WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them reach their long-term financial objectives. You will conduct comprehensive financial analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization.

The ideal candidate is someone who possesses a solid understanding of financial products and services and has a passion for helping clients achieve their financial goals. You will have the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group's client base.

At WealthBridge, we pride ourselves on our commitment to integrity, innovation, and excellence in service. Join us and help make a positive impact on the financial well-being of individuals and families.

Bachelor's degree in finance, economics, or a related field.
Previous experience in financial consulting or a similar role is preferred.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal skills.
Ability to build and maintain relationships with clients.
Familiarity with financial planning software and investment products.

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

About the company

WealthBridge Financial Group plans investment, retirement and insurance strategies for individuals, families, business owners and institutions, while addressing how they protect and transfer wealth. Advisors tailor financial and business strategies to each client's goals, time horizon and risk tolerance, combining portfolio management with estate and broader financial planning across major life and business decisions. Securities and investment advisory services are offered through Equity Services, Inc., which WealthBridge identifies as an independent entity. The exact company profile identifies New York City as headquarters, and the official contact page gives 675 Third Avenue, Suite 900 as its address.

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

New York, NY

Founded

N/A

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Simplify's Take

What believers are saying

The careers page details case-design research, advanced analytics, digital marketing materials and practical compliance guidance for advisors.
Its public team directory lists dedicated recruiting, training/onboarding, compliance, brokerage and new-business staff, beyond advisor roles.
WealthBridge's Melville role includes ongoing advanced training, a career-growth benefit listed in September 2026.

What critics are saying

WealthBridge's September 2026 Arizona role has advisors build their own book from day one, making client development central.
The September 2026 Financial Professional posting in Melville lists benefits but omits pay terms, limiting applicant compensation comparisons.
WealthBridge is privately held; MetLife's July 2026 release announced its Q2 earnings date, giving candidates a visible reporting cadence.

What makes WealthBridge Financial Group unique

WealthBridge's Advanced Planning page publishes nine strategies, including buy-sell agreements, executive benefits and split-dollar arrangements.
WealthBridge's brokerage targets RIAs, CPAs, planners and wealth managers with life, annuity, disability and long-term-care products.
Integrated Partners also supports CPAs and marketing; WealthBridge's pillars explicitly pair those services with premium financing.

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WealthBridge Financial Group

Financial Consultant