Financial Consultant — Queens & Brooklyn

Job overview

The Financial Consultant — Queens & Brooklyn role is listed onsite in Glen Oaks, NY. Compensation is not specified. WealthBridge Financial Group helps individuals, families, and business owners create, protect, and grow wealth through personalized financial strategies. The consultant develops client relationships and customized financial strategies while building a personal practice with support from an experienced professional network. The work includes educating clients, collaborating with internal specialists and other professionals, and developing business through networking, referrals, and marketing.

What you'll do

• Develop and maintain client relationships
• analyze financial goals and design personalized retirement, investment, insurance, and estate-planning strategies
• educate clients
• collaborate with internal specialists, CPAs, and other professionals
• build a book of business through networking, referrals, and marketing
• stay current on financial markets, products, and planning strategies.

What we're looking for

Skills & competencies

financial consultant

queens & brooklyn

glen oaks ny

wealthbridge financial group

financial planning

wealth management

retirement planning

investment strategies

insurance planning

estate planning

client relationships

business development

Work arrangement

• Weekend coverage required

Benefits & perks

• Mentorship and professional network, advanced planning resources, digital marketing and business development tools, licensing support, ongoing training, and professional development.

Why this role

Collaborative network and mentors; planning resources, digital marketing support, and business development tools; licensing support, training, and professional development; entrepreneurial growth opportunities.

About the employer

WealthBridge Financial Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.