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Financial Planning Specialist — Clients' Wealth
Job in
Montgomery, Montgomery County, Alabama, 36136, USA
Listed on 2026-07-10
Listing for:
Wealthbridge-Financial-Group
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Wealth Bridge Financial Group in Montgomery, Alabama, is seeking a dedicated Financial Consultant to design personalized financial plans, guide clients through decisions, and help them achieve their long-term financial goals.
The role involves comprehensive financial analyses across investments, retirement planning, tax optimization, and risk management, plus building strong client relationships and expanding the client base.
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