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Jobs at WealthBridge Financial Group (Now Hiring) — 163 open

WealthBridge Financial Group logoWealthBridge Financial Group

Career-Transition Partnership - For Financial Advisors Approaching Retirement

Kingman, Arizona, United States · Hybrid

Mid level

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 adv…

Skills: Financial Consulting, Investment Planning, Retirement Planning, Wealth Management, Financial Analytics

WealthBridge Financial Group logoWealthBridge Financial Group

Career-Transition Partnership - For Financial Advisors Approaching Retirement

Sierra Vista, Arizona, United States · Hybrid

Mid level

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 adv…

Skills: Financial Consulting, Investment Opportunities, Retirement Planning, Wealth Management, Financial Analytics

WealthBridge Financial Group logoWealthBridge Financial Group

Career-Transition Partnership - For Financial Advisors Approaching Retirement

Yuma, Arizona, United States · Hybrid

Mid level

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 adv…

Skills: Financial Consulting, Investment Planning, Retirement Planning, Wealth Management, Financial Analytics

WealthBridge Financial Group logoWealthBridge Financial Group

Career-Transition Partnership - For Financial Advisors Approaching Retirement

Prescott, Arizona, United States · Hybrid

Mid level

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 adv…

Skills: Financial Consulting, Investment Planning, Retirement Planning, Wealth Management, Financial Analytics

WealthBridge Financial Group logoWealthBridge Financial Group

Career-Transition Partnership - For Financial Advisors Approaching Retirement

Lake Havasu City, Arizona, United States · Hybrid

Mid level

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 adv…

Skills: Financial Consulting, Investment Opportunities, Retirement Planning, Wealth Management, Financial Analytics

WealthBridge Financial Group logoWealthBridge Financial Group

Career-Transition Partnership - For Financial Advisors Approaching Retirement

Flagstaff, Arizona, United States · Hybrid

Mid level

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 adv…

Skills: Financial Consulting, Investment Strategies, Retirement Planning, Wealth Management, Financial Analytics

WealthBridge Financial Group logoWealthBridge Financial Group

Career-Transition Partnership - For Financial Advisors Approaching Retirement

Gilbert, Arizona, United States · Hybrid

Mid level

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 adv…

Skills: Financial Consulting, Investment Opportunities, Retirement Planning, Wealth Management, Financial Analytics

WealthBridge Financial Group logoWealthBridge Financial Group

Career-Transition Partnership - For Financial Advisors Approaching Retirement

Chandler, Arizona, United States · Hybrid

Senior

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 adv…

Skills: Financial Consulting, Investment Planning, Retirement Planning, Wealth Management, Financial Analytics

WealthBridge Financial Group logoWealthBridge Financial Group

Career-Transition Partnership - For Financial Advisors Approaching Retirement

Mesa, Arizona, United States · Hybrid

Mid level

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 adv…

Skills: Financial Consulting, Investment Planning, Retirement Planning, Wealth Management, Financial Analytics

WealthBridge Financial Group logoWealthBridge Financial Group

Career-Transition Partnership - For Financial Advisors Approaching Retirement

Scottsdale, Arizona, United States · Hybrid

Mid level

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 adv…

Skills: Financial Consulting, Investment Opportunities, Retirement Planning, Wealth Management, Financial Analytics

WealthBridge Financial Group logoWealthBridge Financial Group

Career-Transition Partnership - For Financial Advisors Approaching Retirement

Tucson, Arizona, United States · Hybrid

Mid level

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 adv…

Skills: Financial Consulting, Investment Planning, Retirement Planning, Wealth Management, Financial Analysis

WealthBridge Financial Group logoWealthBridge Financial Group

Career-Transition Partnership - For Financial Advisors Approaching Retirement

Phoenix, Arizona, United States · Hybrid

Mid level

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 adv…

Skills: Financial Consulting, Investment Opportunities, Retirement Planning, Wealth Management, Financial Analysis

WealthBridge Financial Group logoWealthBridge Financial Group

Experienced Financial Advisor - Confidential Move Conversation (Mohave, AZ)

Fort Mohave, Arizona, United States · Hybrid

Mid level

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 adv…

Skills: Financial Consulting, Investment Opportunities, Retirement Planning, Wealth Management, Financial Analytics

WealthBridge Financial Group logoWealthBridge Financial Group

Experienced Financial Advisor - Confidential Move Conversation (Mohave, AZ)

Bullhead City, Arizona, United States · Hybrid

Mid level

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 adv…

Skills: Financial Consulting, Investment Opportunities, Retirement Planning, Wealth Management, Financial Analytics

WealthBridge Financial Group logoWealthBridge Financial Group

Experienced Financial Advisor - Confidential Move Conversation (Mohave, AZ)

Kingman, Arizona, United States · Hybrid

Mid level

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 adv…

Skills: Financial Consulting, Investment Opportunities, Retirement Planning, Wealth Management, Financial Analytics

WealthBridge Financial Group logoWealthBridge Financial Group

Experienced Financial Advisor - Confidential Move Conversation (Mohave, AZ)

Lake Havasu City, Arizona, United States · Hybrid

Mid level

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 adv…

Skills: Financial Consulting, Investment Opportunities, Retirement Planning, Wealth Management, Financial Analytics

WealthBridge Financial Group logoWealthBridge Financial Group

Financial Advisor - Arizona (Career Changer / New to Industry)

Gilbert, Arizona, United States · Hybrid

Entry level

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 adv…

Skills: Financial Consulting, Investment Opportunities, Retirement Planning, Wealth Management, Financial Analytics

WealthBridge Financial Group logoWealthBridge Financial Group

Financial Advisor - Arizona (Career Changer / New to Industry)

Chandler, Arizona, United States · Hybrid

Entry level

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 adv…

Skills: Financial Consulting, Investment Opportunities, Retirement Planning, Wealth Management, Financial Analytics

WealthBridge Financial Group logoWealthBridge Financial Group

Financial Advisor - Arizona (Career Changer / New to Industry)

Mesa, Arizona, United States · Hybrid

Entry level

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 adv…

Skills: Financial Consulting, Investment Opportunities, Retirement Planning, Wealth Management, Financial Analytics

WealthBridge Financial Group logoWealthBridge Financial Group

Financial Advisor - Arizona (Career Changer / New to Industry)

Scottsdale, Arizona, United States · Hybrid

Entry level

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 adv…

Skills: Financial Consulting, Investment Opportunities, Retirement Planning, Wealth Management, Financial Analytics

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Showing 1–20 of 163

WealthBridge Financial Group logo

Career-Transition Partnership - For Financial Advisors Approaching Retirement

WealthBridge Financial Group

Kingman, Arizona, United States • Hybrid

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Mid level

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  • Full-time
  • bachelor degree, professional certificate
  • Medical Insurance, Dental Insurance, Vision Insurance, 401(k) Retirement Plan, Company Match, Life Insurance
  • Posted 3h ago
  • ~40 hrs/week

Responsibilities

The Financial Consultant will provide tailored financial advice and strategies to help clients achieve their wealth management and retirement goals. They will utilize advanced analytics and industry resources to develop effective action plans for clients.

Requirements

A bachelor's degree in finance, accounting, or a related field is required, with experience in financial consulting preferred. Candidates should possess strong analytical skills and the ability to build long-term client relationships.

Full job description

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.

  • 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.
  • Deomonstrated ability to build and maintain client relationships.
  • Licenses or certifications in financial planning are a plus.
  • 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

Related keywords

Financial PlanningWealth ManagementInvestment OpportunitiesRetirement PlanningFinancial AnalyticsClient RelationsFinanceAccountingFinancial Consulting

About WealthBridge Financial Group

LinkedInVisit site

People. Impact. Outcome. We'll help you reach your financial goals so you can take care of the rest.

Industry
Financial Services
Company size
51-200 employees
Headquarters
New York, New York
LinkedIn followers
5,280

At WealthBridge Financial Group, we help clients in all 50 states create, protect, and grow wealth through keen listening, creative strategy, and purpose driven #FinancialPlanning. Our team-based approach is personalized to your goals. From individuals and families to business owners and nonprofits, we deliver tailored strategies grounded in strong business fundamentals. We specialize in #AdvancedPlanning, #PremiumFinancing, #CPAlliances, and innovative #DigitalMarketing strategies that support long-term success. With proactive guidance and a focus on your best interest, we’re here to keep you on track through every stage of your financial journey Explore what it means to build lasting wealth with the right team by your side! Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., a Member FINRA/SIPC, 675 Third Avenue, Suite 900, New York, NY 10017, (212) 986-0400. WealthBridge Financial Group is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct business in New York. TC122075(0725)3

Offices: 675 3rd Ave, Suite 900, New York, New York New York , US · 1 Jericho Plaza, Suite 101a, Jericho, New York 11753, US · 39-15 Main St, Suite 500, Queens, New York 11354, US · 675 3rd Ave, Suite 900, New York, New York New York , US

Wealth ManagementFinanceFinancial Services
View all jobs at WealthBridge Financial Group

About WealthBridge Financial Group

LinkedInVisit site

People. Impact. Outcome. We'll help you reach your financial goals so you can take care of the rest.

Industry
Financial Services
Company size
51-200 employees
Headquarters
New York, New York
LinkedIn followers
5,280

At WealthBridge Financial Group, we help clients in all 50 states create, protect, and grow wealth through keen listening, creative strategy, and purpose driven #FinancialPlanning. Our team-based approach is personalized to your goals. From individuals and families to business owners and nonprofits, we deliver tailored strategies grounded in strong business fundamentals. We specialize in #AdvancedPlanning, #PremiumFinancing, #CPAlliances, and innovative #DigitalMarketing strategies that support long-term success. With proactive guidance and a focus on your best interest, we’re here to keep you on track through every stage of your financial journey Explore what it means to build lasting wealth with the right team by your side! Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., a Member FINRA/SIPC, 675 Third Avenue, Suite 900, New York, NY 10017, (212) 986-0400. WealthBridge Financial Group is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct business in New York. TC122075(0725)3

Offices: 675 3rd Ave, Suite 900, New York, New York New York , US · 1 Jericho Plaza, Suite 101a, Jericho, New York 11753, US · 39-15 Main St, Suite 500, Queens, New York 11354, US · 675 3rd Ave, Suite 900, New York, New York New York , US

Wealth ManagementFinanceFinancial Services
View all jobs at WealthBridge Financial Group

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