Financial Consultant (Queens & Brooklyn)
WealthBridge Financial Group
About Us At WealthBridge Financial Group, we help individuals, families, and business owners 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 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 Benefits 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
- ## Financial Advisor Associate- Marine Park, BrooklynPostulerremote type: Sur placelocations: Brooklyn, New Yorktime type: Temps pleinposted on: Publié aujourd'huitime left to apply... ...relationships by providing on-going consultation, advice, planning and day to day account...SuggestedTemporary workTraineeshipWork experience placementCasual workWork at office
- TD Bank is seeking a Financial Advisor for its Brooklyn location. This role involves providing financial planning guidance and selling investment management solutions as part of a three-year program. The ideal candidate will have a solid understanding of wealth products...Suggested
$25 - $26.77 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... ...Per Week: 40 Pay Transparency details US - NY - Brooklyn - 120 FLATBUSH AVE - FLATBUSH & ATLANTIC BC (NY5371), US - NY...SuggestedHourly payWork at officeShift workWeekend workDay shift$34.5k - $125k
...its clients. Our network of over 4,300 financial professionals across the U.S. is committed... ...and guidance Product and Service Consultation: Discuss financial products and services... ...York City Metropolitan Area 1 week ago Brooklyn, NY $80,000.00-$100,000.00 1 week ago New...SuggestedFull timeWork experience placementWork at officeLocal areaFlexible hours$41.6k - $51.96k
...opportunities for new products and services based on client’s financial goals Educate clients on digital and self-service opportunities... ...--------------------------------------- Primary Location: Queens New York United States ----------------------------------------...SuggestedHourly payFull timePart time$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... ...Area 2 weeks ago Director, Investment Banking - Renewables Queens, NY $52,000.00-$64,000.00 1 day ago Queens, NY $52,000.00-$6...Remote job16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours$28.85 - $33.65 per hour
Job Description At 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 by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being...Hourly payTemporary workWork at officeMonday to FridayShift workDay shift- ..., United States Full time Entry Level Financial Professional (Long Island) Entry Level... ...York, United States Full time Financial Consultant (Connecticut) Financial Consultant (... ...States Full time Financial Consultant (Queens & Brooklyn) Financial Consultant (Queens &...Full time
- TerraCRG in Brooklyn is seeking a full-time, on-site Investment Sales Associate to focus on commercial property investment sales across Brooklyn. You will receive structured training, hands-on deal exposure, and direct mentorship from senior professionals, with opportunities...Full time
- ...associate to greet lobby clients, educate on self-service options, and process cash transactions accurately. You will uncover clients' financial priorities and connect them to suitable solutions, building trusted relationships every day. The role requires 40 hours per week,...Weekend work
- About Us At 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 by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...Work at officeShift workWeekend workDay shift
- ...Banking Center Relationship Banker 2, Park Slope Brooklyn, N.Y. Country: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization...Hourly payFull timeContract workWork experience placementFlexible hoursShift workWeekend work
$59.1k - $196k
...transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track to a better way to work. As a Workday Adaptive Insights Consultant, your primary responsibilities may include: Identification of...Full timeWork experience placementLive inWork at officeLocal area- Financial Consultant - Real Estate Professionals New York, NY| Remote & Hybrid Flexibility | Training Provided Build Additional Income Beyond Real Estate We are expanding throughout New York and seeking motivated real estate professionals who are interested in leveraging...Full timePart timeFor contractorsRemote workFlexible hours
$28k - $125k
...We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling... ...FINANCIAL PLANNER (CFP) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable...Full timeTemporary workLocal areaRemote work$40 - $60 per hour
Overview Join to apply for the Financial/KYC Consultant role at Michael Page . This temporary role in New York offers a chance to make an impact in a dynamic environment while utilizing your expertise in relationship management and legal knowledge. The pay is based on...Hourly payContract workTemporary workLocal area$22 - $26 per hour
...personalized journey to parenthood. Learn more at About the Role The Financial Counselor plays a vital role in supporting patients through... ...a full-time, onsite role with opportunities in Manhattan and Brooklyn . The schedule is Monday through Friday , and candidates must...Hourly payFull timeMonday to FridayFlexible hours- ...skills and cultures. At IRI, we know that our success is directly tied to our clients’ success. Job Description Job Title: Financial Consultant Location: New York ,NY Duration: 5+ MONTHS This role is a temporary consultant position in the Finance department for ActiveHealth...Temporary work
- ...primary focus is on high-quality qualification: subtly demonstrating the need for a debt relief program while gathering all necessary financial details to create a comprehensive, well-organized analysis and hand-off summary. This sets up our senior sales representatives for...Full timeRemote workWork from home
- To support a growing finance team, the full-time MBA Financial Consultant will engage in financial planning, analysis, and business development activities while working remotely, contributing to strategic initiatives and financial performance improvements. Key Responsibilities...Full timeWork experience placementRemote work
- Managing day-to-day financial support for Regional Market clients, the full-time Financial Consultant will oversee billing operations, financial reporting, and data analysis while collaborating with internal and external stakeholders in a virtual environment. Key Responsibilities...Full timeWork experience placementWork at office
$80k - $110k
...Northwestern Mutual seeks a Financial Advisor to join our Midtown Manhattan offices. Reporting... ...Ratings Advisory - Associate Investment Consultant - New York, NY (Wall Street) Senior... ...York City Metropolitan Area 1 week ago Brooklyn, NY $230,000.00-$250,000.00 3 weeks ago...Full timeWork experience placementWork at officeRelocationMonday to Friday$59.5k - $163.14k
...Financial Services Consultant Location: New York, Manhattan As a Financial Services Consultant at New York Life, you’ll provide clients with education, strategies, and products to secure their financial future, while building your own rewarding career. In this client-based...Full timeContract workWork at officeLocal areaImmediate startRemote workFlexible hours- ...Financial Services Representative Employment Type: Full-Time, Part Time, Contract Compensation: Performance-based (details provided... ...or willingness to obtain Experience working with clients in a consultative environment What We Offer Structured training and mentorship...Full timeContract workPart timeFlexible hours
- ...We are a full-fledged wealth and financial consulting firm. We represent just about every major financial company in North America. Role consists of helping a wide range of clientele with full fledged financial planning and consulting. Consultants typically start with...Part timeImmediate start
$77.11k - $126.68k
...will focus on high impact projects and initiatives within the Financial Planning & Analysis (FP&A) function - including the preparation... ...provide visa sponsorship for employment. Nearest Major Market: Brooklyn Nearest Secondary Market: New York City #J-18808-Ljbffr...Temporary workLocal area- A leading financial services firm is seeking a Financial Services Consultant in New York. This hybrid role involves educating clients on financial products and building a personal practice with the support of a Fortune 100 company. The consultant will provide customized...
- About the job Financial Consultant (Remote) Stay Active and Make a Difference with a Flexible, Remote Financial Consulting Role About Us: We are a mission-driven financial services company dedicated to helping individuals and families build and protect their wealth. Licensed...Remote jobExtra incomePart timeWork from homeFlexible hours
- A leading ERP solutions provider is seeking an experienced Epicor Implementation Consultant focused on financial modules and Avalara tax integration. This remote role requires deep expertise in corporate accounting, US/international tax compliance, and hands-on experience...Remote job
$128.09k - $192.14k
Collaborative Solutions, LLC is looking for a Workday Financials Senior Principal Consultant to lead financials engagements and resolve client issues effectively. The candidate should have a Bachelor's degree, Workday certification, and at least 5-7 years of experience...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant (Queens & Brooklyn). Be the first to apply!
- associate corporate finance New York, NY
- financial associate New York, NY
- financial advisor training program New York, NY
- senior financial advisor New York, NY
- estate planning consultant New York, NY
- private wealth advisor New York, NY
- oracle cloud financials consultant New York, NY
- financial advisor New York, NY
- financial planner New York, NY
- associate leveraged finance New York, NY



