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
$130k - $205k
...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...SuggestedWork experience placementSummer holidayWork at officeImmediate startFlexible hours- ...JPMorgan Chase & Co. Wealth Management seeks a Wealth Client Specialist in New York to address the sophisticated wealth needs of high net worth and ultra high net worth individuals and institutions. You will market JPMorgan Chase wealth management services, source new...High net worth
- ...Description Linqia is a leading independent influencer... ...creator-led strategies that deliver full-funnel... ...driven environment. Client Strategy Lead The responsibility... ...account-level learning agendas Brief... ...years experience in a consultant and/or strategy role at...SuggestedCasual work
- ...management. You will coordinate with Advisors, Trust Officers, and other specialists to deliver comprehensive financial planning and solutions for high net worth clients. Required is a bachelor’s degree plus 9 years of sales in financial services, or 13 years total...High net worthWork experience placement
- Zeta Global Corp. is searching for a Lead Analyst in Programmatic Analytics and Strategy in NYC. In this client-facing role, you'll communicate campaign strategies, deliver... ...to improve campaign effectiveness and develop advanced analytic solutions. This position requires a...Suggested
$182.5k - $208.3k
...Manager, Velocity Black Strategy & Analytics Lead Velocity Black, a... ...powered by advanced technology and human... ...a scrappy, test and learn mindset. They will need... ...environment. Previous consulting experience is a plus... ...years of experience in financial modeling 2+ years of...High net worthFull timeTemporary workPart timeLocal areaShift work- ...Talnt seeks a Private Client Services Tax Partner to guide high‑net‑worth client relationships and grow the PCS practice. You will advise... ...practice's future. You will own key client relationships, lead complex tax planning and compliance for individuals, trusts, estates...High net worth
- ...individuals to advance their careers... ...With a wealth of learning and career... ...facility, and leading market tools,... ...join our KPMG Strategy practice. Responsibilities... ...delivering client engagements... ...including financial due diligence,... ...tax, management consulting financial...H1bLocal area
- ...& Marsal in New York seeks a Director to lead tax planning for high net worth individuals... ...multiple engagements, and build strong client relationships. The role requires extensive... ...experience, leadership capability, and advanced Excel skills, with GoSystems and OneSource...High net worth
$145k - $175k
...Tax Manager – Private Client Services Location: New York (Hybrid) Advance Your Career with a Growing... .... If you enjoy leading client engagements, mentoring... ...develop long-term tax strategies while supporting the... ...friendly benefits. Ongoing learning, technical training,...High net worth- ...seeking a Senior Director for its Private Client Services tax practice in the United... ...companies and high net worth individuals, lead compliance for various entities, review complex... ..., and delivering proactive tax strategies while staying current with law changes to...High net worthPrivate practice
$125.65k - $233.35k
...technical and commercial client solutions partner for... ...value.Connects client strategy, programmatic technology... ...client recommendations.Advanced proficiency with Excel... ...skills with the ability to lead complex initiatives and... ...awaits. Apply today! Learn more about The Post at...Full timePart time$184.3k - $331.7k
...opportunityThe Talent Advanced Analytics Lead is responsible... ...Analytics strategy. This role combines... ..., retention, learning, talent mobility... ...strategists, analytics consultants, AI... ...consultant to external clients for talent domain... ...your physical, financial and social well-...Summer holidayLocal areaImmediate startFlexible hoursWeekend work- ...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 timeWork experience placementLive inWork at officeLocal areaShift work
$292k - $373k
Ibotta is seeking a Team Lead, Client Partnerships to join... ..., strategic deal advancement, and scalable sales practices... ...long-range account strategies, using strong... ...total experience in consultative sales, strategic partnerships... ...to your recruiter to learn more. This...Full timeLive inWork at officeRemote workFlexible hours- ...individuals connected to real estate. You will work alongside the current Partner to service and grow the book from day one. You will lead senior client relationships, oversee an established support team, and provide tax planning, advisory and compliance oversight, while...High net worth
- 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
$123k - $273k
...of an industry-leading firm with a... ...can support our clients, local communities... ...our clients’ financial future. And in... ...for the advancement, promotion, and... ...Alternatives strategies with financial... ...Internal Sales Consultants [wholesalers],... ...Click here to learn more! DWS’ Hybrid...Work at officeLocal areaWork from homeFlexible hours- ...first-class experience to clients within J.P. Morgan’s... ...Families Group, EEATeam Lead in the International... ...knowledge of investments, financial planning, credit and... ...developing and executing on the strategy of the local market,... ...practices and lessons learned across the team...High net worthTemporary workWork experience placementBank staffLocal area
$100k - $135k
...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 worthFull timePrivate practiceLocal area3 days per week$132.5k - $338.3k
...Enterprise practice leads AI-driven... ...solver with extensive consulting and industry experience... ...and built lasting client relationships. You... ...transition strategy aligned to the process... ...Points MBA or advanced degree in organizational... ...’ll continue to learn and grow so you...Live inWork at officeLocal area- ...Accenture LearnVantage helps clients reskill and upskill their people in technology, data... ...business value. This role focuses on leading engagements, owning senior client relationships... .... You will design and test growth strategy solutions, work with cross-functional teams...
- ...COLAB is seeking an experienced SEO Lead to drive strategy and execution in a remote, client-facing capacity. With 10+ years in hands-on SEO and 5–10+ team leadership, you will guide US-based agency clients through technical, on-page, off-page, and local SEO initiatives...Local areaRemote work
- ...Re:signal is seeking a Senior SEO Strategist to own the Organic Search strategy for a portfolio of 3–5 eCommerce clients. You will lead a pod of 2–5 SEO specialists while remaining hands-on on technical SEO and content strategy. You will own delivery leadership and drive...
$197.5k - $348.7k
...Baker Tilly is a leading advisory, tax... ..., providing clients with a genuine... ...world’s leading financial centers -- New... ...and consulting services to industry... ...in firm wide learning and development... ..., master’s or advanced degree desirable... ...regarding applicable strategies, see the "big...High net worthLocal areaWorldwide$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 worthPrivate practiceSummer holidayLocal areaFlexible hours$160k - $240k
...Pricing Strategy Lead - Vice President / Senior... ...frameworks, evaluate client and product... ...strategy, management consulting, strategic... ...analyses within financial services, fintech... ...is preferred ~ Advanced proficiency in Excel... ...dyspraxia, other learning disabilities Partial...Full timeWork at officeRemote work$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 worthPrivate practiceSummer holidayLocal areaFlexible hours$350k
...Director – Private Client Group New York, NY | Hybrid | $200K–$350K HNW Tax | Trusts & Estates | Partnerships | Private Client A leading New York CPA firm is looking for an experienced... ...-client tax engagements Review advanced individual, fiduciary and partnership...High net worthWork at office$95.55k - $195.25k
...quality tax services to our clients. Tax Transformation... ...Work you’ll do As a Tax Strategy and Transformation Senior Consultant supporting Transformation... ...assessmentsDevelop and deliver learning materials; support... ...AgentAlteryx Designer- Advanced CertificationAWS Certified...Work at officeLocal areaVisa sponsorship
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