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Wg Financial Group

1 job near Columbus, OH

Associate Financial Advisor

WG Financial Group

Brentwood, TN • On-site

Other

Medical, Dental, Vision, Retirement

Posted 2 days ago

New

Job description

We are seeking a dynamic candidate for our growing financial planning office. At WG we love our clients and our employees! You must be a solid team player who is looking to grow personally and professionally.


Company Description

WG Financial Group is a financial advisory firm based in Huntsville, Alabama, providing comprehensive planning services that include retirement planning, investment management, tax strategies, and legacy planning. The firm is built on four core pillars—retirement, investments, tax, and legacy—which guide its approach to helping clients pursue long-term financial goals. WG Financial Group offers insurance products through its insurance business and provides investment advisory services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.


Role Description

The Associate Financial Advisor is a full-time, on-site role based in Huntsville, AL. This role supports the lead advisors in developing client financial plans, including gathering and analyzing client data, preparing reports, and assisting with recommendations in areas such as retirement, investments, tax strategies, and legacy planning. Day-to-day responsibilities include participating in client meetings, documenting follow-up actions, coordinating account service requests, and ensuring accurate record keeping in firm systems. The Associate Financial Advisor also helps with research on investment options, prepares presentation materials, and collaborates with team members to deliver a consistent, client-focused experience while adhering to regulatory and firm compliance standards.


PREFERRED SKILLS

  • Prior experience working in the financial industry
  • Life Insurance license and/or Series 65 license
  • Detail-oriented; Process-driven
  • Highly organized with strong follow-through
  • Excellent time management skills
  • Demonstrates persistence to achieve high-quality work and provide superior service to both internal and external clients
  • Proficient in Microsoft Office applications and software
  • Problem-solving-ability to find a solution without supervision
  • Ability to work independently
  • Must be a team player committed to our common goal


Salary will be based on experience and licensing.

We offer competitive benefits like medical, dental, and vision, as well as 401k.


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