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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 49d ago
~40 hrs/week
Responsibilities
The Private Wealth Advisor provides tailored financial advice and strategies to help clients achieve their financial objectives. This includes managing investments, retirement planning, and utilizing financial analytics to develop effective action plans.
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 Private Wealth Advisor 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 Private Wealth Advisor 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.
Demonstrated 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
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
5,308
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
How much do Finance & Accounting jobs in Ohio pay?
Based on 1732 listings with disclosed salaries, most finance & accounting jobs in Ohio pay between $60k–$173k per year. Individual offers vary with seniority, company size, and specialization.
How many Finance & Accounting jobs are open in Ohio right now?
There are currently 5,321 open finance & accounting positions in Ohio listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Ohio?
Companies currently hiring include JPMorganChase, PNC, Fifth Third Bank, KeyBank, Huntington National Bank, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Ohio?
Yes — 1777 of the 5321 open finance & accounting positions offer remote or hybrid work (576 remote, 1201 hybrid).
How do I apply for Finance & Accounting jobs in Ohio?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.