Entrepreneurial Financial Planner | Build Your Client Book

WealthBridge Financial Group; Hauppauge (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Uncapped growth potential

Licensing support

Collaborative network

Advanced planning resources

Job summary

WealthBridge Financial Group in Hauppauge, NY is seeking motivated Financial Professionals to work with individuals, families, and business owners to develop customized wealth strategies while growing their own practice with support from a collaborative network.

You will educate clients on retirement, investments, insurance, and estate planning, building long-term relationships through a consultative, client-first approach and leveraging internal specialists to deliver holistic solutions.

Qualifications

• 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.

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

Skills

Entrepreneurial mindset

Interpersonal communication

Client-focused sales

Goal-oriented

Tools

CRM software

Financial planning tools

Digital marketing platforms

Job description

WealthBridge Financial Group in Hauppauge, NY is seeking motivated Financial Professionals to work with individuals, families, and business owners to develop customized wealth strategies while growing their own practice with support from a collaborative network.

You will educate clients on retirement, investments, insurance, and estate planning, building long-term relationships through a consultative, client-first approach and leveraging internal specialists to deliver holistic solutions.