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

**Description**

WealthBridge Financial Group is seeking a results-oriented **Financial Consultant ** to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with 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.

As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.

**Requirements**

- 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

**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 Planner

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