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Plan Right Financial Group Jobs (NOW HIRING)

WealthBridge Financial Group

WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join ... 401(k) retirement plan with company match to help you build long-term security * Life and ...

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Plan Right Financial Group information

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$31.5K

$74.5K

$117K

How much do plan right financial group jobs pay per year?

As of Jul 12, 2026, the average yearly pay for plan right financial group in the United States is $74,528.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,000.00 and $94,000.00 per year, depending on experience, location, and employer.

What types of career growth opportunities can financial advisors expect at Plan Right Financial Group?

At Plan Right Financial Group, financial advisors often have access to a clear career path that includes advancement into senior advisory roles, team leadership, or management positions as they gain experience and demonstrate strong performance. The company typically supports professional development through ongoing training, mentorship programs, and opportunities to earn industry certifications. Advisors who consistently meet or exceed goals may also be given the chance to specialize in areas such as retirement planning, estate planning, or wealth management, further enhancing their expertise and career prospects.

What is Planright financial?

Plan Right Financial Group is a financial services company that offers planning and advisory services related to investments, retirement, and insurance. Employees in roles such as financial advisors or planners typically need strong communication skills and relevant certifications like the Series 7 or Series 65. The company operates in a professional environment focused on helping clients achieve their financial goals.

Why do most insurance agents quit?

Most insurance agents quit due to high competition, challenging sales targets, and inconsistent income, especially during the initial stages of building their client base. The job often requires strong interpersonal skills, self-motivation, and resilience, as it involves ongoing prospecting and rejection. Many also leave because of the demanding schedule and the need for continuous training and certification to stay compliant and effective.

What is Plan Right Financial Group and what do they do?

Plan Right Financial Group is a financial services company that specializes in providing insurance solutions and financial planning for individuals and families. They typically offer products such as life insurance, final expense insurance, and retirement planning services. The company works with clients to assess their financial needs, recommend suitable policies, and help them secure their financial future. Agents at Plan Right Financial Group are trained to guide clients through the process of choosing and applying for the right insurance and financial products.

What is the difference between Plan Right Financial Group vs Financial Advisor?

AspectPlan Right Financial GroupFinancial Advisor
CredentialsCertified Financial Planner (CFP), Series 7/66 licensesCFP, Series 7/66, or other licenses
Work EnvironmentFinancial planning firms, client consultations, office settingsBanking, independent firms, or corporate environments
Industry UsageFinancial planning and wealth managementInvestment advice, portfolio management, financial planning

Plan Right Financial Group primarily focuses on comprehensive financial planning and wealth management, often working closely with clients to develop tailored strategies. Financial Advisors may have a broader scope, including investment management and sales of financial products. Both roles require similar certifications and work in related environments, but their specific services and client interactions can differ.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Plan Right Financial Group, and why are they important?

To thrive as a Financial Advisor, you need a strong foundation in financial planning, investment strategies, and relevant certifications such as a FINRA Series 6 or 7 license and/or life insurance license. Familiarity with financial planning software, CRM systems, and compliance platforms is typically required. Excellent interpersonal skills, integrity, and the ability to build lasting client relationships are crucial soft skills for success. These competencies ensure you can provide sound financial guidance, comply with regulations, and foster trust with clients, which are essential for long-term success in the financial services industry.

What is the highest paid position in insurance?

In the insurance industry, executive roles such as Chief Executive Officer (CEO), Chief Underwriting Officer, and Chief Financial Officer (CFO) tend to be the highest paid positions, often earning six- or seven-figure salaries. These roles require extensive experience, leadership skills, and often advanced certifications or degrees, and they oversee company strategy, underwriting, and financial management.

Is Plan Right financial a good company to work for?

Plan Right Financial Group is a financial services company that offers roles such as financial advisors and support staff. Employee experiences vary, but the company typically provides training, licensing support, and a commission-based compensation structure common in the industry.
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Plan Right Financial Group jobs near you
Infographic showing various Plan Right Financial Group job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $74,528 per year, or $35.8 per hour.

Financial Consultant

WealthBridge Financial Group

Harvest, AL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 20 days ago

Job description

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