Financial Consultant (Connecticut)
WealthBridge Financial Group
Job Description
Job Description
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 OverviewWe 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
Requirements
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)
You’ll serve a diverse client base including:
- Individuals and families
- Business owners
- Institutions and organizations
- 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
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant (Connecticut) in Greenwich, CT vacancy
- ...Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. Who we are: Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth...SuggestedFull timeDay shift
$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...SuggestedFlexible hours$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....SuggestedTemporary workWork at officeMonday to Friday- 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 Values...SuggestedLocal areaImmediate startRemote workRelocation
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedWork at office$75k
...are looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by...Remote workFlexible hours$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- Orange Bank & Trust Company seeks a Cash Management Sales Manager in Chester, NY. The role involves developing client relationships, identifying business opportunities, and executing cash management strategies. Candidates need a Bachelor’s degree, with a preference for ...
$75k
Thoroughbred Advisors - National Life Group in White Plains, NY, is looking for motivated individuals to join as Financial Services Representatives. This position offers a flexible schedule with remote and in-person options, comprehensive training, and mentorship to build...Remote jobFlexible hours- A reputable financial services firm in White Plains is seeking a Financial Advisor to assist clients with their financial planning. Candidates should have a strong sales background, hold active FINRA licenses, and be committed to client success. The company offers extensive...Remote job
- Thoroughbred Advisors - National Life Group is seeking a Financial Representative in White Plains, NY. Ideal candidates are ambitious, self-motivated individuals eager to learn in the financial services sector. You will provide financial guidance to clients and receive...Flexible hours
- J.P. Morgan Chase is seeking a Private Client Advisor in White Plains, NY. In this role, you will deliver comprehensive financial planning and advice to individuals and families, focusing on relationship management rather than portfolio management. The ideal candidate has...
$130k - $160k
...management approach, research‑driven investment philosophy, and long‑standing client relationships. We are seeking an experienced Senior Financial Planner to join our growing team in White Plains. This role is ideal for a technically strong planner with deep eMoney expertise,...Work at officeLocal area- A leading financial services firm in White Plains is seeking a Private Client Advisor for Chase Wealth Management. You will provide financial planning and personalized investment solutions to clients, focusing on developing client relationships and educating them on available...
$21 - $31.98 per hour
...processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner. Float... ...experience will inform their specific compensation. Location Stamford, Connecticut, United States of America Great companies have an enduring...Hourly payFull timeLocal areaImmediate start$130k - $160k
Focus Financial Partners is hiring a Senior Financial Planner in White Plains. This role involves preparing financial plans for ultra-high-net-worth clients using eMoney extensively. Candidates should have over 3 years of experience in financial planning and strong interpersonal...£38k per year
A financial advisory firm in Chester is seeking a Paraplanner to join their team. The role involves preparing financial analyses, providing technical support, and maintaining compliance with regulations. Candidates should have 3-4 years of relevant experience or be working...Flexible hours$50k - $70k
Associate Financial Advisor White Plains, NY | In-Office Bhashyam Wealth Management, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor to join our growing team. This role is a key part of our client advisory and planning...Private practiceWork at officeVisa sponsorship£38k per year
Our client is a fully Independent Chartered Financial Advisory firm based in Chester, who have a passion for Financial Planning and provide impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are...Full timeApprenticeshipFlexible hours- ...Job Description Job Description Financial Sales with NM110: Becoming a Financial Sales Consultant with NM110 is an opportunity to help your clients achieve... ...Wealth Management Professionals for the state of Connecticut Qualifications: Strong interpersonal and...Flexible hours
- Starwood Capital Overview: Starwood Capital Group is a private investment firm with a primary focus on global real estate. Since its inception in 1991, the Firm has raised over $80 billion of capital and currently has approximately $115 billion of assets under management...Full timeSummer workInternshipSummer internship
Starwood Capital Group
Greenwich, CT1 day ago - ...understand their business, optimize working capital, and minimize financial and reputational risks. They will focus on creating and delivering customized client‑centric solutions through a consultative approach. Leveraging their network and collaborating across business...Temporary workWork at officeLocal area
- Quality Talent Group is hiring bankers for their Consumer, Small, and Business Banking division. The ideal candidates will possess strong customer service skills and the ability to develop long-lasting customer relationships. This position is ideal for individuals who thrive...
- ...seeking a Relationship Banker in White Plains, NY. You will represent the brand while managing client relationships and offering financial solutions. The position requires over 1 year of sales experience, excellent communication skills, and a high school diploma. You must...
$20.67 - $31.25 per hour
...needs and provide guidance and solutions to assist in client financial wellness both in person and through proactive calling efforts.... ...of sales and service techniques with clients, including tele‑consulting, outside calling, prospecting, and networking. Comfortable interacting...Hourly payWork experience placementFlexible hoursDay shift- Quality Talent Group is seeking bankers in Thornwood, New York, to join a leading financial services employer. As part of the Consumer, Small, and Business Banking division, you will engage with customers and provide tailored financial solutions. The role requires excellent...Flexible hours
- Quality Talent Group is seeking bankers for a leading financial services division in Rye, NY. Join a top company recognized for career growth and development, and take advantage of a comprehensive benefits package including health coverage, 401(k), and tuition reimbursement...Full timePart time
- ...White Plains, NY, to enhance client experiences and deliver exceptional service. The role involves managing relationships, addressing financial needs, and promoting banking solutions effectively. The ideal candidate will have sales experience in Retail Banking and superb...
$58k - $115k
..., New York is looking for a dedicated SBL Product Support Desk specialist. In this role, you will provide unparalleled support to Financial Advisors and Private Bankers with in-depth knowledge of SBL products and services. Your responsibilities will include preparing important...- Citigroup Inc. is looking for an entry level Personal Banker in Armonk, NY, responsible for coordinating sales activities with the customer service team. The role aims to foster customer relationships and enhance sales to individual consumer clients. The ideal candidate...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant (Connecticut). Be the first to apply!
Related searches
- senior financial analyst fp&a Greenwich, CT
- financial institutions Greenwich, CT
- financial software developer Greenwich, CT
- infor finance consultant
- financial adviser
- strategic finance associate
- trainee financial adviser
- senior associate corporate finance
- associate leveraged finance
- virtual financial advisor