Financial Consultant (Connecticut)
Wealthbridge-Financial-Group
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities Develop and maintain long-term client relationships through a client-first, consultative approach Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning) Provide education and guidance to help clients make informed financial decisions Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions Build and grow your own book of business through networking, referrals, and marketing initiatives Stay current on financial markets, products, and planning strategies Ideal Candidate Entrepreneurial mindset with strong interpersonal and communication skills Desire to build a client-focused business and long-term career Self-motivated, disciplined, and goal-oriented Interest in financial services, wealth management, or business development Prior experience in sales, finance, or client service is a plus (not required) Who You’ll Work With You’ll serve a diverse client base including: Individuals and families Business owners Institutions and organizations Why Join WealthBridge? Be part of a firm focused on people, impact, and outcomes Build a career with uncapped growth potential Work in a supportive environment that values collaboration and innovation Help clients navigate complex financial decisions with confidence What sets us apart from other firms? Access to a collaborative network of experienced professionals and mentors Advanced planning resources, digital marketing support, and business development tools Flexible career path with entrepreneurial growth opportunities Ongoing training, licensing support, and professional development Technology platforms and tools to help streamline client engagement and planning A culture focused on integrity, innovation, and long-term client success #J-18808-Ljbffr Wealthbridge-Financial-Group
- ...can start today. In the current economy, stability and financial freedom potential are two important factors that job... ...motivated individuals to join our dynamic team in Stamford, Connecticut. The Financial Consultant career is a relationship-driven position that...SuggestedStart working todayRemote work
- ...bringing in new bank and brokerage assets. Deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills. Respond to referrals and introductions generated through business partners...SuggestedWork at office
- ...independently manage complex matters Strong academic credentials Large law firm or equivalent transactional experience Connecticut Bar admission or eligibility for admission upon hire New York Bar admission is a plus. For consideration, please provide a...SuggestedWork at officeFlexible hours
- A leading financial services company seeks a Financial Consultant in Connecticut. In this role, you will engage with customers face-to-face and provide personalized financial planning and investment solutions. Strong relationship-building skills and FINRA licenses are...SuggestedRemote work
- ## ## Job Description:**Financial Consultant**If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides...SuggestedWork at office
$52k - $64k
...Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US 1 day ago Be among the first 25 applicants Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US Get AI-powered advice on this job and more exclusive...16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours$18.75 - $25 per hour
...Location: 1042 Hope Street - Stamford, Connecticut 06907 Job Summary Be a problem solver, trusted advisor, and partner to the people... .... Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper...Hourly payWork experience placementFlexible hoursShift workDay shift- A leading financial services firm in Connecticut is looking for an Investment Associate. In this role, you will partner with Financial Advisors to deliver investment solutions for clients and identify new business opportunities. Candidates should have 5 years in Financial...
$120k - $150k
A global credit investment manager in Connecticut is seeking a finance professional to manage fund-level return models and support strategic financial activities. The ideal candidate will hold a Bachelor's degree in finance or economics and possess 3-6 years of relevant...- SunTrust Investment Services, Inc. is seeking an experienced Financial Advisor in Greenwich, Connecticut. The role involves actively sourcing, growing, and retaining client relationships through personalized investment advice tailored to individual goals and needs. The...
- Truist in Greenwich, Connecticut, seeks a Financial Advisor to deliver personalized investment solutions that meet client goals, manage financial strategies, and deepen client relationships. The ideal candidate holds a Bachelor's degree in Finance and possesses relevant...
$202.5k - $227.5k
...firm has also earned Mansfield Rule Certified Plus status and has repeatedly been recognized among the Best Places to Work in Connecticut. Compensation & Benefits The firm offers a highly competitive compensation and benefits package, including: ~ Bonus...Work at officeFlexible hours- Ameriprise Financial Services, LLC in Greenwich, Connecticut is seeking an entry-level Financial Advisor Trainee to assist founding partners in managing client relationships. This full-time role offers significant career growth opportunities backed by mentorship and includes...Full timeTraineeship
$125k - $150k
...investment firm founded in 1979 with primary offices in Stamford, Connecticut and Denver, Colorado. The firm focuses on grocery-anchored and... ...efforts Lead market and property research, underwriting, financial modeling, deal structuring, financing coordination, due...Full timeTemporary work- ...administrative tasks related to client accounts ~18 years of age or older ~ Passion for service: A genuine desire to help other achieve financial stability ~ Strong communication skills: verbal and written, with an ability to engage and build rapport with clients. ~...Full timeRemote work
- ...Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of...Local areaImmediate startRemote workRelocation
$45 - $52 per hour
Information Security Analyst Contract-to-hire $45-52/hour Seeking a security-focused IT professional to support endpoint security, device management, and enterprise access controls within a modern technology environment. Responsibilities Manage and secure...Contract workWork at officeLocal area- A leading recruitment firm seeks a Fund Accountant for a global investment firm based in Darien, Connecticut. The role includes processing daily capital activities, preparing journal entries, and supporting audits. Candidates must possess a Bachelor’s degree in Accounting...Flexible hours
- ...provided once you are selected and contacted. You will have the opportunity to help a global financial services firm. With multiple locations, you will be working out of their Connecticut office (currently hybrid). The ideal candidate will have 2-5 years of fund accounting...Work at office
$109.94k - $186.76k
...a Fortune 500 company, is a globally recognized, award-winning financial institution with a history of operation since 1889. We provide... ...principles of service, expertise, and integrity. Responsibilities Consult with clients to identify goals, objectives, and risk appetite,...Flexible hours$61k - $250k
Northwestern Mutual in White Plains is seeking financial advisors to help clients achieve their financial goals through personalized planning. Advisors will enjoy extensive training and support, enabling them to grow their client base and manage tailored financial plans...$15 per hour
...by helping others change theirs! We have an immediate opening for a highly motivated analytical individual to join our Northeast Financial Group firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will...Minimum wageFull timeContract workPart timeImmediate start$109.94k - $186.76k
Financial Advisor page is loaded## Financial Advisorlocations: Greenwich, CTtime type: Full timeposted on: Posted Todayjob requisition... ...sophisticated clients using leading technology and exceptional service.1. Consults with clients to identify their goals, objectives and appetite...Flexible hours- ...sactivés. Pour en savoir plus sur les témoins utilisés et pour consulter vos préférences, veuillez vérifier les paramètres de votre... ...identification.* Experience selling investments and providing financial plans* Demonstrates a commitment to being customer-centric by...Work at office
$41.6k - $51.96k
...opportunities for new products and services based on client’s financial goals Educate clients on digital and self-service opportunities... ...Time Type: Part time Primary Location: Norwalk Connecticut United States Primary Location Full Time Salary Range: $4...Hourly payFull timePart time$75k
...career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping...Flexible hours- A global financial services firm is looking for a candidate in Connecticut for a fund accounting role. The successful applicant will assist in preparing fund financials and play a significant role in month, quarter, and year-end closes. Required qualifications include a...
$65k - $80k
Overview At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day....Temporary workWork at officeMonday to Friday$23 - $29.5 per hour
...Work Location: Westport, Connecticut, United States of America Hours: 20 Pay Details: $23.00 - $29.50 USD TD is committed... ...customer by conducting needs-based conversations; offering financial & digital solutions, and/or referring the customer to...Work at officeLocal areaWork from homeFlexible hoursNight shiftAfternoon shift- ...Middle Office Pricing Analyst Houston, Texas; Stamford, Connecticut About Us Engelhart was founded in 2013 by BTG Pactual Group... ...businesses, specifically within the North American physical and financial Power & Gas markets. Performing daily reconciliations of...Full timeWork at office
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