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Strategic Wealth Planner & Advisor

Job in Montgomery, Montgomery County, Alabama, 36136, USA
Listing for: WealthBridge Financial Group
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 65000 - 85000 USD Yearly USD 65000.00 85000.00 YEAR
Job Description & How to Apply Below

Wealth Bridge Financial Group seeks a dedicated Financial Consultant to join our team. You will develop personalized financial plans for clients, guiding them through their financial decisions and helping them reach long-term objectives.

You will conduct comprehensive analyses across investments, risk management, retirement planning, and tax optimization, leveraging our tools to enhance client relationships and grow the client base.

We are currently recruiting a Strategic Wealth Planner & Advisor for our team in Montgomery, AL, United States.

Learn more about the Strategic Wealth Planner & Advisor role in the description above.

We appreciate your interest in this position.

Join Wealth Bridge Financial Group and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Strategic Wealth Planner & Advisor role at Wealth Bridge Financial Group, based in Montgomery, AL, United States.

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