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 5 days ago

Similar jobs that could be interesting for youBased on the Financial Consultant in Millbrook, AL vacancy

Remote Equity & Options Trader - Capital Scaling
Maverick Trading in Millbrook, Alabama, seeks disciplined traders to manage firm capital in equities and options. You’ll be expected to trade within defined risk parameters, follow risk management practices, and demonstrate consistency in performance. The role offers a ...
Suggested
Remote work
Maverick Trading
Millbrook, AL
4 days ago
Financial representative
...Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...
Suggested
Local area
Modern Woodmen
Montgomery, AL
3 days ago
Financial Advisor
...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...
Suggested
Hourly pay
Temporary work
For contractors
Traineeship
Work at office
Local area
Home office
First Command Financial Services
Montgomery, AL
4 days ago
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
5 days ago
Financial Advisor
$70k - $100k
...management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique...
Suggested
Full time
Temporary work
Flexible hours
Wealth Enhancement Group
Montgomery, AL
5 days ago
Financial Associate
...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...
Work at office
Night shift
Kids For The Future
Montgomery, 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...
Weekly pay
Part time
Remote work
Work from home
AO Garcia Agency
Montgomery, AL
1 day 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
3 days ago
Remote AI Finance Advisor - Wealth & Markets
...assist in training AI assistants for finance. This role allows for flexible remote work, as you will review AI responses concerning financial principles and provide structured feedback on their accuracy. Candidates should be detail-oriented with expertise in financial...
Contract work
Remote work
Flexible hours
DataAnnotation
Montgomery, AL
4 days ago
Senior Financial Analyst, FP&A
$104.6k - $119.6k
...About Team / Role WEX is currently seeking a self-driven and motivated Financial Analyst to join the Over-The-Road and Factoring FP&A Team. This role is flexible for a remote or hybrid working schedule, based out of a commutable distance to Portland, ME, Boston, MA, New...
Remote work
Flexible hours
WEX
Montgomery, AL
1 day 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
10 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
1 day 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
3 days ago
Relationship Banker
...-6, Sat 8:30-1:30 SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting...
Temporary work
Work at office
First Horizon
Montgomery, AL
1 day ago
Relationship Banker
$20.53 - $34.23 per hour
...service in alignment with the bank's mission by engaging clients with professionalism, confidence, and a strong understanding of their financial needs. Expected Work Hours 40 hours Monday-Friday Job Description Responsibilities include but are not limited to: Focus on...
Full time
Part time
Monday to Friday
RadNet
Wetumpka, AL
1 day ago
Relationship Banker I - Float
...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...
Trustmark
Prattville, AL
3 days ago
Teller Retail Banker
...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 time
Local area
Woodforest National Bank
Millbrook, AL
2 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
PNC
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
1 day 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 National Bancorp
Montgomery, AL
2 days ago
Personal Banker
...obtain knowledge from the customer. Must analyze needs and recommend appropriate products and services. Meet with customers to analyze financial needs and maximize sales opportunities. Must offer all bank products and assist with other service needs, open new accounts (...
Work at office
Valley Bank
Montgomery, AL
5 days ago
Relationship Banker
$37.62k
...that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications... ...cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to...
Full time
Flexible hours
Regions Bank
Montgomery, AL
1 day 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
PNC
Montgomery, AL
1 day ago
Teller Retail Banker
Responsibilities Achieve sales by proactively identifying, marketing, and recommending banking products and services that benefit customers. Process transactions, open accounts, and perform account maintenance. Handle branch servicing duties such as vault balancing, ...
Full time
Woodforest National Bank
Millbrook, AL
4 days ago
Remote AI Security Analyst — Train & Validate Models
$40 per hour
A cybersecurity company is seeking experienced professionals to evaluate AI-generated security content and solve technical problems. This remote role offers flexibility to choose projects and work on your own schedule, with hourly pay starting at $40+. Ideal candidates ...
Remote job
Hourly pay
DataAnnotation
Montgomery, AL
2 days ago
Relationship Banker
...-6, Sat 8:30-1:30 SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting...
Temporary work
Work at office
First Horizon
Montgomery, AL
2 days ago
Remote AI Security Analyst - Train & Validate Defenses
A tech company specializing in AI security is seeking experienced cybersecurity professionals for a remote role. The position involves evaluating AI-generated security content and solving technical cybersecurity problems. Candidates should have over 2 years of relevant ...
Remote job
Hourly pay
Flexible hours
DataAnnotation
Montgomery, AL
5 days 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...
Remote job
Hourly pay
DataAnnotation
Montgomery, AL
5 days ago
Relationship Banker I - Float
...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...
Trustmark
Prattville, AL
2 days ago
Remote Financial Wellness Advisor
A financial consulting agency in Montgomery, Alabama is looking for passionate individuals to join their team. This role involves conducting virtual consultations, assessing clients' financial needs, and cultivating strong client relationships. The position offers the...
Remote work
Work from home
AO Garcia Agency
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!