Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Consultant - Learn & Lead in Advanced Strategies for HNW Clients

WealthBridge Financial Group

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. Qualifications 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 #J-18808-Ljbffr WealthBridge Financial Group

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant - Learn & Lead in Advanced Strategies for HNW Clients in New York, NY vacancy
  •  ...PMG leverages business strategy and transformation,...  ...Working WithAt PMG, our Client Strategy team plays a...  ...partner with clients, media leads, analytics teams, and...  ....Champion a test-and-learn mindset, coordinating...  ..., and technological advancements to provide clients with... 
    Suggested
    Work experience placement
    Local area
    Shift work

    PMG

    New York, NY
    2 days ago
  • Insite US is seeking a Tax Partner to lead and expand its Private Client practice, focusing on ultra-high-net-worth individuals, families, and family...  ..., you will guide complex engagements, develop long-term strategies, and mentor a growing team while building lasting client... 
    High net worth
    Private practice

    Insite US

    New York, NY
    2 days ago
  •  ...Wealth Solutions in New Jersey is seeking a Senior Financial Planner to lead a small team and collaborate with clients to craft holistic financial plans. You will...  ...day-to-day questions, ensuring clear, tailored strategies. This hybrid role offers in-office collaboration... 
    Suggested
    Work at office
    2 days per week
    3 days per week

    Retirement Resource Center, LLC.

    New York, NY
    1 day ago
  • BDO USA is seeking a Private Client Services Senior Manager to deliver tax and consulting services to high net worth clients in New York. The role leads engagements, mentors staff, and collaborates with partners to optimize tax outcomes while maintaining client satisfaction... 
    High net worth

    BDO USA Experienced Career Site

    New York, NY
    1 day ago
  •  ...Manager to build relationships with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. The position involves strategic networking and partnership...  ...acquisition. Responsibilities include developing strategies for attracting clients, generating sales... 
    High net worth

    Moncler Group

    New York, NY
    1 day ago
  •  ...President, Program Management Lead within the Private Client Office, you will bring a...  ...with Finance, Sales Strategy, Technology, and Location...  ...business management, strategy, consulting, or program/portfolio management...  ....Chase is a leading financial services firm, helping nearly... 
    Work at office

    JP Morgan Chase

    New York, NY
    1 day ago
  •  ...platform and team of experts are leading the transformation of...  ...The responsibility of the Client Strategy Lead is to lead strategy for...  ...and creating account-level learning agendas Brief internal teams...  ...Qualifications 5+ years experience in a consultant and/or strategy role at a US... 
    Casual work

    Linqia, Inc.

    New York, NY
    3 days ago
  • $200k - $260k

     ...– High Net Worth Clients Location: New York...  ...with a variety of financial matters, including...  ...and planning strategies Manage foreign...  ...foundation taxation ~ Advanced technical tax...  ...growth and continuous learning. In addition to...  ...#accounting-finance #cpa #hnw #family-office... 
    High net worth
    Work at office
    Flexible hours

    LeoForce

    New York, NY
    5 days ago
  •  ...future with a clear strategy and purpose: to help clients optimize and...  ...shift to the New using leading-edge technologies on...  ...Are:As a Snowflake Advanced AI Solution Lead, you...  ...and machine learning solutions for enterprise...  ...facing skillsets in a consulting environmentStrong... 
    Full time
    Work experience placement
    Live in
    Work at office
    Local area
    Shift work

    Accenture

    New York, NY
    4 days ago
  •  ...seeking a dynamic Vice President, Card Product Strategy Lead to join the High Net Worth Card Product...  ...Reserve card portfolio for high net worth clients. The ideal candidate will possess 8+ years of experience in financial services product management, with a strong... 
    High net worth

    Jobleads-US

    New York, NY
    3 days ago
  • $162k - $211k

     ...mission is to help clients, colleagues and...  ...personalized, world class financial planning and...  ...(PCML), you will lead, coach, and...  ...the Private Client strategy across Citizens,...  ...utilizing the Citizens Consultative Client Engagement...  ...employment and advancement opportunities to... 
    High net worth
    Local area
    Remote work
    Flexible hours

    Citizens Financial Group

    New York, NY
    5 days ago
  • A leading wealth management firm in New York is looking for a Wealth Advisor to drive seamless investment experiences for clients. You will manage a portfolio of high-net-worth clients, delivering...  ...strong communication skills and financial expertise. Join us to reshape the... 
    High net worth

    Titan

    New York, NY
    3 days ago
  • $100k - $150k

     ...delivering real value to our clients.Our mission is to...  ..., and continuous learning opportunities. Our...  ..., planning, and consulting services to high-net...  ...tax returns.Provide advanced tax planning strategies related to income, estate...  ...relationships and leading engagementsStrong leadership... 
    High net worth
    Full time
    Private practice
    Local area
    3 days per week

    PKF O’Connor Davies

    New York, NY
    2 days ago
  • $145k - $175k

     ...Advance Your Career with a Growing Public Accounting...  ...Manager to join its Private Client Services team. This is...  ...service. If you enjoy leading client engagements,...  ...develop long-term tax strategies while supporting the...  ...benefits. Ongoing learning, technical training, and... 
    High net worth

    Insite US

    New York, NY
    4 days ago
  • $105.4k - $207.8k

     ...and executive clients to solve their...  ...new levels of financial and operational...  ...6. As a Senior Consultant and ServiceNow Platform Lead within our Finance...  ...will protect and advance the critical...  ...across finance strategy, process, operations...  ...communities. Learn more.... 
    Local area
    Visa sponsorship

    Deloitte

    New York, NY
    2 days ago
  • $118k - $178k

     ...Underwriting Practice Lead - Accident &...  ..., and other financial services to...  ...Multinational Clients, and High Net...  ...role requires advanced technical expertise...  ...with brokers, consultants, and third-...  ..., pricing strategies, and process improvements...  ...continuous learning and... 
    High net worth
    Full time
    Work at office

    American International Group (AIG)

    New York, NY
    1 day ago
  •  ...outstanding experiences for our clients and colleagues by supporting...  ...As a Field Incentive Sales Strategy Support Manager your role supports...  ...~5+ years of experience in financial services; background in...  ...and Word skills; ability to learn new systems/workflows quickly... 

    JPMorgan Chase & Co.

    New York, NY
    3 days ago
  • $147.8k - $275.3k

     ...Zone Client Advisory Leader Our not-so...  ...impact every day. Learn more about what makes...  ...model of a local consultant with the global...  ...resources of the world’s leading professional...  ...’ll direct growth strategies, solution development...  ...the delivery of financial results through... 
    High net worth
    Minimum wage
    Contract work
    Local area
    Night shift
    New York, NY
    12 days ago
  • $127.9k - $291.9k

     ...serving the global financial services...  ...with a range of clients from our most venerable...  ...compliance and consulting work for...  ...deliverablesAbility to lead projects and...  ...teams. Learn more.We offer a...  ...by data, AI and advanced technology, EY...  ...consulting, tax, strategy and transactions... 
    High net worth
    Private practice
    Summer holiday
    Local area
    Flexible hours

    EY (Ernst & Young)

    New York, NY
    2 days ago
  • $103.1k - $188.9k

     ...serving the global financial services...  ...with a range of clients from our most venerable...  ...compliance and consulting work for...  ...deliverablesAbility to lead projects and...  ...teams. Learn more.We offer a...  ...by data, AI and advanced technology, EY...  ...consulting, tax, strategy and transactions... 
    High net worth
    Private practice
    Summer holiday
    Local area
    Flexible hours

    EY (Ernst & Young)

    New York, NY
    3 days ago
  • $85k - $160k

     ...on US-based events strategy and execution...  ...Management Marketing and Client Engagement Team....  ...to reach their financial goals. Our advisor...  ...and customers, and leading-edge technology, data...  ...to fostering and advancing diversity and...  ...mindfulness programs. Learn more about our culture... 
    High net worth
    Full time
    Temporary work
    Part time

    Goldman Sachs

    New York, NY
    4 days ago
  • $130k - $185k

     ...000Job Function: Strategy and ExecutionEmployer...  ...strategic consulting to work in a world...  ...Deal Management - Financial Services practice...  ...mentoring and formal learning.Your key...  ...projects supporting our client service team in...  ...by data, AI and advanced technology, EY teams... 
    Work experience placement
    Summer holiday
    Work at office
    Flexible hours

    EY (Ernst & Young)

    New York, NY
    2 days ago
  • $175k - $240k

    Sothebys in New York is seeking a leader for its Jewelry Department, responsible for driving sales and client management strategies. The ideal candidate will oversee day-to-day operations, develop business strategies, and ensure exceptional client service, while collaborating... 

    Sothebys

    New York, NY
    4 days ago
  • Marsh McLennan Agency seeks a Zone Client Advisory Leader for the PCS National Northeast team to drive growth strategies, shape solutions, and lead vision and execution for a large client...  ...and talent management, and deliver financial results through retention and new... 

    Marsh McLennan Agency

    New York, NY
    4 days ago
  • Wealthspire is a leading wealth management, retirement advisory, and business...  ...providing tailored investment strategies and comprehensive wealth solutions...  ...on delivering sophisticated financial plans while nurturing enduring client relationships. You will collaborate... 

    Kappaalphapsi1911

    New York, NY
    4 days ago
  • Zenith USA is seeking an Associate Director, Analytics to design data strategies that tie client marketing to real business goals. You will work with Planning and Activation teams to deliver client deliverables and help senior leaders shape analytics direction. The role... 

    Zenith USA

    New York, NY
    2 days ago
  • $92k - $138k

     ...Description In the position of Lead, Client Leadership at Epsilon...  ...innovative data strategies for digital and TV...  .... Demonstrate a consultative sales approach centered...  ...Position yourself for advanced leadership...  ...opportunities for growth through learning, development and... 
    Temporary work
    Work experience placement
    Freelance
    Local area
    Flexible hours

    Publicis Group

    New York, NY
    5 days ago
  • $115k - $125k

    LE010 Manning & Napier Advisors, LLC seeks a Portfolio Strategist to represent the firm's investment strategies to clients and prospects. This role involves working closely with sales professionals and requires 7+ years of investment management experience. The ideal candidate... 

    LE010 Manning & Napier Advisors, LLC

    New York, NY
    2 days ago
  • $85k - $160k

     ...within the Investment Strategy Group (ISG). The...  ...helps empower clients and customers around...  ...world to reach their financial goals. Our advisor...  ...customers, and leading-edge technology, data...  ...to fostering and advancing diversity and...  ...mindfulness programs. Learn more about our... 
    High net worth
    Full time
    Temporary work
    Part time

    Goldman Sachs

    New York, NY
    5 days ago
  • $90k - $115k

     ...to Public Sector clients with special emphasis...  ..., evaluation and learning. The role will...  ...programme management, strategy, analysis,...  ...Quality Assurance Lead research components...  ...technical audiences. Advanced Spanish proficiency...  ...health, family life, financial wellbeing, and... 
    Work at office
    Local area

    M+C Saatchi Group

    New York, NY
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant - Learn & Lead in Advanced Strategies for HNW Clients. Be the first to apply!