Entrepreneurial Financial Pro: Build Your Client Practice

WealthBridge Financial Group; Hauppauge (NY); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Mentorship and coaching

Licensing support

Marketing resources

Flexible career path

Professional development

Technology tools and client engagement

Job summary

WealthBridge Financial Group in Hauppauge, NY, is seeking motivated Financial Professionals to join our growing team. You will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced network.

You’ll engage individuals, families, and business owners to retirement, investment, insurance, and estate planning goals. This role rewards entrepreneurship, collaboration, and ongoing learning within a supportive,

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.
• Prior experience in sales, finance, or client service is a plus.

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

Self-motivated

Interest in financial services

Sales/finance experience (plus)

Job description

WealthBridge Financial Group in Hauppauge, NY, is seeking motivated Financial Professionals to join our growing team. You will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced network.

You’ll engage individuals, families, and business owners to retirement, investment, insurance, and estate planning goals. This role rewards entrepreneurship, collaboration, and ongoing learning within a supportive,