Wealth Management Advisor: Strategic Financial Planning

WealthBridge Financial Group; Town of Avon (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life insurance

Disability insurance

Wellness programs

Career growth

Job summary

WealthBridge Financial Group in New York seeks a Wealth Management Consultant to guide clients toward their financial goals with tailored advice across investments, retirement planning, and wealth strategies. You will analyze client needs with advanced tools, craft actionable plans, and collaborate with a network of experts to deliver exceptional service and build lasting relationships.

This role emphasizes results, strong communication, and ongoing professional growth within a client-focused

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.

Responsibilities

• Engage with clients to understand financial objectives and provide tailored advice and strategies.
• Leverage financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.
• Utilize advanced financial tools and analytics to assess client needs and develop effective action plans.
• Collaborate with a network of industry experts and access to cutting-edge resources to serve clients effectively.

Skills

Analytical

Communication

Relationship mgmt

Problem-solving

Education

Bachelor's degree in Finance or related field

Job description

WealthBridge Financial Group in New York seeks a Wealth Management Consultant to guide clients toward their financial goals with tailored advice across investments, retirement planning, and wealth strategies. You will analyze client needs with advanced tools, craft actionable plans, and collaborate with a network of experts to deliver exceptional service and build lasting relationships.

This role emphasizes results, strong communication, and ongoing professional growth within a client-focused