Investment Consulting Finance Jobs

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2mo ago

Financial Consultant

WealthBridge Financial Group Manhasset, NY

Manhasset, NY

2mo ago Closed

$100k - $150k/yr Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Jun 21, 2026).

Job Description

Join WealthBridge Financial Group as a Financial Consultant in Manhasset Hills, NY. This onsite role offers a competitive salary of USD 100,000 to 150,000 per year, a comprehensive benefits package, and clear opportunities for professional growth through ongoing training and development.

Benefits

Health coverage (medical, dental, and vision) for you and your dependents
401(k) retirement plan with company match
Life and disability insurance
Employee wellness programs and mental health resources
Career growth opportunities and ongoing training support

Responsibilities

Develop personalized financial plans for clients
Guide clients through their financial decisions
Help clients reach their long-term financial objectives
Conduct comprehensive financial analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization

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

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