Wealth Advisory & Financial Planning Consultant

WealthBridge Financial Group; New York (NY); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Life and disability insurance

Wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group in New York is seeking a results-oriented Financial Consultant to join our team. You will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals.

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.

Qualifications

• Bachelor’s degree in finance, accounting, or a related field.
• Experience in financial consulting or a similar role is preferred.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills to effectively connect with clients.
• Demonstrated ability to build and maintain client relationships.
• Licenses or certifications in financial planning are a plus.
• 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

Responsibilities

• Engage with clients to understand financial objectives and provide tailored advice.
• Offer investment opportunities, retirement planning, and wealth management strategies.
• Collaborate with a network of industry experts to deliver solutions.

Skills

Financial analysis

Client relationship building

Communication skills

Problem-solving

Education

Bachelor’s degree in finance, accounting, or a related field

Job description

WealthBridge Financial Group in New York is seeking a results-oriented Financial Consultant to join our team. You will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals.

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.