Financial Planning Consultant & Wealth Advisor

WealthBridge Financial Group; New York (NY); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life and disability insurance

Wellness programs

Career training & growth

Job summary

WealthBridge Financial Group is seeking a dedicated Financial Consultant to join our team in New York. You will develop personalized financial plans for clients, guiding them through investment decisions, retirement planning, and tax optimization to help them reach long-term objectives.

The ideal candidate has a finance-related degree, strong analytical and communication skills, and the ability to build lasting client relationships.

Qualifications

• 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.

Responsibilities

• Develop personalized financial plans for clients.
• Guide clients through financial decisions and objectives.
• Analyze investment strategies, risk management, retirement planning, and tax optimization.

Skills

Financial planning

Client relationships

Analytical skills

Communication

Investment products

Planning software

Education

Bachelor's degree in finance, economics, or related field

Tools

Financial planning software

Job description

WealthBridge Financial Group is seeking a dedicated Financial Consultant to join our team in New York. You will develop personalized financial plans for clients, guiding them through investment decisions, retirement planning, and tax optimization to help them reach long-term objectives.

The ideal candidate has a finance-related degree, strong analytical and communication skills, and the ability to build lasting client relationships.