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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Consultant - Learn & Lead in Advanced Strategies for HNW Clients in Liverpool, NY vacancy
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual...  ...where you can help your clients achieve their goals through...  ..., and development strategies you need to be...  ...team, or becoming an advanced advisor. Responsibilities...  ...from industry experts, learn the art of client acquisition... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Baldwinsville, NY
    3 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative Internship College Financial...  ...Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set... 
    Suggested
    Full time
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Baldwinsville, NY
    3 days ago
  • $105k - $160.2k

     ...can expect, and how we deliver. Learn more about our extraordinary...  ...The Construction Automation Lead is responsible for the day-to-...  ...project leadership,contractors, and client representatives Total...  ...people thrive. Whether it is advancing careers, delivering programs to... 
    Suggested
    16 hours
    Full time
    For contractors
    Work experience placement
    Work at office
    Local area
    Remote work
    Relocation

    Bechtel Global Corporation

    Clay, NY
    3 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative...  ...allowing you to: Learn how to prospect and network...  ...build your business and client base Develop and execute on a business strategy Call on potential...  ...experience and industry-leading products to give our clients... 
    Suggested
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    East Syracuse, NY
    5 days ago
  • $66.15k - $80k

     ...products and solutions that help advance the industries we serve,...  ...sales in 2025 were $8.9 billion. Learn more at At Avery Dennison,...  ...Production Supervisor), you will lead safety, quality, and...  .... Operational Excellence & Strategy Workflow Optimization: Alter... 
    Suggested
    Worldwide
    Monday to Friday
    Afternoon shift

    Avery Dennison

    Liverpool, NY
    2 days ago
  • $50k - $68k

     ...communities. The Private Client Banker (PCB) is part...  ...-based approach to financial advice. As a PCB, you...  ...clients, including tele-consulting, outside calling, prospecting...  ...quality conversations leading to recommendations...  ...needed to advance one’s own EI maturity... 
    Hourly pay
    Temporary work
    Day shift

    KeyBank

    Dewitt, NY
    more than 2 months ago
  • $53k - $60k

     ...~ Health insurance ~ Opportunity for advancement ~ Paid time off ~ Training & development...  ...~ Employee discounts Lead Preschool Teacher - Baldwinsville, NY *Full...  ...committed to helping each other succeed, learn, and grow-all while bringing the best care... 
    Full time
    Summer work
    Summer holiday
    Local area
    Monday to Friday
    Day shift
    Afternoon shift

    Little Lukes Preschool and Childcare Center

    Baldwinsville, NY
    1 day ago
  •  ...Benefits Health insurance Opportunity for advancement Paid time off Training & development...  ...salary Dental insurance Employee discounts Lead Preschool Teacher – Baldwinsville, NY...  ...create a positive, engaging, and structured learning environment where children are... 
    Full time
    Summer work
    Summer holiday
    Local area
    Monday to Friday
    Day shift
    Afternoon shift

    Little Lukes

    Baldwinsville, NY
    4 days ago
  • $35.75k - $52.04k

     ...to identify needs and offer financial solutions to help customers secure...  ...nurture conversations, leading the way to meaningful financial...  ...work closely with UMB leaders, learning from their mentorship and...  ...sell conversations that deepen client relationships while meeting the... 
    Local area
    Flexible hours
    Afternoon shift

    Dormont Manufacturing Company

    Liverpool, NY
    2 days ago
  • $50 - $60 per hour

     ...finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.   In this role, you might: Review and... 
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Baldwinsville, NY
    5 days ago
  •  ...rebuild, inspire, and lead from the front-a strategic...  ...and executing strategies that drive real business...  ...but not required. • Financial fluency - Able to connect...  ...and building lasting client relationships. • Adaptability...  ..., talents, and learning styles. • Courageous... 
    Local area
    Immediate start

    SmartStyle

    Cicero, NY
    2 days ago
  • $54.7k - $98.4k

     ...Holidays plus 1 "MyDay" off FinFit financial coaching and services 401(k)...  ...MyQuest for Education Career advancement opportunities and so much...  ...and onboarding of new Clients. Investigates/resolves and responds...  ...management objectives. Organizes and leads projects both within the... 
    Work experience placement
    Local area
    Relocation
    Monday to Friday
    Flexible hours
    Weekend work

    Quest Diagnostics Incorporated

    Baldwinsville, NY
    2 days ago
  • $68.7k - $85k

     ...Job Description Job Description As a Lead Field Service Technician here at...  ...and parental leave), and 12 Paid Holidays. Learn more The annual base salary for this position...  .... BA products and services include advanced software applications for building control... 
    Permanent employment
    Temporary work
    Work experience placement
    Remote work
    Flexible hours

    Honeywell

    North Syracuse, NY
    20 days ago
  • $115.7k - $150.5k

     ...opportunity for a dynamic, results-oriented Lead Supplier Program Manager (SPM) to join...  ...communication and interpersonal skills. Strong financial acumen with ability to assess cost...  .... ~ Professional certification or advanced degree. ~ Cross-functional experience with... 
    Contract work
    Temporary work
    For contractors
    Work experience placement
    Casual work
    Local area

    SAAB

    Warners, NY
    1 day ago
  • $21.4 per hour

     ...need for repairs or additions to building systems. • Establish and maintain effective communication and working relationships with clients, co-workers, and supervisors. • Adhere to all safety, security, compliance, and quality standards set by the company, clients,... 
    Hourly pay
    Work experience placement
    Local area

    ABM Industries

    Liverpool, NY
    3 days ago
  • $100k

     ...Responsible for identifying potential new clients and working with them to build a wealth...  ...and fulfill customer’s investment and financial needs through a personalized review of...  ...Growth – Provides investment consultation and financial planning services to bank... 
    Base plus commission
    Work at office

    RadNet

    Baldwinsville, NY
    1 day ago
  • $17.5 per hour

     ...to perform the routine janitorial duties as well as oversee and lead the day-to-day duties of the custodial staff. Assists in...  ...records in accordance with established procedures. • Develops strategies to motivate staff to achieve department and branch goals. Foster... 
    Full time
    Shift work

    YMCA of Central New York

    Baldwinsville, NY
    5 days ago
  • $17.5 per hour

     ...Summary: This position supports the mission and work of the Y, a leading nonprofit, charitable organization. Under the guidance of the...  ...with their training. Salary and Benefits: YMCA Early Learning Center Quality Service Theme: We make a positive difference in... 
    Full time
    Part time
    Work at office
    Monday to Friday

    YMCA of Central New York

    Liverpool, NY
    1 day ago
  • $37 per hour

     ...and local governments and private-sector clients across New York State and Pen... Show more...  ...and Military Affairs, the Director will lead the day-to-day operations of the Office of...  ...paced office that offers the ability to learn, grow and ... Show more Full-time Administrative... 
    Hourly pay
    Full time
    Part time
    Work at office
    Local area
    Immediate start
    Remote work
    Work from home

    Chick-fil-A

    Baldwinsville, NY
    1 hour ago
  • $20.5 per hour

     ...join us in become the most admired car wash business! As a Team Lead at GO Car Wash, you’ll help site managers with the daily...  ...well as an opportunity to grow your career with us, while also learning work/life skills you can transfer to any path you choose for your... 
    Full time

    GO Car Wash

    North Syracuse, NY
    1 day ago
  • $18.3 - $22.45 per hour

     ...new friendships, and confident learners are born. At KinderCare Learning Companies, the first and only early childhood education provider...  ...matters. When You Join Our Team As A Sr. Teacher You Will: Lead the implementation of KinderCare's curriculum in a way that is... 
    Hourly pay
    Local area

    KinderCare Education

    Liverpool, NY
    4 days ago
  • $20.19 - $30.77 per hour

     ...communities. Personal Bankers engage clients in deeper conversations to...  ...to assist in client's financial wellness both in person and through...  ...unique financial goals, leading to client confidence in their...  ...with clients, including tele-consulting, outside calling, prospecting... 
    Hourly pay
    Temporary work
    Day shift

    KeyCorp

    Baldwinsville, NY
    18 hours ago
  •  ...Responsibilities Engage clients in the lobby to educate and assist with conducting transactions...  ...to gain in-depth knowledge of their financial and life priorities and connect them to solutions...  ...engaging all clients. Has the ability to learn and adapt to new information and... 
    Flexible hours
    Weekend work

    Jobtailor

    Camillus, NY
    3 days ago
  • $16.5 per hour

     ...Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our...  ..., and professional development and advancement opportunities. As an equal-opportunity workplace...  ...office applications; ability to learn and navigate banking systems Ability... 
    Bank staff
    Work at office
    Local area
    Flexible hours
    Night shift

    Community Bank NA

    East Syracuse, NY
    8 days ago
  • $18 - $23.08 per hour

     ...in our KeyBank communities. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to...  ...Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial... 
    Hourly pay
    Work experience placement
    Flexible hours
    Shift work
    Day shift

    Key Bank

    North Syracuse, NY
    2 days ago
  • $91k - $138.8k

     ...can expect, and how we deliver. Learn more about our extraordinary...  ...work areas, subcontractors, and client or resident representatives as...  ...management; experience with Advanced Work Packaging is preferred....  ...more attractive destination for leading talent. We are committed to... 
    16 hours
    Permanent employment
    Full time
    Work experience placement
    For subcontractor
    Work at office
    Local area
    Remote work
    Relocation

    Bechtel Global Corporation

    Clay, NY
    4 days ago
  • $18 - $23.08 per hour

     ...in our KeyBank communities. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to...  ...Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial... 
    Hourly pay
    Work experience placement
    Shift work
    Day shift

    Key Bank

    Baldwinsville, NY
    1 hour ago
  •  ...Distribution Lead Immediate need for a talented Distribution Lead. This is...  ...Management Inventory management Our client is a leading Financial Industry, and we are currently...  ...for immediate consideration. Pyramid Consulting, Inc. provides equal employment opportunities... 
    Contract work
    Local area
    Immediate start

    Pyramid Consulting

    East Syracuse, NY
    3 days ago
  •  ...expect, and how we deliver. Learn more about our extraordinary...  ...coordination and instruction with lead electrical superintendent and...  ..., procedures, and execution strategies for direct hire electrical...  ...people thrive. Whether it is advancing careers, delivering programs... 
    16 hours
    Full time
    Work experience placement
    For subcontractor
    Work at office
    Local area
    Remote work
    Relocation

    Bechtel Global Corporation

    Clay, NY
    4 days ago
  • $17 - $20.25 per hour

     ...Catering Lead Panera Bread is seeking a reliable and people-oriented professional to manage catering operations in Clay, NY (State...  ...vision, life insurance, pet insurance & 401(k) with match Career advancement & leadership development opportunities Tuition discounts Perks... 
    Full time
    Local area
    Flexible hours
    Shift work
    Night shift
    Weekend work

    Panera LLC

    Clay, NY
    3 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!