineeship
    Local area
    Monday to Friday

    OneMain Financial

    Dothan, AL
    4 days ago
  •  ...At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and...  ...ancillary insurance options. GENERAL SUMMARY: The role of Loan Consultant II is to provide exceptional customer experience while... 
    Suggested
    Work at office

    Lendmark Financial Services, LLC

    Dothan, AL
    2 days ago
  • $50 - $60 per hour

     ...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about... 
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Dothan, AL
    1 day ago
  • $17.31 per hour

    Join Us as a Technical Support Advisor! It's fun to work in a company where people truly BELIEVE in what they are doing! We're committed to bringing passion and customer focus to the business. Are you passionate about delivering exceptional customer experiences? Do you...
    Hourly pay
    Remote work
    Flexible hours

    VXI Global Solutions

    Kinsey, AL
    2 days ago
  •  ...Beauty Advisor, you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative approach and ensure an excellent overall client experience. You will maintain expert knowledge of top beauty brands, execute... 
    Part time
    Flexible hours
    Night shift
    Weekend work

    FashionUnited

    Kinsey, AL
    5 days ago
  • The Social Worker, Case Manager is responsible for the assessment of the social, emotional and environmental needs of Alabama Coordinated Health Network (ACHN) patients to improve the medical compliance and health outcomes of populations served. This role identifies barriers...
    Local area
    Work from home

    VIVA Health

    Kinsey, AL
    4 days ago
  • Job Description Job Description Parts Counterperson  Coffman International | Dothan, AL 36303   COMPENSATION & SCHEDULE Pay: Based on experience Schedule: Monday through Friday Saturday - 7:30 AM - 12PM Full-Time Must be able to reliably commute...
    Full time
    Local area
    Immediate start
    Monday to Friday

    Coffman International

    Dothan, AL
    26 days ago
  • Job Description Job Description Social Workers! VIVA HEALTH, ranked one of the nation's Best Places to Work by Modern Healthcare, is currently seeking a Social Worker, Case Manager to join our team in Dothan, AL! VIVA HEALTH knows that social work is not just ...
    Local area
    Work from home
    Night shift
    Weekend work

    Triton Health Systems

    Dothan, AL
    16 days ago

Do you want to receive more vacancies?

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