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Financial Advisor, Wealth Advisor, or Personal Financial Consultant. Prior experience in roles blending financial planning and ongoing coaching, such as workplace financial consultant or advisor at national firms. Financial Advisor (CFA or CFP).

Personal Financial Advisor (Private Wealth). Personal Financial Advisor (Private Wealth). This high-bar role offers you the chance to impact how tomorrow’s advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience.

This role is for a proven financial advisor ready to elevate their practice and lead a team. WealthBridge Financial Group is seeking a Managing Director in the Town of Grand Island, NY. Candidates must have a minimum of 3 years in financial services and relevant licenses.