Financial Consultant (Long Island)

WealthBridge Financial Group

Job Description

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

Apply

Vacancy posted 4 days ago

Similar jobs that could be interesting for youBased on the Financial Consultant (Long Island) in Melville, NY vacancy

Financial Adviser Advanced Strategies for HNW Clients (Long Island)
...Description About Us At WealthBridge Financial Group, we help individuals, families, and... ...collaboration, and education to deliver long-term impact and trusted client... ...relationships through a client-first, consultative approach Analyze clients’ financial goals...
Suggested
Flexible hours
WealthBridge Financial Group
Melville, NY
4 days ago
Financial Solutions Advisor - Eastern Long Island Market
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible... .... Responsibilities Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage...
Suggested
Temporary work
Monday to Friday
Shift work
Day shift
Bank of America
Smithtown, NY
4 days ago
Financial Advisor- East Meadow, Long Island
...Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year... ...retail and small business banking clients Consultative sales experience required Demonstrated ability... ...Twisting - Occasional Concentrating for long periods of time - Continuous Applying...
Suggested
Work experience placement
Work at office
Local area
Work from home
Flexible hours
TD
East Meadow, NY
23 hours ago
Financial Solutions Advisor - Central Long Island Market ( Bilingual Spanish Required)
$70k - $80k
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible... ...! Responsibilities Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage...
Suggested
Temporary work
Work at office
Monday to Friday
Shift work
Day shift
Bank of America
Copiague, NY
4 days ago
Media Consultant - Long Island Radio
...Media Consultant - Long Island Radio Location: West Babylon, NY, US, 11704 Location: NY-Long Island Job Title: Media Consultant - Long Island Radio Position Overview Cox Media Group (CMG) is looking for Media Consultants (MCs) for outside sales roles focused...
Suggested
Temporary work
Work experience placement
Work at office
Local area
Remote work
Flexible hours
Cox Media Group
West Babylon, NY
2 days ago
Merrill Financial Solutions Advisor (Partially Licensed)- Long Island East Market
$100k
...life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients... ...relevant regulatory due diligence into daily activities and long-term strategies for clients Desired Qualifications: ~...
Work at office
Shift work
Day shift
Bank of America Corporation
Melville, NY
10 days ago
Field Product Advisors IV- Roslyn/Plainview/Southampton Long Island, NY Locations (For Future C[...]
$20.91 - $26.14 per hour
...Summary Join Our Talent Community: We're always excited to connect with great talent. This posting is for future considerations of our Long Island NY locations as we continue to grow. While there isn't an immediate openings at these locations, we encourage you to apply if you...
Hourly pay
Full time
Temporary work
Part time
Local area
Immediate start
Flexible hours
Shift work
Night shift
Weekend work
Rivian
Syosset, NY
2 days ago
Financial Solutions Advisor Registration Candidate - Central Long Island Market
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...Responsibilities: Works with clients to plan their short and long-term financial goals by building a financial plan with...
Temporary work
Work at office
Monday to Friday
Shift work
Day shift
Bank of America Corporation
Melville, NY
a month ago
Financial Consultant - Plainview, NY
$60k - $75k
...Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships... ...empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your...
Work at office
Work from home
Fidelity Investments
Plainview, NY
3 days ago
Client-Focused Financial Solutions Advisor: Long Island East
A leading financial institution is seeking an experienced financial advisor to provide tailored advice and solutions to clients. Responsibilities include building financial plans, triaging requests, and recommending suitable products. The ideal candidate should have at...
Bank of America
Central Islip, NY
4 days ago
Client-Focused Financial Solutions Advisor: Long Island East
A leading financial services company in Commack is seeking an experienced financial advisor to help clients achieve their financial goals through tailored investment strategies. The role includes providing comprehensive advice, triaging client leads, and building strong...
Bank of America
Commack, NY
3 days ago
Financial Advisor
$100k
...Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for... ...network and prospect for new clients Must live in or near Long Island, Brooklyn, or Queens About Company We are among the strongest...
Start working today
Live in
Work at office
NYL - Melville
Melville, NY
26 days ago
Financial Consultant
$100k
...Description We are seeking an experienced financial advisor to assist clients in designing... ...track record of creating successful and long-term advising relationships, and... ...advisor, financial analyst, or financial consultant is desired Experience with computer programs...
Permanent employment
Eastern Advisory Group
Melville, NY
20 days ago
Entry Level Financial Advisor
$120k
...Job Description Job Description A great opportunity is available at the New York Life, Long Island, NY, for an Entry-Level Financial Advisor position. Help families, business owners, and corporations secure their financial futures with us. Drive your professional development...
NYL - Nassau-Suffolk NY
Melville, NY
11 days ago
Merrill Advisor Development Program - Financial Advisor: Long Island East Market
...goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients... ...success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate...
Interim role
Work at office
Local area
Immediate start
Shift work
Day shift
Bank of America Corporation
Melville, NY
a month ago
Financial Advisor
$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where... ...entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a...
Full time
Contract work
For contractors
Work at office
Northwestern Mutual Life Insurance Company
Farmingdale, NY
6 hours ago
Financial Services Professional & Investment Advisor
$100k
...Job Description Job Description Job Title: Financial Services Professional & Investment Advisor - Launch Your Successful Career at... ...their financial goals and secure their futures. Location: Long Island, NY Position Type: Full-Time Position Summary: New York...
Full time
Work at office
New York Life Insurance
Melville, NY
20 days ago
Financial Advisor
$100k - $150k
...Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. Financial Advisor Position Our Long Island office in New York is looking for a Financial Advisor to work as part of an advisory team, helping clients...
Full time
Temporary work
Work at office
Flexible hours
Wealth Enhancement
Deer Park, NY
5 days ago
Financial Adviser
Financial Adviser Entry Level, Career Changer or Experienced Agent/Advisor Ready to take your career and life to new levels of purpose... .... We are growing our team of Financial Professionals in Long Island, NY, currently looking for talented individuals interested in...
Work experience placement
Flexible hours
The Quintessential Experience
Brentwood, NY
5 days ago
LPL Financial Advisor
$32k
...with two things: hiring incredible people and giving them a great place to work. What You’ll Do FourLeaf Financial Group Advisors work with members on a long-term basis, pursuing goals from the initial relationship genesis, providing financial services and products...
Base plus commission
Flexible hours
FourLeaf Federal Credit Union
Bethpage, NY
1 day ago
Financial Advisor
$100k - $150k
...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes... ...craft their future. For more information, please visit Our Long Island office in New York is looking for a Financial Advisor working...
Full time
Temporary work
Work at office
Flexible hours
Wealth Enhancement Group
Deer Park, NY
1 day ago
Financial Advisor
$45k - $100k
...Financial Advisor Opportunity Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company... ...advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies...
Traineeship
Work at office
Local area
Work from home
Home office
Flexible hours
Edward Jones
Farmingdale, NY
28 days ago
Financial Advisor
$90k
...individuals eager to learn and grow in the financial services industry. As a Financial... ...and businesses, helping them achieve their long-term financial goals. Through our structured... ...of employment. Qualifications: Long Island/Queens candidates only. Must be able to...
Permanent employment
Internship
Work at office
Local area
Remote work
Eastern Advisory Group
Hauppauge, NY
4 days ago
Financial Representative
...Job Description Job Description Financial Representative National Financial Network – NYC, Long Island, New Jersey, Connecticut, Pennsylvania, and Boston Overview Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential...
National Financial Network - Guardian
Garden City, NY
11 days ago
Relationship Banker - Brooklyn Queens West NY Area
$25 - $27.88 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...- 15116 84th St - LINDENWOOD VILLAGE BC (NY5117), US - NY - Long Island City - 2410 Jackson Ave - LONG ISLAND CITY-JACKSON AVE BC (NY5...
Hourly pay
Full time
Work at office
Shift work
Weekend work
Day shift
Bank of America
Melville, NY
1 day ago
Senior Lead Commercial Banking Relationship Manager
$191k - $305k
...for clients with annual revenue of$100MM to $2B supporting the Long Island market as part of the Commercial Bank. Learn more about the... ...management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating...
Full time
Work experience placement
Wells Fargo
Melville, NY
23 hours ago
HFA Financial Advisor Senior - Branch
HFA Financial Advisor Senior - Branch page is loaded## HFA Financial Advisor Senior - Branchremote type: Officelocations: Moon Township,... ...most appropriate financial solutions for their short-term and long-term goals. **Duties & Responsibilities:*** Responsible for personal...
Temporary work
Work at office
Remote work
Work from home
Flexible hours
Huntington Bank
Huntington, NY
4 days ago
Hybrid Financial Advisor — Personal Wealth & Planning
$32k
A community-focused financial institution in New York is seeking a Financial Advisor to provide long-term investment planning services. The ideal candidate will have a strong sales background, experience in the financial market, and relevant certifications. This hybrid...
FourLeaf Federal Credit Union
Bethpage, NY
1 day ago
Financial Services Team Associate
$100k - $200k
Financial Services Team Associate Blue Ocean Wealth Solutions, LLC Position Overview Blue Ocean... ...support the development and servicing of long-term client relationships while... ...Solutions has been recognized as a Top Long Island Workplace from 2018-2025 by Schneps Long...
Full time
Contract work
For contractors
Work at office
Work visa
Blue Ocean Wealth Solutions, LLC- A MassMutual Firm
Greenvale, NY
1 day ago
Financial Consultant
We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal... ...or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills...
Equitable Advisors - Southern New Hampshire
Melville, NY
2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant (Long Island). Be the first to apply!