WealthBridge helps clients nationwide create and maintain wealth through keen listening and creative planning. Our core Planning Principals are built on sound business strategy and our clients best interest at all times. At WealthBridge Financial Group, we provide a full range of investment and risk management products and services to individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees in all fifty states.

Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., a Member FINRA/SIPC, 675 Third Avenue, Suite 900, New York, NY 10017, (212) 986-0400. WealthBridge Financial Group is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. 

National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct business in New York. TC122075(0721)P

Industry: Financial Services
Company Size: 51-200 employees

WealthBridge Financial Group

Savvy Admin PROD

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**

**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

Financial Consultant (Long Island)

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