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 Millbrook, AL vacancy

US Experienced Financial Advisor
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...
Suggested
Work at office
Work from home
Home office
Flexible hours
Edward Jones
Montgomery, AL
2 days ago
Relationship Banker - Prattville, AL
...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to... ...using business acumen to provide financial services consultation to small business customers Knowledge and understanding of...
Suggested
Ongoing contract
Temporary work
Work experience placement
Work at office
Immediate start
WELLS FARGO BANK
Coosada, AL
2 days ago
Remote Part-Time Financial Benefits Consultant
...A financial service company offers a part-time remote position for qualified candidates in Montgomery, Alabama. The role involves client interaction, where you will present and explain insurance products and cultivate client relationships. The position provides comprehensive...
Suggested
Weekly pay
Part time
Remote work
Work from home
AO Garcia Agency
Montgomery, AL
3 days ago
Remote Financial Analyst - AI Trainer ($50-$60 per hour)
$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
Millbrook, AL
more than 2 months ago
Remote Senior Financial Analyst - AI Trainer ($50-$60 per hour)
$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
Millbrook, AL
more than 2 months ago
Relationship Banker I
...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
Montgomery, AL
5 days ago
Analyst, FP&A
...affords personal and professional growth opportunities. Learn more at Overview of Job Function: Job Summary: Integral part of the Financial Planning and Analysis team. Responsibilities include financial planning and analysis on a corporate level; budgeting, forecasting,...
Local area
Shift work
Verint Systems
Montgomery, AL
12 days ago
Analyst, FP&A
$43.89k - $102.08k
...refinement of volume projections by analyzing trends, partnering with key stakeholders, and generating insights that feed into broader financial forecasts. This position offers a strong foundation in forecasting and analytics, with the opportunity to directly impact how the...
Hourly pay
Full time
Temporary work
Work experience placement
Local area
CVS Health
Montgomery, AL
4 days ago
Financial Advisor - PNC Wealth Management
...have an opportunity to contribute to the company’s success. Financial Advisors work within a highly collaborative circuit of bank... ...participate in STEM OPT for this position. Job Description Consults on investment and insurance strategies, as well as the...
Full time
Temporary work
Part time
Work experience placement
Work at office
PNC
Montgomery, AL
14 hours ago
Merrill Advisor Development Program- Financial Advisor: Greater Alabama Market
...Merrill Advisor Development Program- Financial Advisor: Greater Alabama Market Montgomery, Alabama;Gadsden, Alabama; Birmingham,... ...success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate...
Interim role
Work at office
Local area
Immediate start
Shift work
Day shift
Bank of America
Montgomery, AL
5 days ago
Financial Analyst, Corporate FP&A
$108.63k - $127.8k
...ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform — and with it, the future global financial system. To achieve our mission, we’re seeking a very specific candidate. We want someone who is passionate about our mission...
Local area
Coinbase
Montgomery, AL
3 days ago
Personal Banker
$17.74 - $29.57 per hour
...gain knowledge from the customer. Analyze needs and recommend appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, i.e., checking...
Full time
Part time
Work at office
RadNet
Montgomery, AL
2 days ago
Personal Banker
...gain knowledge from the customer. Analyze needs and recommend appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, i.e.,...
Valley Bank
Montgomery, AL
3 days ago
Personal Banker
$20.67 - $31.25 per hour
...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts.... ...of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required) Comfortable...
Hourly pay
Work experience placement
Day shift
Mainerafting
Montgomery, AL
3 days ago
Personal Banker
...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
Montgomery, AL
5 days ago
Offensive Security Analyst
...designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial and emotional well‑being. EY is building a better working world by creating new value for clients, people, society and the planet,...
Summer holiday
Flexible hours
Ernst & Young Oman
Montgomery, AL
1 day ago
Remote AI Security Analyst for Threat Intel & DFIR Training
$40 per hour
A tech-focused company is seeking experienced cybersecurity professionals to evaluate AI-generated content and solve technical problems. In this flexible, remote role, candidates will contribute to training AI models that enhance cybersecurity tools. Ideal applicants have...
Hourly pay
Remote work
Flexible hours
DataAnnotation
Montgomery, AL
15 hours ago
Security Analyst
$40 per hour
We are looking for experienced cybersecurity professionals to join our team to help train AI models. In this role, you will evaluate AI-generated security content, solve technical cybersecurity problems, and provide feedback to improve how AI systems reason about real-...
Hourly pay
Full time
Part time
Remote work
DataAnnotation
Montgomery, AL
16 hours ago
AI Security Analyst: Malware & Threat Training (Remote)
$40 per hour
A cybersecurity firm is seeking experienced professionals to work remotely on evaluating and improving AI-generated security content. Candidates should have at least 2 years of hands-on cybersecurity experience and a strong background in technical writing and problem-solving...
Hourly pay
Remote work
DataAnnotation
Montgomery, AL
15 hours ago
Offensive Security Analyst
$76.4k - $138.6k
...other leaves of absence when needed to support your physical, financial, and emotional well-being. Are you ready to shape your future... ...teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a...
Summer holiday
Local area
Flexible hours
EY
Montgomery, AL
4 days ago
Loan Acquisition Specialist
...holidays (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...
Full time
Traineeship
Local area
Monday to Friday
OneMain Financial
Montgomery, AL
4 days ago
Information Security Analyst I
Position Summary The Information Security Analyst I is a key contributor within our information security team, responsible for monitoring, analyzing, and responding to security threats across digital and physical domains using cutting‑edge tools and technologies. Key responsibilities...
Contract work
Work experience placement
Work at office
Camden National Bank Defunct
Montgomery, AL
5 days ago
Information Security Analyst
GC or USC Acceptable Overview: The Information Security Analyst will join AMA's Information Security Office (ISO) Security Operations team, reporting to the Security Operations Director. This role is responsible for implementing and maintaining technical security...
Work at office
3B Staffing LLC
Montgomery, AL
3 days ago
Home Loan Specialist I
$20 - $24 per hour
...About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve...
Hourly pay
Work experience placement
Work at office
Local area
SolomonEdwards
Montgomery, AL
2 days ago
Teller
...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 time
Temporary work
Part time
Work experience placement
Work at office
Shift work
PNC Financial Services Group
Montgomery, AL
3 days ago
Consumer Loan Specialist: High Earning Potential & Growth Path
$32k
...A growing financial services company in Montgomery, Alabama is seeking a Consumer Loan Specialist. This role focuses on customer experience while originating loans, offering a competitive salary of $32,000 annually plus an uncapped monthly bonus averaging $8,000. Applicants...
Republic Finance
Montgomery, AL
5 days ago
Teller
...culture is built on simplicity, integrity, and hospitality. As a Teller, you’ll be the welcoming face that helps members navigate their financial needs with clarity and care. Whether assisting with transactions or guiding members through digital upgrades, you’ll embody our...
MAX Credit Union
Montgomery, AL
2 days ago
Remote Mortgage Loan Processor
$25.93 - $41.43 per hour
...relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY...
Hourly pay
Work at office
Remote work
City National Bank
Montgomery, AL
1 day ago
Mortgage Loan Processor - Banking
At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Mortgage Loan Processor is responsible for the timely and accurate processing of mortgage loan files according to established workflow, procedures and regulations as well as ensuring...
Work at office
ServisFirst Bank
Montgomery, AL
5 days ago
Relationship Banker II (Montgomery AL: Eastbrook Branch)
...that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications... ...prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering...
Full time
Flexible hours
Regions Bank
Montgomery, AL
1 day ago

Do you want to receive more vacancies?

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