This position is no longer accepting applications
Closed on June 21, 2026.
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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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