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Forward Financial Group Jobs (NOW HIRING)

Westlake Financial

Tax Manager

Los Angeles, CA · On-site

$110K - $150K/yr

The consolidated Westlake Financial group is Partnership structure, with three subsidiaries ... forward financial services organization. Key Responsibilities * Assist the Tax Director in ...

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How much do forward financial group jobs pay per hour?

As of Jun 7, 2026, the average hourly pay for forward financial group in the United States is $23.35, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $26.20 per hour, depending on experience, location, and employer.

What career advancement opportunities are typically available for professionals at Forward Financial Group?

At Forward Financial Group, professionals often have access to a clear path of career progression, starting from entry-level financial representative roles and advancing to senior advisor and management positions. The company emphasizes ongoing training and mentorship, equipping employees with the skills to grow within the organization. High performers may have opportunities to take on leadership responsibilities, such as managing teams or training new hires, and can also pursue specialized certifications to expand their expertise. Advancement is generally merit-based, rewarding those who consistently meet or exceed performance goals.

What is the difference between Forward Financial Group vs Financial Advisor?

AspectForward Financial GroupFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, CFA, or similar certifications common
Work EnvironmentFinancial services firms, offices, client meetingsBank branches, independent practices, corporate settings
Industry UsageFinancial planning, investment managementPersonal financial planning, investment advice

Both roles involve providing financial advice and require similar certifications. Forward Financial Group typically refers to a specific firm or brand, while a Financial Advisor is a broader role across many firms. The main difference lies in the employer and branding, but the core skills and credentials are comparable.

What is Forward Financial Group?

Forward Financial Group is a financial services organization that provides clients with a range of financial planning and insurance products. The company typically offers services such as retirement planning, life insurance, investment strategies, and wealth management. Their advisors work with individuals and businesses to help them achieve their financial goals and secure their financial future. Forward Financial Group is known for its client-focused approach and personalized financial solutions.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Forward Financial Group, and why are they important?

To thrive as a Financial Advisor, you need a solid understanding of financial planning, investment strategies, and relevant licensing such as FINRA Series 7 and 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is crucial. Outstanding interpersonal skills, trustworthiness, and the ability to communicate complex financial concepts clearly set top advisors apart. These skills are vital for building lasting client relationships, ensuring compliance, and providing sound financial guidance tailored to client goals.
Infographic showing various Forward Financial Group job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 90% Full Time, 6% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $48,576 per year, or $23.4 per hour.

Financial Consultant (Long Island)

WealthBridge Financial Group

Melville, NY • On-site

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

About Us
At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships.
www.wealthbridgefg.com
Position Overview
We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network.
Key Responsibilities
  • Develop and maintain long-term client relationships through a client-first, consultative approach
  • Analyze clients' financial goals and design personalized strategies (retirement, investment, insurance, estate planning)
  • Provide education and guidance to help clients make informed financial decisions
  • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions
  • Build and grow your own book of business through networking, referrals, and marketing initiatives
  • Stay current on financial markets, products, and planning strategies

Requirements
Ideal Candidate
  • Entrepreneurial mindset with strong interpersonal and communication skills
  • Desire to build a client-focused business and long-term career
  • Self-motivated, disciplined, and goal-oriented
  • Interest in financial services, wealth management, or business development
  • Prior experience in sales, finance, or client service is a plus (not required)

Who You'll Work With
You'll serve a diverse client base including:
  • Individuals and families
  • Business owners
  • Institutions and organizations

Why Join WealthBridge?
  • Be part of a firm focused on people, impact, and outcomes
  • Build a career with uncapped growth potential
  • Work in a supportive environment that values collaboration and innovation
  • Help clients navigate complex financial decisions with confidence

Benefits
What sets us apart from other firms?
  • Access to a collaborative network of experienced professionals and mentors
  • Advanced planning resources, digital marketing support, and business development tools
  • Flexible career path with entrepreneurial growth opportunities
  • Ongoing training, licensing support, and professional development
  • Technology platforms and tools to help streamline client engagement and planning
  • A culture focused on integrity, innovation, and long-term client success

Apply